Our definition of a good investment is so much bigger than numbers.

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LET US EXPLAIN. . .

We don't believe that wealth starts and ends with the money you earn.

Of course, a big part of our partnership with clients is focused on growing wealth (from a dollars and cents standpoint). And we’ve got a track record that proves we’re good at that work. But if you’re like most of our clients, you’re asking some really important questions about the other parts of your wealth, too.
You know that true wealth is defined by a life that’s rich with purpose and meaning. We know that, too. And this is why when we help you create your financial plan, we’ll always look so much deeper than your balance sheet.

OUR CLIENTS

Smart financial planning – no matter where you're at on your journey

No minimum portfolio balance. No hidden fees. No ego-driven agenda.

We’re on a mission to help every individual, business owner, and family grow, manage, and sustain wealth.

No matter how big or small your financial portfolio might be, we’re here to help you make the most out of everything you’ve got. 

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Retirees

Busines Owners

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Families

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Executives

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Health Care Professionals

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Women Investors

OUR CORE VALUES

Transparency. Integrity. Trust.

We don't give lip service to these industry buzzwords.
Our core values help us live them every day.

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We are generous

Without question or expectation of return, we give the best of our time, our talent, and our treasure. And we give it freely, too, because we believe that a generous life is the only way to create a prosperous life.

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We are good stewards

Because we believe we’ve been uniquely called to do this work, we outline every resource and every relationship with the bold convictions of our faith and an unwavering commitment to transparency, trust, and integrity.

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We are servant leaders

Some say this word is overused. We say it's under-practiced. Whether we’re with our families, friends, coworkers, or clients, we never seek to be first in line, and we always advocate for the best interests of those under our care.

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TWO IMPORTANT DETAILS WE SHOULD MENTION. . .

We measure trust in years.

Technology has come a long way from our early days of financial advising, and while much in life and business is automated, we still know our clients’ addresses by heart and show up as a faithful friend through the best and the hardest days.

Our clients become lifelong friends, and we often spend more time at kitchen tables than we do in our own offices. We’re pretty brilliant when it comes to crunching numbers and planning for the future, but we never lose sight of this one truth: The only reason we’re so good at what we do is because we’re driven to do whatever’s best for you.

We're backed by the global power of Raymond James.

We work hard to optimize every aspect of your wealth management strategy, and one of the biggest ways we do that is by partnering with Raymond James as our brokerage.

Founded in 1962, Raymond James manages approximately $1.3 Trillion in client assets, supports approximately 8,700 financial advisors, and offers equity research coverage of more than 1,100 companies.

When you partner with us, you get all the 1:1 attention of a locally-minded firm – and all the peace of mind that comes with a sophisticated, global partner like Raymond James.

$1.3 Trillion in client assets

~ 8,700 financial advisors

1,100+ companies in equity research

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OUR TEAM

When you work with one of us, you get the best of all of us.

We've got all the credentials and all the right experience, but we never do anything on our own. We're all on your team, here for you every step of the way.

Tom Davis

Financial Advisor | CKA®
tom.davis@wrwealthadvisors.com
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Brian Osner

Financial Advisor | CFP® | CKA® brian.osner@wrwealthadvisors.com
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Taylor Davis

Financial Advisor
taylor.davis@wrwealthadvisors.com
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David Conlon

Financial Advisor
david.conlon@wrwealthadvisors.com
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Ted Jarvis

Financial Advisor
ted.jarvis@wrwealthadvisors.com
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Thomas Foote

Financial Advisor
tom.foote@wrwealthadvisors.com
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Angela Dunsmore

Service Associate
angela.dunsmore@wrwealthadvisors.com
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Michelle Cupp

Director of First Impressions
michelle.cupp@wrwealthadvisors.com
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Logan Wulpi

Relationship Manager logan.wulpi@wrwealthadvisors.com
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Zion Osner

Financial Advisor zion.osner@wrwealthadvisors.com
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Zion Osner

Financial Advisor zion.osner@wrwealthadvisors.com
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Zion Osner

Financial Advisor zion.osner@wrwealthadvisors.com
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with any of the companies mentioned.

"Our clients invite us into their stories, so we never push one right way for financial planning or make this about us. When you're our client, it's always about you."

- Brian Osner