“We specialize in helping entrepreneurs, executives and their families address the complex challenges of managing and transitioning wealth.”
-Stephen Bishop, Financial Advisor, Stephen Bishop & Associates of Raymond James Ltd.
For more than 30 years, the Stephen Bishop & Associates team has been helping entrepreneurs, executives and their families achieve their financial goals. We have also been building and managing our own family business, and through that experience, we understand the complexities and challenges business owners face, and the need for thoughtful planning. As an entrepreneur or executive, you spend most of your day running your business — which seldom leaves you with enough time to manage your personal financial affairs with the same level of attention. That is where we can help. Our innovative wealth management strategy, backed by proactive, team dedication has earned us a reputation for superior results. Through proven methodologies developed over years of experience, we create an environment and relationship with our clients based on expertise, trust and integrity.
You have earned the right to have your wealth management needs tailored to your specific requirements and delivered with concierge-style attention. That is what we do and we invite you to enjoy one of the finest wealth management relationships you will ever experience in an environment truly focused on you. We believe so much in the importance for business owners to plan their eventual transition from their business that we have put our own succession plan in place. No matter what happens to any member of our team, our clients can be confident that they will continue to receive seamless professional advice and service.