Partner
CurrentFinancial Advisor, RJFSIn March 2021, after spending nearly 15 years affiliated with Northwestern Mutual, we moved Concentric Wealth Partners to the independent advisor space by aligning with Raymond James Financial Services. Visit www.concentricwealthpartners.com to learn more!Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Concentric Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.