At Aristata Financial, we serve a select group of business owners and affluent families, so that we can devote a great deal of time and attention to each of them.
When I think back to when I first started in this business over 30 years ago, I didn’t even have my own office. I barely had my own desk, had to share an assistant with other advisors, and spent my days cold calling just to get by. It was a humble start, but it was the beginning of something I’m so grateful for. Today, having my own office and a team I can rely on is a gift, but it’s the relationships we’ve formed with our clients that mean the most to me. Every call, every meeting, every success, reminds me why I do this—because we’re making a real difference in people’s lives.
Looking at where we are now, I’m truly thankful for everything we’ve accomplished, but it’s not just the business we’re building—it’s the people. Each of our team members plays a crucial role in providing an excellent client experience, helping families plan for their future, and make the best financial decisions for their unique situation. We are committed to developing close and long-standing relationships, and it shows in the fact that we work with multiple generations of many families.
Our team believes you should be working with people you know, who really know you. One of our clients is a passionate car enthusiast who takes his Corvette out on the track every year. We love getting together to see his trophy collection and hear his racing stories. Another client collects handmade glass paperweights. They are incredible works of art and pictures really don’t do them justice. When she buys a new one, she stops by to show it to us. We’re always excited to see them, and the joy they bring her.
It’s a great feeling to have relationships that involve sharing life experiences and accomplishments, instead of focusing solely on money. When we understand what our clients truly value and have a clear picture of the life they want to live, both now and in the future, we’re able to better guide them in turning that picture into a reality.
Helping you reach your financial goals is our job, but helping you reach your life goals is what motivates us each and every day. We can’t wait to meet you, and we look forward to helping you “Secure your legacy across generations”.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Aristata Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer tax or legal advice.
Any opinions are those of Aristata Financial and not necessarily those of Raymond James. Past performance may not be indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Portions of the material provided by Oechsli, an independent third party, not affiliated with Raymond James.