Our Financial Advisors Are Committed to Northeast Florida

The firm dates back to 1968 and has been under consistent ownership since 1992. We represent the third generation of ownership and are internally building the fourth generation so that the firm can continue the relationships we have established well into the future. The business is very different than when we took it over in 1992 – and we know that it will continue to evolve and become even better for the next generation.

Our distinctive ensemble operating style allows us to leverage the individual strengths and specialized knowledge of our financial advisors to provide comprehensive and objective financial planning advice. We focus on developing long-term relationships with our clients and their families, which enables us to take a multi-generational approach to their financial needs and goals. Our services include wealth management, retirement planning, estate planning, insurance planning, charitable planning, risk management, executive benefits, and more. Visit our process and services page to learn more. 

We have raised our families here and have watched our clients raise theirs. We take our commitment to our community and our profession very seriously. Bruce Ogier single-handedly organized what is now the Financial Planning Association of Northeast Florida in 1986. He and Sheryl Bordelon were founding members, and Bruce and Sheryl have all served as chapter president as well as in other leadership roles.

  Want to know what’s important to us? Core Values