As an executive, you spend your time and energy between the office and home, with little time to spare. You know your personal portfolio deserves that same level of dedication and high-level thought.
Between the demands of leading your company and the complex nature of your personal finances, it’s only natural to want to ensure that your assets are in order and working as hard as you do. Out of decades of experience Old York Advisors created an efficient, consultative process to tailor strategies around your specific needs.
Our team understands the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy.
Our expertise extends to all types of executive transactions, equity-based compensation, company trading policies, and regulatory requirements that impact transactions in company stock.
Discover how we assist executives to free their time and manage their needs through a solid financial plan contact us HERE
For information on how we free executives from the management of their daily financial lives through services provided by The Aranda Group, follow the link provided below:
Raymond James is not affiliated with the Aranda Group
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Find the straightest path toward your goals with strategies custom-made for executives.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.