Can we get personal for a moment?

Wouldn’t you rather have a financial advisor who talks with you instead of at you, who genuinely wants to hear what you have to say and has empathy for what you’ve been through? Someone you can talk to openly about your life and your personal money matters. A financial advisor who can clear up uncertainties and simplify complexities in a warm and relatable human way.

At Owens Estate & Wealth Strategies Group, you will not only find such an advisor, but an entire team of experienced financial professionals and smart money managers who are truly committed to you and your financial well-being. What we’re all about can be summed up in these four words:

“Personal Relationships, Trustworthy Guidance.”

An experienced and credentialed team singularly focused on you

get acquainted
Owens Estate & Wealth Strategies Group

Left to right: Jessica Giles, Marian Neumeyer, Dylan Blomgren, Sonia Jenkins, Peter Ketchand, Kellie Ettlin, Matthew Olsen, Katie Carver, Lydia Ormsby, Sarah Moody, Karin Frisk.

We provide key services that bring value and simplicity to your life, including financial planning, asset management, retirement planning, insurance services and estate consulting.

To be a more informed investor, see our seminars, our view on the market, and Peter’s Perspective, insight from Partner and Director of Research Peter Ketchand, CFA®, MBA.

Keeping the crucial task of building your portfolio in-house enables our investment committee to carefully select the investments that we believe best fit your life and goals.

Information & insight

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Personal touches are a hallmark of our practice, but perhaps none sweeter than the candy bowl that we continually refresh.

Glad to meet you. Say hello.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or memberss.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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