Our Custodian

As a Raymond James affiliated independent advisor we can help you create – a financial plan designed for who you are, how you live, all the things you want to do and all the things you haven’t thought of yet. A plan designed to help you reach the major milestones like college and retirement without overlooking the smaller details like buying a new car or taking a dream vacation.

For our brokerage and securities clients, JHG Financial has partnered with Chalice Wealth Partners. Chalice Wealth Partners corporate pledge is that the client’s trust and interest will always come first. Ethical conduct and integrity will not be compromised. They believe in a nonproprietary approach with open architecture which gives advisors and their clients the best opportunity for profitability and success.

These two firms belief align with JHG Financial’s goal of providing our clients with an unbiased resource that can offer you advice based solely on your needs and goals. We are able to give you guidance that is truly objective, unencumbered by any potential conflicts of interest. Our only interest is that your investment program meets your financial objectives and covers your financial blind sides.