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431 Geneva National Ave.,
South, Lake Geneva, WI  53147

(262) 686-3005


Middleton Office


Middleton Office
Middleton, WI  53562

(608) 836-5133


Our team has been recognized in our industry and our community.

Our History

Barron's 2021 Top 1200
Financial Advisors*

Our Process

2021 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our History

2020 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our Values

2019 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Our Resources

2018 Forbes Best-In-State
Wealth Advisors for Wisconsin*

Tyson Ray was named to the 2021 edition of the Forbes Best in State Wealth Advisors

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Tyson Ray was named to the 2021 edition of the Barron's Top 1200 Financial Advisors list

**Barron's “Top 1,200 Financial Advisors,” March 2021. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

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