Who We Serve

Business Owners & Entrepreneurs

New to FInancial Planning

Wealth Building
Pre-Retirement & Retirement
Legacy Planning

Business Owners & Entrepreneurs

Business owners and entrepreneurs face unique financial planning challenges.  They need advice on how to provide for their families and those that work for them while growing their wealth.  Business cycles make revenues uneven and market forces can create challenging landscapes.  Most business owners and entrepreneurs are focused on the growth of their business and often don’t have time to manage their personal finances.

We Understand Challenges Facing Business Owners

Knight Wealth Advisors is an independent business as well.  We know and understand the challenges that face the business owners we serve.  Important questions such as which retirement savings plan is right for my business and how can I ensure my key employees will stay with my business are often overlooked or filled with some cookie-cutter approach.

We take time to learn and understand you and your business so that we can design and develop custom solutions for you.  We often use the phrase, let us focus on what we do best for you, so that you can focus on what you do best for your customers.

The Team At Knight Wealth Advisors Offers The Following Services:

To Business Owners & Entrepreneurs

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Retirement plan reviews

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Corporate executive insurance reviews

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Key Man policies

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Golden handcuff policies

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Executive Bonus Compensation Plans

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Employee education on all the services we provide

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College 529 Plans through employer payroll

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Our exclusive Business Think Tank 

Take the Next Step Toward Financial Planning with KWA

Where Will Your T.R.A.I.L. Lead?

Securities offered through Raymond James Financial Services, Incl, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services

Raymond James financial advisors may only conduct business with residents of states and/or jurisdictions for which the 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 he content of any website or the collection or use of information regarding any website’s users and/or members.

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