We Are Guided By Five Core Values

Every action and behavior seeks to reflect these ideals. They guide every action or choice we make with regard to ourselves, our clients and our employees. They are evident in our client relationships, our advice and recommendations, and in our service to you and one another.

People First

Do what is best for your clients and team members to make a positive difference in their lives.


Operate with the highest moral and ethical standards to earn the complete confidence and trust of all we serve.


Seek to achieve superior results through an attitude of ownership, shared vision, mutual sacrifice and accountability.


Seek the best, never compromise personally or professionally.

Entrepreneurial Spirit

Drive innovative thinking, initiative and creative problem-solving to accelerate the success of our organization and benefit the people we serve.

The Melges Group of Raymond James - Brennan Bennett "We work together as a true team. This collaboration gives our clients the benefit of overlapping areas of expertise and a multidimensional approach for addressing and seeking to resolve every important financial challenge." – Brennan Bennett