Call us: 407-786-0092
Our clients—including individuals, corporate retirement plans, and foundations—rely on us for wise, independent financial counsel in
pursuit of financial freedom, peace of mind, and the accomplishment
of life purposes.
We believe financial resources are not an end to themselves, but a tool to help families accomplish goals and objectives. That's why we keep the ratio of clients to client managers very low. We value close relationships and strive to provide exceptional personal service.
For financial planning clients, we review all major areas of financial planning. We walk through the financial planning process with our clients, presenting multiple alternatives and educating them on various issues, from relevant changes in the tax code to various types of risk.
Our disciplined investment process begins with an analysis of our clients’ goals and risk tolerance. We use primarily no-load mutual funds and electronically traded funds (ETFs) which are selected based on rigorous and disciplined research to identify fund managers with a sustainable edge.
Raymond Johnson is the founder of Steadfast Financial Services, in business since 1998. Prior to opening his own business, Raymond had twenty years of experience in accounting, tax, and financial planning, including eight years as a partner with Ronald Blue & Company. He believes in applying time-tested principles of money management in conjunction with a personal level of service for all of Steadfast’s clients.