Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

PJ Kursell Financial Advisors

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we are here to provide you with a personalized financial road map based on your goals, your time frame and your particular tolerance for risk.

Backed by the strength and resources of Raymond James, one of North America’s leading independent financial firms, we can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.


The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham