What We Do

Dedicated, Generational Partnerships

We’re dedicated to serving families who want greater confidence about their wealth. Our clients are savvy, successful individuals who appreciate the guidance and oversight of a knowledgeable financial partner, and we provide diligent, wraparound wealth management that allows them to relax knowing their financial world is well tended. With us as your partner, you can have confidence that your wealth is serving your best interests today and for generations to come.

Comprehensive Oversight. Active Portfolio Management.

At Silcox & Avonda, we are diligent planners and hands-on investment managers. We provide a wide array of wealth management services to support you and your family, and we specialize in discretionary asset management, ensuring each decision is aligned meticulously with your needs and goals. Leveraging both technical and fundamental research, we stay at the forefront of the industry and keep you apprised of everything you need to know about your wealth and the broader markets.

Our Services

  • Discretionary Asset Management
  • Banking & Lending Solutions
  • Education Planning
  • Estate, Charitable Giving, & Trust Planning Strategies
  • Financial Planning
  • Fixed Income Services
  • Longevity Planning
  • Portfolio Management
  • Retirement Planning
  • Risk Management

Banking and lending solutions are provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank. Steward Partners is a separate entity from Raymond James, Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and Raymond James Bank.