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A future envisioned by you, guided by us.

Tri Counties Advisors will get you there.

When you work with Tri Counties Advisors to plan your future, you work with local, trusted professionals dedicated to helping you reach your goals. From planning for retirement to planning for the unexpected, our team is experienced in all aspects of personal finance.

What’s more, we customize a financial strategy specifically for your unique situation, preferences and plans for the future. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

We focus on assisting with building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision made will be focused on achieving the results you want.

Our mission is to help our clients achieve financial independence through:

  • Professional advice
  • Sound risk management
  • Quality investment products
  • Personal, effective service

Wealth and asset management

Retirement income planning

Estate planning

Mutual fund and equity research

Insurance and annuities


College planning

Portfolio reviews and assessments

Our Advisory Process

Our advisory process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals as needed.

1) Understand
  • Establish relationship
  • Gather information
  • Review scope of services
2) Design
  • Analyze and evaluate needs
  • Collaborate with your other professionals (lawyer, CPA)
  • Educate on findings and solutions
  • Confirm recommendations
3) Implement
  • Adopt action plan
  • Coordinate with professionals
  • Employ solutions
4) Manage
  • Monitor progress
  • Review and revise
  • Periodic reviews

With Tri Counties Advisors, you have a skilled partner who can help you get where you want to be. So when you’re ready to take steps to reach your goals, we’ll make sure you’re stepping in the right direction. Contact us today.

Call or visit us for more details on our value added services:

Check the background of this firm on FINRA's BrokerCheck

**Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC , and are:

  • Not deposits or obligations of the bank
  • Not insured by FDIC or any other government agency
  • Not guaranteed by the bank
  • Subject to risk , including the loss of principal

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Tri Counties Bank (TCB) and Tri Counties Advisors are not registered broker-dealers and are independent of Raymond James Financial Services.

Office of Supervisory Jurisdiction:
3700 Douglas Blvd.
Roseville, CA 95661

Raymond James privacy policy

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they 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.

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Investment Services provided by Raymond James Financial Services, Inc.®

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