Our Story

Serving Those Who Serve (STWS) is a different kind of financial services practice. Our exclusive focus is serving the Federal professional with custom strategies for the Federal workplace. We listen and understand what’s important to you to help you make informed financial decisions.

Founded in 1989

STWS was established to create a solution for people who needed better options. Federal professionals told us they were lacking financial advisory services just for them, so we began offering personalized planning based on the Federal workplace and its unique offering of employee benefits. We knew it was essential that every advisor had an in-depth knowledge of the Federal system and the combined handbooks covering the wide range of benefits – including the continual revisions.

That commitment continues to this day.

In service to the Federal professional

Financial planning can be complicated and confusing. That’s why it pays to discuss your situation with an advisor who is well versed in the special opportunities that Federal benefits afford. Our team of trained advisors can help you navigate your options. From your TSP to your Disability and Long Term Care insurance, we help you make the best decisions to take care of the ones who matter most.

The Team at STWS stands alone in offering:

  • Over a quarter of a century serving only the dedicated men and women who form the Federal ranks
  • Investment philosophy deeply rooted in the theories of three Nobel Prize economists (Harry Markowitz, 1990; Daniel Kahneman, 2002; and Eugene Fama, 2013), including use of Fama’s 3 Factor Model Investment Process
  • Strategic relationships with legal and accounting professionals well versed in planning for Federal professionals
  • A rigorous training and development program for all advisors, ensuring in-depth knowledge of Federal benefits and how to fully engage the best opportunities

You have acquired the exceptional knowledge and skills to faithfully serve others and dedicate yourself to a Federal career. Shouldn’t your advisory team make the same commitment to you?





Isn't it time someone cared about your unique financial needs?
CALL 1-855-437-STWS (7897)

   Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is
    independent of Raymond James Financial Services, Inc. STWS is not affiliated with or endorsed by the US government or Federal Employee Retirement System (FERS)
    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. Links are being provided for
    information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors.
    Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office
    for information and availability. Raymond James Privacy Policy
    Check the background of this firm on FINRA’s BrokerCheck

    Raymond James Logo, Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC