Broker Check


Saxon Financial Group has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions.

Raymond James delivers the industry-leading support, technology and resources of a premier financial services company, which allows Saxon Financial Group to work closely with you to create custom strategies for your short-and long-term financial challenges.

Going RIA in April 2021 allowed Saxon Financial Group to take on Fidelity as a custodian in addition to Raymond James, and we are excited to offer this additional custodian. Fidelity is an industry leader in technology. Investing $3 billion annually in technology. Fidelity is advancing our capabilities to be future-driven. They focus on a streamlined, intuitive, fully digital experience with the highest level of service.