Our Story

Partnership with Purpose

When you work with us, you’ll see that we are invested in your success. We make genuine connections and build lifetime partnerships. We remain focused on your journey at all times, so you can spend your time doing what you love.

A History of
Financial Advocacy

Our team was built on the passion and commitment of our founding advisor, E. Kim Dignum. Years ago, as a single mother facing financial challenges, E. Kim committed herself to learn all she could about financial planning and investments. She has dedicated her life to gaining the financial knowledge, training, and experience to help her family and families like yours realize their dreams. Our team is committed to sharing our financial lessons with you.

The Dignum Difference

When you partner with us on your financial journey, we offer the following advantages:

Exclusive Attention

As a boutique advisory team, we serve a select group of clients who have been referred to us. This enables us to bring you an intimate level of focus and responsive service.

Trusted Independence

We follow a fiduciary standard throughout the financial planning engagement. As such, we will place your interests ahead of our own.

Commitment

We are not only believers in the benefits of financial planning—we practice it daily.

Collaboration

Our team works hand-in-hand, bringing you the advantages of their shared knowledge, strategies, and extensive experience.

Advanced Planning

E. Kim Dignum and Ryan Dignum are both CERTIFIED FINANCIAL PLANNER^® professionals. They have met rigorous education, training, and ethical standards.

Innovative Thinking

We constantly pursue continuing education concerning the economy, emerging issues, and new developments in taxation, so we bring you the latest innovative thinking.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Let’s Partner to Pursue Your Dreams

Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.

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