Bahr Advisory Services of Raymond James

Specialties

We are your go-​to financial coordinator guiding you through a proven process to clarify your financial goals and get you on track to meet them. Our personal planning services are extensive and include:

History

Established in 1962.

Understanding your needs and aspirations, then planning for their achievement, are primary ways in which we serve you. We collaborate with your attorney and CPA to help ensure that all your financial decisions are well coordinated.

Meet the Manager

John B.

Manager

John chose Raymond James & Associates for Bahr Advisory Services because both place a priority on personal attention and client service. John has been serving clients for over 19 years with a distinctive combination of education, training, expertise and personalized service.

John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business. He earned three distinguished designations, Certified Investment Management Consultant, Chartered Retirement Plan Specialist (CRPS), and Wealth Management Specialist™ (WMS).

John specializes in retirement income and estate planning. He serves the needs of clients over the age of 50 concerned about retirement, affluent individuals who want to leave a legacy, and successful small business owners who want a transition strategy towards retirement. His clientele is primarily in the Triangle and Pinehurst, but his practice is national in scope.