Skip to content
  • O: 614.891.4844
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Stewart Flaherty
    • Tamara Colvin
    • Lia Casino
    • Erin Bäby
    • Tamara Adams
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families & Individuals
    • Retirees
    • Women Investors
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Commentary and Insights
    • Worthwhile
    • Client Access Videos
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • FlahertyColvin
    577 Office Parkway Suite A Westerville, OH 43082 O: 614.891.4844
    Map and Directions Map and Directions
FlahertyColvinFlahertyColvin
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
    • Calculator
    • Newsletter
2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership
How corporate executives are leveraging AI
From innovation and competitiveness to streamlining productivity.
Business Ownership
Read
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
Read
A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership
Read
Be a Cultural Chameleon
2/3/2019
Adapting your style to that of other cultures is smart business.
Business Ownership
Cash Flow Calculator
Having adequate cash flow is essential to keep your business runn...
Personal Finance
Always here for you
FlahertyColvinFlahertyColvin
  • 577 Office Parkway Suite A Westerville, OH 43082
  • O 614.891.4844
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as FlahertyColvin. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. FlahertyColvin is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.