Welcome to
Cygnus
We view client relationships as partnerships that are designed to help our clients meet their long-term financial and planning goals.
Our offerings include:
Our approach is disciplined and team-oriented, and as a privately-owned and independent practice, we have the flexibility and focus to deliver unbiased advice.
We understand that relationships must be built on honesty and integrity, as clients are entrusting us to help secure their financial future.
We invite you to get to know us better.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community. We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services. Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives. Learn More
Why Cygnus
- A highly capable, educated, motivated and stable team
- A sound, focused and disciplined approach
- Individualized, cost-efficient and risk-managed portfolios
- Unbiased planning advice
- Independent and impartial counsel
- Top-notch client service and accountability
- A long-term partner to help you achieve your goals
Client Experience
We understand that relationships must be built on honesty and integrity.
We meet as a team each week to discuss any pending or anticipated client needs and will be ready to assist as needed. That is the client experience that we pride ourselves on delivering and strive for every day.
We review investment results with clients on a regular basis and provide reports that will allow clients to evaluate performance in relation to their individual goals.
We also encourage clients to include other trusted advisors, such as an accountant and tax attorney, from the onset of the relationship, to ensure the proper coordination.
Giving Back
Philanthropy lies at the heart of Cygnus; these activities include both financial sponsorships as well as volunteerism. All of our employees support and participate in these activities, and while our philanthropic activities have a heavy tilt toward finding a cure for cancer, we support the causes of all of our employees.
Causes we have supported over of the past few years include:
- Melanoma Research Foundation
- Levine Cancer Institute
- Atrium Healthcare Foundation
- Anne Springs Close Greenway
“Giving back is at the core of our culture. At Cygnus, we value the charitable interests of our team, and together we make a profound impact on each of our individual charitable interests.”
– Lisa McIntire Shaw, Managing Partner
Raymond James is not affiliated with any organizations mentioned
What Cygnus Means
Why is our name Cygnus?
Cygnus is the swan constellation of the Northern Cross, which is visible only in the northwest quadrant of the sky. We chose this name for our practice because in the investment world, our target for the performance of client accounts is the northwest quadrant of a risk v. return chart – indicative of higher return with less risk.
We recognize that many in the next generation want low-cost and customized investment solutions, and the ability to begin investing with less money. Cygnus Next bridges this gap by offering beginning investors access to the same investment in-depth investment research that we offer all clients.