John K. Bahr is an investment management consultant and wealth management specialist with over 25 years of experience advising affluent families and 401k plans. He works with Raymond James & Associates, a large financial services firm, to provide fee-based financial planning and independent investment advice. His process involves understanding a client's goals through interviews, creating a customized financial plan and investment portfolio, and ongoing coordination, communication, and adjustments over time.
1. Bahr Advisory Services John K. Bahr, WMS Certified Investment Management Consultant Raymond James Private Client Group 249 E NC Hwy 54, Ste. 300 Durham, NC 27713 888-228-0931 [email_address] www.MyFamilyFoundation.org Helping People Retire Comfortably
2.
3.
4.
5. Your Financial Planning Team Raymond James Private Money Managers Alternative Investment Department Insurance Services Corporate Trust Services Concentrated Stock Specialist Trading and Research Client and Family Bahr Advisory Services CPA Attorney
![Bahr Advisory Services John K. Bahr, WMS Certified Investment Management Consultant Raymond James Private Client Group 249 E NC Hwy 54, Ste. 300 Durham, NC 27713 888-228-0931 [email_address] www.MyFamilyFoundation.org Helping People Retire Comfortably](https://image.slidesharecdn.com/bahradvisoryservices-124518010217-phpapp02/85/bahr-advisory-services-1-320.jpg)
![Background – John K. Bahr ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)