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TYLER LAVOIE
Co-Founder and Senior Wealth Advisor






Hello, I'm Tyler
I didn't grow up thinking I'd be a financial advisor — but in hindsight, it feels like this path was always meant for me.
I've always had a heart for helping people, especially during moments that feel uncertain or overwhelming. And after years in this industry, I've come to believe one thing deeply: the most important financial question isn't "how much do I have?" — it's "what is it for?"
That question sits at the center of everything I do.
Most people don't need more charts or jargon. They need someone who sees them — not just their accounts — and helps them align their resources with what actually matters. Someone steady. Someone thoughtful. Someone who makes big decisions feel a little less scary.
I help individuals and families navigate that process through what I call a Stewardship Planning Process — a framework that starts not with your portfolio, but with your priorities. We work to understand the life your money should support, organize your full financial picture, and build a strategy around your goals — then walk alongside you as life and markets inevitably change.
Stewardship means something specific to me: money is a tool, not a trophy. What you do with it — and why — matters more than how much you accumulate.
I work best with people who value long-term relationships, trust, and having a steady partner in their corner. I hold designations including ChFC®, CKA®, ABFP®, AAMS®, CRPC®, and AWMA® — but credentials matter far less than showing up when it counts.
Outside of work, you'll find me at the gym or writing my children's book series, The Financial Adventures of Colby Jack — because I believe confidence with money isn't built at retirement. It's built in childhood, around the kitchen table. That work is simply an extension of the same philosophy I bring to every client relationship.
If we get the chance to work together, here's what I hope you walk away with: clarity about what your money is for, confidence in the path forward, and a partner who will still be in your corner decades from now.
At the end of the day, the question isn't how much; it's what for.
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Any opinions are those of Tyler Lavoie and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

