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White Raven Financial Services

ABOUT WHITE RAVEN FINANCIAL SERVICES: We are a small, established, lifestyle investment management/financial planning firm focusing on successful families and business owners. Through a planning process built on integrity, knowledge, and attention to detail, we seek to support our clients along a successful path through the various financial phases of their lives. We offer a personalized approach to help each client identify their needs and goals and create a map for their financial journey.We’re committed to mutual success. For us, diversity means valuing and respecting differences so that we bring out the best in each other. You can be yourself while building your career here.

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