Our Story
Experience. Integrity. Accountability.
Founded on the principles of client-first service and disciplined financial stewardship
Built on Trust, Driven by Service
Our practice's story is built upon the quest of two well-seasoned advisors who looked for a way to better serve their clients. They wanted to be free of corporate dictates, to have the ability to always put the needs of clients first, and to be able to provide comprehensive financial planning so that investment selection would be predicated by clearly defined client objectives. The result is Chapman & Cardwell Capital Management.
Under the leadership of Pete Chapman and Mike Cardwell, each member of the team brings an area of expertise tempered by years of industry experience. And though they represent a diversity of knowledge and skill, each shares a common dedication to always provide client-focused service.
Our Core Values
Integrity
We place your interests first and operate with complete transparency in every recommendation and decision.
Partnership
We're committed to building lasting relationships based on trust, open communication, and collaboration.
Excellence
We bring deep expertise and leverage well-established resources to deliver a high standard of service.
Compassion
We understand that financial decisions are deeply personal and approach every situation with empathy.
"The best financial plan is one that adapts to life's changes while staying true to your core values and long-term vision."
Chapman & Cardwell Philosophy
Our Relationship with Raymond James
As independent advisors affiliated with Raymond James Financial Services, we enjoy the best of both worlds. We maintain complete autonomy in managing client relationships and crafting financial strategies, while accessing the robust infrastructure, research capabilities, and product offerings of one of the nation's premier financial services firms.
Raymond James' commitment to advisor independence means we're free to recommend solutions based solely on what's best for you—not corporate quotas or proprietary products. Their comprehensive platform includes institutional-quality investment research, advanced planning tools, and operational support that enables us to focus on what matters most: serving you.
This relationship means you work with advisors who have access to sophisticated resources, combined with the personalized attention and local accessibility you'd expect from an independent team.
Get Started
Experience the difference of truly personalized wealth management
Our team is ready to help you build a financial plan tailored to your unique goals and circumstances.
