A tradition of care and planning excellence.

Our Story

Founded by Sally Law in 1980, Law & Associates Wealth Management and Planning has forged a reputation of helping clients make forward-thinking financial decisions through customized planning strategies and a commitment to exceptional care. Today, Sally’s legacy is an inherent part of our planning approach and client commitment – thoughtfully delivering leadership, a forward-thinking vision and, at every opportunity, consistently exceeding expectations and making a difference in the lives of our clients. Through our team’s collective expertise, we provide personalized retirement, education planning, divorce planning, wealth management and estate planning solutions precisely tailored to meet your needs.

Most importantly, we understand that everyone’s financial journey is very different and each client we serve has unique dreams and aspirations. To help make their vision a reality means truly partnering with our clients to provide the comprehensive care, tools and planning experience required to help assure financial security. It starts with carefully listening to our client’s goals, helping them make the important choices and making their priorities our very own. That’s where we really shine and carry forth Sally’s vision. Making a difference every day, so that our clients can be confident that their dreams are on a path to becoming a reality.

Law & Associates is an independent branch of Raymond James, one of the most respected financial institutions in the nation. Raymond James offers trusted and innovative products and services backed by years of financial expertise and leadership. As clients of Law & Associates, you’ll receive personalized care and the utmost attention of a boutique firm with the vast benefits that Raymond James has to offer.

About Raymond James

Founded in 1962 and a public company since 1983, Raymond James & Associates, Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Its stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial Services, Inc. has more than 7,800 financial advisors serving 2.7 million accounts in 3,100 locations throughout the United States and overseas. Client assets total approximately $790 billion, of which approximately $43 billion are managed by the firm’s asset management subsidiaries. Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work, and as a national leader in support of the arts.

Our Mission

To partner with our clients, helping them to achieve financial wellness and their vision of tomorrow.

Our Values

Knowledge & Understanding

Success starts with carefully listening and having a clear understanding of our client’s unique needs and goals.

Care

Above all else, we care and place our client’s interest first at every opportunity.

Integrity

Regardless of situation or circumstance, we demonstrate honesty, respect and integrity at all times.

Teamwork

Partnership, collaboration and teamwork yields better results.

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Privacy Policy

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Law & Associates, Inc. Law & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

6111 Tulane Avenue
Glen Echo, Maryland 20812-1205
(800) 835-6111 • (301) 229-8500
(301) 229-8504 (Fax)