Our Firm


Weldon & Company is a Registered Investment Advisor.

"There is no substitute for planning when it comes to achieving financial success," says Ray Weldon. "I help clients determine their goals, and then, together, we develop the most efficient strategies to achieve them. I continually monitor their progress, suggesting adjustments to accommodate changes in the economy or in their personal situations. I help provide the information they need to make wise decisions regarding any changes in their strategies and holdings."

C. Raymond Weldon, President of Weldon & Company in Boca Raton, Florida, began his financial service career in 1976. He has a commitment to personal attention, unique financial solutions, and a proven investment process to help achieve the financial goals of his clients.

Ray believes that information and consistent communication combined with effective client implementation and feedback is the key to making informed decisions that can literally change your life.

Weldon & Company works primarily with affluent individuals and families, business owners and executives, professionals and retirees. We offer money management, retirement, business, and estate strategies, as well as guidance in the area of charitable giving. We also help clients with business and succession planning.

 

WELDON & COMPANY, Registered Investment Advisor2255 Glades Road, Suite 324A, Boca Raton, Florida 33431  Phone (954) 315-4100 Fax (954) 315-4101

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck