LAKE PLACID — Local financial advisor Charlie Cowan and his partner Kevin Brady, CFA from Long Run Wealth Advisors, an independent firm affiliated with Raymond James’ independent broker/dealer, Raymond James Financial Services Inc. in Lake Placid, are celebrating their one-year business anniversary following the establishment of their firm in December 2015.

Cowan was previously affiliated with Philadelphia-based Janney Montgomery Scott, where he managed a variety of investment strategies for clients from his Lake Placid office. Brady partnered with Cowan at Long Run Wealth Advisors after leaving his role as Tri-Lakes Regional Manager at Champlain National Bank in Lake Placid. Brady had returned to the area in 2014 after a 20-year Wall Street career. He brought significant experience managing and trading global portfolios having worked at a variety of global financial institutions in Boston and New York. Joining Cowan and Brady at Long Run a year ago were Galen Crane, Practice Manager, and Jay Campion, Registered Service Associate.

Long Run Wealth provides customized investment strategies and personalized financial planning for individuals, families, businesses, trusts, foundations, endowments, and retirement accounts. The team’s expertise in research, portfolio design, trading, and risk management enables them to continually navigate the complexities of the market and manage a wide variety of investment portfolios. The process extends to their clients’ lifetime financial needs including retirement planning, college savings strategies, business planning, lending services, and estate planning. To achieve long-term goals, Long Run Wealth works in partnership with their clients’ respective lawyers and accountants to manage the entire financial plan and provide ongoing guidance, education, communication and support as financial circumstances evolve.

“The Raymond James affiliation has offered our clients the best of both worlds,” Cowan said. “They receive personalized attention close to home, yet have access to the resources of a world-class financial services firm, including state-of-the-art portfolio management and trading software, online and mobile client portal (Investor Access), and flexible reporting to meet each client’s individual needs. A year after making the move to independence with Raymond James, we couldn’t be happier or more convinced this was the right decision both for the team and our clients.”

Long Run Wealth Advisors is located at 2047 Saranac Avenue, Suite 201 in Lake Placid, can be reached at 518-302-5191, and can be found online at www.longrunwealth.com.