Bassett, Dawson & Foy, Inc. Employee Directory

Investment ManagementDelaware, United States2-10 Employees

Bassett, Dawson & Foy, Inc. is an independent investment management practice established in 1985. Located in Wilmington, Delaware, the firm provides comprehensive financial planning services through a small advisory team, emphasizing personalized guidance for its clients' financial needs. The organization operates as a non-broker-dealer independent entity, with securities offered through a separate Raymond James affiliate and investment advisory services provided by another Raymond James entity, reflecting its arrangement within a broader network of financial professionals.

Its focus appears to be serving individual investors seeking integrated planning and advisory support, with clients potentially needing both planning and investment management guidance. The firm positions itself within the investment management industry as a locally based independent practice connected to a larger broker-dealer and advisory framework, offering access to Raymond James-distributed products and services. The company maintains a Wilmington mailing address and a modest operating profile, signaling a small, boutique-style practice within the broader financial services landscape.

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