Invest in a good night’s sleep
Investment Management & Comprehensive Financial Planning
Our fiduciary responsibility is at the core of everything we do. As an independent, fee-only Registered Investment Advisory (RIA) firm, we are legally and ethically bound to act in your best interest, ensuring transparency, trust, and expert guidance in managing your financial well-being. We specialize in organizing and simplifying your personal financial life while safely growing and managing your net worth. Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals provide comprehensive financial advisory, portfolio management, and retirement planning services, primarily serving clients in Jacksonville, Ponte Vedra Beach, and Nocatee, Florida, with relationships extending across the United States.
OUR EXPECTATION IS TO EXCEED YOURS
With an emphasis on capital preservation, we personalize your investment plan to fit within a certified and comprehensive financial plan designed to help you achieve your specific needs and goals.
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There’s a reason our clients trust us to manage and advise them on their hard-earned money. Our experienced team of CERTIFIED FINANCIAL PLANNERTM (CFP®s) works with each client individually to provide meaningful financial advice, insights, and guidance on how to best improve their unique financial situations.
OUR SERVICES
We have over 100 years of combined wealth management experience
Our clients are individuals and families who want honest, reliable financial advisors in Jacksonville, Florida to help them simplify their financial lives, navigate many of life’s financial decisions, and safely grow and manage their investment portfolios. Whether you are early on in your career, busy managing an established career, or have your sights set on retirement, we can help you reach your unique personal financial goals with our financial advisors in Jacksonville, Florida.
WHO WE SERVE
A Uniquely Elevated Investment Management Experience Shaped Around You.
Investing
We provide first-class investment management on a fee-only basis, preserving your capital through proper diversification and asset allocation.
Planning
We use sophisticated CERTIFIED FINANCIAL PLANNERTM (CFP®s) software to build a comprehensive and collaborative plan to help you achieve your goals.
Years of Service
Number of Employees
Assets Under Management
DEDICATED TEAM MEMBERS
Committed To Providing You With Exceptional Customer Service
HELPFUL RESOURCES
Latest Blog Posts
Navigating Geopolitical Risks in Your Investment Strategy
Geopolitical events—such as trade policies, elections, or international conflicts—can significantly impact financial markets, creating volatility that investors must navigate carefully. Understanding how these factors influence your portfolio is essential for making informed decisions and maintaining long-term stability in your investments.
What Are You Going to Do Now? Controlling What You Can in an Uncertain Market
“What should I do about my investments with everything happening in the world…
The Importance of Liquidity in Retirement
When you think about your investments during retirement, it’s easy to focus on…
Invest in a good night’s sleep
