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
- B&C News | Estate & Gift Planning | financial planning | General Principles | Investment Planning | Retirement Planning | Tax Planning
Building Wealth Across Generations: Timeless Financial Planning Strategies
Discover how timeless values of generational wisdom, financial discipline, and legacy preservation still shape modern wealth management. Inspired by lessons from the Great Depression and a grandfather’s enduring principles, this story shows why fiduciary duty, holistic planning, and fee-only advice stand the test of time — and why true financial planning is about more than numbers, it’s about building stability for generations.
Understanding the OBBB’s Impact on Charitable Giving
On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into…
- Estate & Gift Planning | financial planning | Investment Planning | Retirement Planning | Tax Planning
Planning with Purpose: Where Philanthropy Meets Financial Planning
In today’s evolving financial landscape, the most visionary individuals aren’t just building wealth,…
Invest in a good night’s sleep
