Invest in a good night’s sleep

Investment Management & Comprehensive Financial Planning

We are an independent, fee-only Registered Investment Advisory Jacksonville, Florida (RIA) firm specializing in organizing and simplifying your personal financial life and growing and managing your net worth safely.

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 wealth advisors works with each client individually to provide meaningful insights and guidance on how to best improve their unique financial situations.

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 financial planner software to build a comprehensive and collaborative plan to help you achieve your goals.

27

Years of Service

10

Number of Employees

$462M

Assets Under Management

DEDICATED TEAM MEMBERS

Committed To Providing You With Exceptional Customer Service

great words about us

What Our Clients Say About Our Company

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lisa Brown
Executive
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James brian
CEO of ABC

Invest in a good night’s sleep

Invest in a good night’s sleep