Invest in a good night’s sleep

Investment Management & Comprehensive Financial Planning

We are an independent, fee-only Registered Investment Advisory (RIA) firm specializing in organizing and simplifying your personal financial life and growing and managing your net worth safely. Our Certified Financial Planners (CFP ®) provide portfolio management and retirement planning services in Jacksonville, Ponte Vedra Beach, and Nocatee, Florida.

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EXPLORE SERVICES

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 Planners™ works with each client individually to provide meaningful 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.

WHO WE SERVE

Individuals & Families

We work with individuals and families in all stages of life. Using a combination of comprehensive financial planning and our unique investment management philosophy, we work with you to safely grow and manage your net worth.

Business Owners

As a business owner, we know your time is valuable and your business has a large impact on your personal finances. Together, we create a comprehensive plan to address your personal financial needs and those of your business.

Executives

Your wealth is growing, and you are busy managing a stressful, yet rewarding, career. You have savings and some investments—perhaps a large concentration of employer stock— but not a comprehensive plan.

Retirees

With paychecks no longer being deposited into your account(s), you live on a relatively fixed income (Social Security, pensions, etc.), covering any additional expenses by withdrawing from your investment accounts.

OUR SERVICES

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.

OUR APPROACH OUR ADVISORS
27

Years of Service

10

Number of Employees

$462M

Assets Under Management

DEDICATED TEAM MEMBERS

Committed To Providing You With Exceptional Customer Service

Allan A. Cohen, CFP®

Co-Founder, President/CEO

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Jacqueline Bos

CCO & COO

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Thomas Ellis, AWMA®

Executive Vice President

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Sean Guldi, CFP®

Chief Investment Officer

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Adam Oerther, CFP®

Vice President

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Jessica Schmidt, AAMS™

Investment Manager

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OUR ADVISORY TEAM

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What Our Clients Say About Our Company

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lisa Brown
Executive
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James brian
CEO of ABC

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