The Best Financial Advisors in Jacksonville

Here is our List of the 10 Jacksonville Financial Advisor
Brower Financial Group

Darby Brower owns Brower Financial Group in Ponte Vedra Beach and is proud to have chosen J.W. Cole Financial, Inc. as his broker-dealer. As an independent firm, the financial advisors at Brower Financial Group are able to work with your unique interests in mind.

Darby and his team of professionals will partner with you to understand your unique needs and goals, help you clarify your objectives, and assist you in creating a long term plan. Our planning focuses on capital accumulation and wealth management to help you achieve your financial goals.

Darby can provide you with a full range of investment products and individual insurance services. INDEPENDENCE, OBJECTIVITY and INTEGRITY are the values that lead clients to build a relationship with Darby and his team.

Services

  • Asset Management
  • Estate Planning
  • Cash Management
  • Education Funding
  • Fee-Based Accounts
  • Mutual Funds
  • Comprehensive Financial Planning
  • Stocks & Bonds
  • Life & Health Insurance
250 A1A North Suite 100 Ponte Vedra Beach, FL 32082
Camarda Wealth Advisory Group

Since 1993, Camarda Wealth has served the Jacksonville, FL community with independent financial advice, investment management, retirement, estate planning, asset protection, 401(k) rollovers, financial planning, real estate and business advice designed to help families get wealthier with less tax and risk.

We are dedicated, full time fiduciaries, specializing in high net worth individuals. As an SEC registered investment advisor, we offer CFA®-grade fee-only investment advisory services, including portfolio management. Beyond objective and transparent investment guidance, our wealth management group has deep experience in other core wealth needs successful individuals and families pursue, including advanced estate, tax, asset protection, and will and trust planning.

We are also proud to have been repeatedly noted in the Wall Street Journal, Barron’s, Forbes and others, to have earned an A+ rating with the Better Business Bureau since they began tracking us many years ago, and to have been noted in the national and Jacksonville media for decades.

Services

  • Investment Management
  • Wealth Management
  • Tax Reduction
  • Asset Protection
  • Estate Planning
  • Retirement Planning
  • 401(k) Planning
  • Business Owner Planning
4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246
Excalibur Financial Services

Many firms and advisors spend a large amount of time searching for new business. At Excalibur Financial Services, we believe that our existing clients are our number one priority. In most cases, we are committed to respond to client requests the same day that they are received, within 24 hours when same day response is not possible. We innovate to meet the needs of our clients. If a solution does not exist, we seek to create one.

This commitment to service has worked for us for over thirty years, as evidenced by how long our clients stay with us and the large number of referrals they provide to us.

We provide financial services to the affluent, which includes business owners, executives, medical professionals and retirees. Many of our clients have a of team advisors, including CPA’s, attorneys, bankers, and investment and insurance brokers. We have found, however, that no matter how much work has been done, there are almost always opportunities for financial gain, and tax savings. Our customized financial solutions are designed to help you make the most of your income and assets.

Services

  • Investment Management
  • Comprehensive Financial Planning
  • Business Continuity
  • Retirement Planning
  • Estate Planning
  • Insurance
10245 Centurion Pkwy N Suite 108 Jacksonville, FL 32256
Hubbard Financial Planners

Hubbard Financial Planners is meant to be a relationship – one that recognizes the work and time that has gone into creating wealth and that respects what is necessary to manage that wealth with care and precision. Together with you, our motivating goal is to help make sure your money serves the purposes you intend, now and for future generations.

Our clients are professionals, business owners and self-made successes that have established themselves in their families and communities. We make it our priority to help them travel, volunteer and connect with the people that matter in their lives.

We keep them free from the worry of day- to-day financial matters. We also encourage our clients to participate in their own financial plans and apply their own financial acumen and understanding where appropriate.

Insight + Experience = Confidence
The Hubbard Financial Planners Difference

It often takes more than saving and simple investing to successfully protect and grow wealth. Experience, knowledge and ongoing attention are critical to reaching your financial goals. We provide a proven professional method to help guide you through the many opportunities and challenges of the financial world to help ensure you have the resources available for managing the wealth you’ve worked hard to accumulate.

4040 Woodcock Drive, Suite 205 Jacksonville, FL 32207
Jax Wealth Advisor

As independent financial advisors, we create objective, customized planning strategies to help manage, preserve, and transfer our client’s wealth. We are committed to helping individuals and families pursue their goals through what is most important to them, their personal values.

We take great pride in helping you organize the demands of managing your wealth in order to allow you to devote time to your business and your family. Through our Proactive Wealth Management Solution, we organize your assets, insurance, liabilities, and estate documents to help simplify, consolidate, and integrate every aspect of your financial future.

Why Jax Wealth Advisors?

Retirement is a celebration, a new chapter in your life. You want to focus on what is most important to you: travel, friends, family, and seeking your own personal purpose. We know moving into retirement can be challenging, trying, and often confusing. Our experienced planning team will help prepare a financial strategy in line with your own personal values and goals.

We believe retirement planning is effectively managing the income needed from your life’s work. We can help you unravel the maze of confusion from complex IRA rollover and transfer rules to creative estate planning strategies.

FINANCIAL PLANNING

It all begins with our own educational client survey. Unlike most questionnaires that are really just sales tools, our survey, is designed to help you understand the really important choices you are making for your retirement years. You receive detailed information to review and solid feedback based on what you feel is most important to you, your own personal goals, and values! From there, we listen to you.

3840 Belfort Road Suite 103 Jacksonville, FL 32216
MFFM

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, we believe just as no two individuals are the same, no two investment plans are the same. We will meet with you to determine your unique situation and goals.

Our Process

We start with where you are now and how you have invested in the past. From there we use a disciplined strategic approach to achieve your goals for the future.

Services

  • Investment Management

We recognize that just as no two people are the same, neither is their risk tolerance. We want you to be comfortable with how your assets are structured and know how they are expected to perform over the long and short term.

  • Retirement Planning

We take pride in helping clients ensure that their golden years are truly golden, but that planning starts long before the actual retirement date.

  • Trust Advisory

Many of our clients are either trustees of their own Revocable Living Trusts or trustees of other trusts. We work in collaboration with your attorney to review documents and ensure compliance with trust provisions.

  • Tax Services

Although we do not prepare your tax returns, we understand that without thoughtful implementation of your asset allocation plan, the tax impact on your portfolio can be significant.

  • Charitable Gifting

We want to make it easy for our clients to support the causes that are dear to their heart. We encourage the gifting of highly appreciated assets to charities that our clients already support as well as to family members in lower tax brackets.

  • Estate Planning

The families we serve value their lifestyles and know that they are the result of hard work and dedication.

8047 Odom Ranch Trail Keystone Heights, FL 32656
PARAGON Wealth Strategies, LLC

We were founded in 2004 as a branch office of a broker dealer. Seeing the storm clouds approaching as the Financial Crisis of 2008 loomed, we decided to leave that firm and create a fiduciary, fee-only Registered Investment Advisor (RIA) firm, independent of Wall Street’s interests, designed to look out only for our clients’ best interests.

We registered directly with the SEC, and negotiated a relationship with Fidelity to custody our client’s assets for safekeeping and investment implementation.

At a minimum, our advisors acquire the CERTIFIED FINANCIAL PLANNER® certification. Fewer than 20% of all financial advisors ever achieve this credential. While many view the CFP® credential as a confirmation of professional competence, because it requires significant training and testing to achieve – we view it only as a starting point.

Services

  • Wealth Management

A comprehensive, ongoing effort to maximize your total wealth picture for today, tomorrow, and for future generations.

  • Investment Management

A strategy designed specifically for clients who have worked hard to build a nest egg and are ready to enjoy the fruits of their labor.

  • Retirement Planning

Just as your life will change when you retire, you must make occasional changes to your retirement plan in order to stay on track.

 

 

 

10245 Centurion Pkwy N. Ste. 106 Jacksonville, FL 32256
Riverplace Capital

Riverplace Capital is a private wealth management firm located in Jacksonville, Florida. We offer a full array of financial resources and specialties in Investment Management, Business Ownership, Real Estate, and Family Office services. A fiduciary Registered Investment Advisory firm, we provide discreet, personalized, and individually tailored financial services to long-term investors. Riverplace Capital Money Managers deliver top performance through financial planning and disciplined investing. We work together with you to enhance your investment results and income, manage your risk, and provide tax protection.

At Riverplace Capital a key differentiator is our individuality of thought. We research and create our own financial models, reviewing and refining them as needed. We quickly adapt and respond to new information. A willingness to learn and explore are among our greatest strengths. The firms’ culture promotes disciplined investing as well as intellectual rigor and curiosity.

Our Services

  • Wealth Management
  • Small Business Advisor
  • Money Management
  • Retirement Planning
  • Investment Advisor
  • Financial Planning
  • Real Estate, Financing Options & Self-Directed IRAs
  • 401K Rollover
  • Tax Protection
  • Opportunity Zones
1301 Riverplace Boulevard Suite 2130 Jacksonville
Sanchez Wealth Management Group

Sanchez Wealth Management Group offers all-encompassing services for our clients. Our reputation thrives on striving to provide a high level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Sanchez Wealth Management Group can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Sanchez Wealth Management Group aims to provide a continued education that will strengthen our working relationship.

Services

  • Investment Management
    Our goal is to assist our clients in the prudent management of their valuable assets.
  • Comprehensive Financial Planning
    Our wealth plan doesn’t just track your finances – it also tracks your life.
  • College Planning
    Savings Strategies to Help you Save for Your Family’s College Expenses.
  • Insurance & Estate Planning
    Services that Work Together to Address Your Unique Needs and Objectives.
  • Generational Wealth Transfer
    We know it is important to you that your heirs be good stewards of money.
5150 Belfort Road Suite 702 Jacksonville
TrustWell Financial Advisors

At TrustWell, we don’t sell products and don’t receive commissions. We are the financial guide that only works for you and our one goal is to act in your best interest.

On Your Side

We know it can be frustrating when your advisor doesn’t put you first. We have the competence and experience to give you advice that you can trust. Simply contact us to schedule your free initial consultation so that we can help you be confident in your finances.

Free First Visit

TrustWell’s advisors and office staff are easy to talk to. We offer a free get-acquainted meeting in our office for prospective clients.

Clients Matter Most

We believe our fee-only business model dramatically reduces possible conflicts of interest and helps our clients have confidence in our recommendations.

Make Smart Decisions

We’re here to help. Whether you’re just getting started or well on your financial journey, we can be your guide.

Advice You Can Trust

We don’t sell financial products and we don’t work for commissions. Our only source of income is the fees that our clients pay us for the work that we do.

Services

  • Financial Planning

No captain leaves port without a harbor chart and no pilot leaves an airport without a flight plan. Yet most Americans pass through life with no well-considered plan for their money.

  • Investment Management

Saving and investing is a key part of most everyone’s financial plan. Accumulating wealth and then managing it to grow and last for a lifetime is much more challenging. Life is busy and the financial world is complex.

8825 Perimeter Park Blvd, Suite 304 Jacksonville

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria