The Best Financial Advisors in Jacksonville.

Address: 1901 University Blvd W, Jacksonville, FL 32207

Phone: 904-733-5321

Website: https://www.toamsfinancial.com/

Toams Financial in Jacksonville, Florida’s trusted group of financial advisors. We offer customized financial plans for every step in life whether you are just getting started or have a long history of financial investments. Toams Financial, offers an array of personalized services, support and guidance that will help make a positive difference in the pursuit of your financial goals. We bring over 20 years of investment experience. Founder, Mario Payne, CFP, is a veteran who served in the United States Army, guiding as a financial sargeant, guiding soldiers to achieve their financial goals. His passion for serving the community is the backbone of Toams Financial. Each financial advisor creates a customized plan for you and your unique goals and aspirations. We conduct meticulous market research to ensure you are in good hands no matter what life throws your way. Our philosophy as financial planners is to generate lifelong wealth while making investing simple. Toams Financial specializes in college planning, investment, retirement, and estate management services. Schedule an appointment today to get started with a zero obligation introductory call.

Address: 1171 Beach Blvd., Unit7A Jacksonville Beach, FL 32250

Phone: 904-474-3869

Website: https://www.jaxwealthadvisor.com/

Csenge Advisory Group in Jacksonville, FL is independent for a reason- we want to give our Florida clients that localized touch so you feel like part of our team and not just another file in a Nationwide client database. But that doesn't mean we don't deliver large-scale results. Years of experience have honed our insight on what works and what doesn't, shaping our formative approach known as the Csenge Difference. Simplification and satisfaction are the names of the game. We follow the highest fiduciary standards of business to provide you with unique wealth management solutions tailored to fit your lifestyle and financial goals. We take the complexities out of the equation to ensure you understand every step of the process, and won't move forward until you are 100% on board with how your hard-earned wealth is handled. Our Jacksonville team is diverse and highly skilled to cover every aspect of portfolio construction, investment, regular management, and estate planning. Our sole mission is to establish exceptional financial outcomes for affluent families and prominent business owners in Jacksonville, FL seeking long-term results that pay off for generations. As a fiduciary, your interests are the driving force behind our financial recommendations. Other investment firms follow a standard procedure that aligns with what suits them, but it's clear to us that everyone's success starts with the satisfaction of the client. Therefore- forget about commissions. You deserve better and we are here to provide the investment building blocks that put you on a straight path to prosperity and peace of mind. We understand financial planning can get overwhelming fast. We sit down and listen to you! And from there, no question is too big or too small. There is no "one size fits all" solution to building an investment portfolio. Let our years of experience be your guide to managing your wealth with finesse. Consistency is key, which is a crucial focus of our service. After you partner with us, you're not just another portfolio in a cabinet. The real work begins, and we stay on top of ever evolving financial trends to keep you ahead of the curve.

Address: 100 N Laura St #802 Jacksonville, FL 32202

Phone: 904-371-4435

Website: https://www.floridafa.com/

At Florida Financial Advisors we have customized our services to specifically fit the financial needs of Florida residents. We are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work together with you to navigate your financial strategy. To us, it is vital that we work with you to not only identify your current financial situation, but anticipate what the future may bring: private school, a boat, a beach house. We have a fundamental understanding that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. We are committed to providing you with the very best in financial planning and exemplary customer service.

Address: 3840 Belfort Road Suite 103 Jacksonville, FL 32216

Phone: 904-296-7526

Website: https://www.jaxadvisors.com/

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. It is not our goal to become the largest financial advisory firm in town - just the best. We love what we do. We enjoy working with financial matters, but we don't consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with our clients. As a small team of skilled professionals, we are involved with every one of our clients and we plan to keep it that way! What that means to you is that we are committed to your personal situation and you will always remain one of our most important clients. We are committed to long-term relationships that mature and grow with your assets.

Address: 8075 Gate Parkway West Suite 101 Jacksonville, FL 32216

Phone: 904-382-1970

Website: https://www.jaxwealth.com/

At Jacksonville Wealth Management, we provide comprehensive investment management and retirement planning for families, retirees, and business owners. Jacksonville Wealth Management clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow. Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement and the 75 things we do for every client who comes through our doors. Thank you for giving Jacksonville Wealth Management the opportunity to help you plan today and enjoy tomorrow! We love financial and investment planning and the people we do it for. To us, our clients are family. We think and act as one to serve our clients and the Jax Wealth team. Our clients, team members, community, and family all count on us as we count on them. We are all invested in each other. We will honor our profession as long as life and breath last. We foster trust-based relationships with our clients founded on mutual trust, transparency, and respect. We will help steward our clients to financial prosperity – and we will have some fun along the way!

Address: 13740 Hidden Oaks Lane Jacksonville Fl, 32225

Phone: 904-419-3784

Website: https://hcpwealth.com/

I partner with young professionals and pre-retirees who want to be able to experience the financial clarity and confidence that comes from creating a hyper-personalized roadmap for achieving their financial goals. You understand that in order to achieve big things, with your finances or otherwise, you may have to sacrifice other things that you value less. You want to partner with a financial planner who actually takes the time to gain a deep understanding of what you value and want most so that they can serve as a trusted guide ensuring your financial plan lands you right where you want to be. You know that once they understand where you want to go, they can help you get there, honestly and effectively. Clients who work with us are seeking custom financial guidance from a Certified Financial Planner™ who is in a position to deliver unbiased advice 100% of the time. They prefer to pay a simple flat dollar fee instead of being charged based on how much they have to invest (assets under management, or AUM fee). Many had been on the fence about hiring an advisor for quite some time. This is mostly because they were concerned about getting advice that isn't in their own best interest, or that they wouldn't find enough value in the financial planning process. Once we conducted a complimentary meeting to show them the value of creating a future proof plan, and a step by step tour of how we go about doing that, they realized that continuing what they were doing (or not doing) and hoping for the best was a gamble they didn't want to risk regretting down the road. The longer I've been in the financial advice industry, the more it has become clear to me that it needs to change if advisors ever want it to be a truly trusted profession. When I made the decision to found HCP Wealth Planning, I embarked on a mission to create a more effective financial planning experience that eliminates the sales-based advice and conflicts of interest that plague our industry. I also wanted to be able to help those who may be turned away by other more traditional advisors simply because they didn't have enough assets saved up yet, or they prefer to manage them on their own. The only way I knew how to accomplish this was to build my own firm with a flat fee pricing model.

Address: 10245 Centurion Pkwy N. Ste. 106 Jacksonville, FL 32256 

Phone: 904-861-0093 

Website: https://www.wealthguards.com/

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. Our goal was to create a cost effective alternative to the abuses, conflicts of interest, and poor levels of service that we observed at leading Wall Street and retail financial firms. As fiduciaries, we strive to be the best financial advisors in Jacksonville and Ponte Vedra for clients who desire holistic wealth management, without proprietary influence, delivered by a team of experienced financial professionals who care about them as individuals. 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. We encourage our advisors to pursue additional professional education once that minimum benchmark has been met. For us, CFP® designation is only the foundation for a deeper level of competence achieved only by years of study and experience. This commitment benefits you in that we often know how to handle complex situations that challenge less experienced advisors. For safety, client funds are invested with institutional custodians for accounting, trading, and safekeeping. PARAGON offers accounts with Fidelity Institutional. It is an industry leader in trading, custody, accounting, and brokerage, and offer maximum protection in accordance with the Securities Investor Protection Corporation (SIPC). Our clients receive monthly statements from Fidelity, and can see their accounts 24 hours per day, 7 days per week at each custodian's respective secure website. Performance is reported by Black Diamond - an industry leader in portfolio management and performance reporting.

Address: 400 N Ponce de Leon Blvd St. Augustine, FL 32084

Phone: 904-824-4349

Website: https://firstcoastadvisors.com/

We bring clarity and order to your finances so you can live life on your terms. Our duty of loyalty is to you and no one else. Period. Only 1 in 4 financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation. When it comes to personal finance, successful families have a common set of goals that fit nicely under one or more of the following planning objectives: Help preserve what they have accumulated. Build their wealth through efficient investing and tax mitigation. Ensure that their accumulated wealth passes seamlessly and with as little tax as possible to their heirs. Safeguard their assets from the threats of litigation, poor planning, or government confiscation through tax policy. Use their wealth to make a meaningful difference in the lives of people or institutions that are important to them. At First Coast Wealth Advisors, we employ an elegant process to achieve these objectives. We’ll collaborate with your legal, tax, and other professionals to provide you with a coordinated plan where all of your needs are addressed. By serving as your personal CFO, we offer a refreshing and unique approach to providing financial peace to our family of clients. If your current financial advisor isn’t meeting with your tax and legal professionals to talk about you, maybe it’s time for a change.

Address: 5011 Gate Parkway Building 100 Suite 300 Jacksonville Florida 32256

Phone: 904-398-2075

Website: https://www.rcawealth.com/

Our team of CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant professionals are dedicated to helping you achieve financial success. As a team we collectively have over 60 years of knowledge and expertise in this industry. What does this mean to you? We know how to assist with complex planning situations and can advise in areas that other firms may not have dealt with previously. Our team of professionals have all passed rigorous exams that are specific to helping you reach your goals. We work as a team so as a client you will work with multiple professionals within the firm and gain from our collective knowledge. You can learn more about each member of our team below. Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, which means that we are legally bound to act in your best interest. We have no proprietary products and are completely independent from the investment managers, custodians, and insurance providers that we may recommend to you. Our fee-only compensation structure ensures that we work entirely for you and put your best interests first, every time. River Capital Advisors, L.C. was founded in 1998 and is a subsidiary of Smoak, Davis & Nixon, LLP, one of the Southeast’s oldest and most respected CPA firms, since 1924. We are located in Jacksonville, FL and serve clients both locally and nationally. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives.

Address: 8826 Goodby’s Executive Dr, Suite B Jacksonville, FL 32217

Phone: 904-733-1123

Website: https://www.meritfinancialadvisors.com/

Planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential. Merit is a multigenerational firm striving to invest in relationships with like-minded people, making us stronger together. Merit has 11 locations and is headquartered in the Atlanta area. We have nearly 100 hardworking employees dedicated to our mission to reinvent financial relationships. Established in 1998, Merit has focused on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications. Merit holds itself to a Fiduciary standard, both contractually with our clients and simply because we believe it is the right way to do business. We have an investment philosophy based on six key principles which help guide our action and are rooted in our beliefs. Independent financial advisors join Merit so they can maintain their independence while Merit provides administrative, operational and back office support and fuels growth. We are proud to partner with these great firms.