Find a Financial Planner in Duval County, FL

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Duval County, FL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Duval County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Duval County, FL


  • Financial Advisor Close to Duval County, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Duval County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Duval County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Duval County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
17.1% of Duval County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Duval County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Duval County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Duval County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Duval County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Duval County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Duval County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Duval County, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Duval County, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Duval County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Duval County, FL?

  • Population: 936,186
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $190,900
  • Average Monthly Housing Cost: $1,084
  • Average Household Income: $77,522
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Duval County, FL


TIMUCUAN ASSET MANAGEMENT INC

Website

(904) 356-1739

200 West Forsyth Street
Suite 1600
Jacksonville, FL 32202

SEC#: 801-36461
Years in Business: 31 years

RIVERPLACE CAPITAL MANAGEMENT INC

Website

(904) 346-3460

1301 Riverplace Blvd
Suite 2130
Jacksonville, FL 32207

SEC#: 801-79970
Years in Business: 7 years

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

Website

(904) 296-2025

4350 Pablo Professional Court
Suite 210
Jacksonville, FL 32224

SEC#: 801-112077
Years in Business: 3 years

NESTEGGS, INC.

Website

(904) 348-3131

10407 Centurion Parkway North
Suite 126
Jacksonville, FL 32256

SEC#: 801-63869
Years in Business: 16 years

DAVIS CAPITAL MANAGEMENT

Website

(904) 223-0510

4788 Hodges Blvd
Ste # 201
Jacksonville, FL 32224

SEC#: 801-118162
Years in Business: 1 years

WATER STREET CAPITAL, INC.

Website

(904) 355-5959

4306 Pablo Oaks Court

Jacksonville, FL 32224

SEC#: 801-73810
Years in Business: 9 years

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Website

(904) 281-9261

5150 Belfort Rd., Suite 702

Jacksonville, FL 32256

SEC#: 801-78772
Years in Business: 7 years

BDO WEALTH ADVISORS, LLC

Website

(904) 396-4015

501 Riverside Avenue
Suite 800
Jacksonville, FL 32202

SEC#: 801-108306
Years in Business: 4 years

MADDEN ADVISORY SERVICES, INC.

Website

(904) 296-1127

5200 Belfort Road
Suite 410
Jacksonville, FL 32256

SEC#: 801-62774
Years in Business: 17 years

RIVER CAPITAL ADVISORS, LC

Website

(904) 398-2075

5011 Gate Parkway
Building 100, Suite 300
Jacksonville, FL 32256

SEC#: 801-64178
Years in Business: 16 years