Find a Financial Advisor in Duval County, FL

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

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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.
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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: 32 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: 4 years

NESTEGGS, INC.

Website

(904) 348-3131

10407 Centurion Parkway North
Suite 126
Jacksonville, FL 32256

SEC#: 801-63869
Years in Business: 17 years

DAVIS CAPITAL MANAGEMENT

Website

(904) 223-0510

4788 Hodges Blvd
Ste # 201
Jacksonville, FL 32224

SEC#: 801-118162
Years in Business: 2 years

WATER STREET CAPITAL, INC.

Website

(904) 355-5959

4306 Pablo Oaks Court

Jacksonville, FL 32224

SEC#: 801-73810
Years in Business: 10 years

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Website

(904) 281-9261

5150 Belfort Rd., Suite 702

Jacksonville, FL 32256

SEC#: 801-78772
Years in Business: 8 years

BDO WEALTH ADVISORS, LLC

Website

(904) 396-4015

501 Riverside Avenue
Suite 800
Jacksonville, FL 32202

SEC#: 801-108306
Years in Business: 5 years

MADDEN ADVISORY SERVICES, INC.

Website

(904) 296-1127

5200 Belfort Road
Suite 410
Jacksonville, FL 32256

SEC#: 801-62774
Years in Business: 18 years

 


Duval County, FL Financial Advisor FAQs

Duval County is located in the northeastern region of the state of Florida in the United States. Jacksonville, Florida, is the county seat, and the Duval County government has been merged with it. The Jacksonville Metropolitan Statistical Area includes Duval County. Naval Air Station Jacksonville is considered one of the top employers in Duval County. It has 20,000 local employees in total. Fort Caroline is a well-known attraction in Duval. Fort Caroline was a failed French colonial outpost in Florida, located on the St. Johns River in what is now Duval County. We've partnered with top-tier financial advisors in Duval County, Florida to put you in touch with them. A consolidated government with its seat, which is the City of Jacksonville, this county is found in the northeastern portion of its state. The area, belonging to the Jacksonville Metropolitan Statistical Area, is characterized by mostly flat land, with some undulating hills. The adjacent counties are Nassau County, St. Johns County, Clay County, and Baker County. In Duval County, Florida, financial advisors are in high demand, and you'll want to discover one who can assist you with your finances. Check out the list below to find financial experts in your region!

A financial advisor helps investors make smarter investing decisions. They do this by helping the investor decide how much risk they are comfortable taking on in their investment strategy, and then building a portfolio for them that aligns with their desired level of risk.

Whether it's investing for retirement, buying a home, paying off debt, or just planning for emergencies, smart financial planning - including saving and streamlining costs - can add measurable value to any life stage. Financial advisors take care of these tasks in behalf of their clients.

A financial advisor should have qualities that you are looking for in a business partner. This is because they will become an integral part of your company's strategies and their advice will shape the manner in which your company operates, at least according to you're intentions for it.

The pricing depends on the complexity of your needs and goals. Many factors like how much risk you're willing to take, your tax situation, account types (i.e. Traditional vs Roth IRA), number of accounts you have will impact the cost of enlisting a financial advisor to look after your money.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.