Find a Financial Planner in Jacksonville Beach, FL

 

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We Only Work With The Best Jacksonville Beach 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 Jacksonville Beach, FL


  • Financial Advisor Close to Jacksonville Beach, 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 Jacksonville Beach 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 Jacksonville Beach area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Jacksonville Beach, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
23.9% of Jacksonville Beach'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 Jacksonville Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Jacksonville Beach area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Jacksonville Beach area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Jacksonville Beach 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 Jacksonville Beach 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 is a good way to make high-interest debts more manageable. Advisors in the Jacksonville Beach area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Jacksonville Beach, 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 Jacksonville Beach, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Jacksonville Beach financial advisors.
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How Retirement-Friendly is Jacksonville Beach, FL?

  • Population: 23,399
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $365,400
  • Average Monthly Housing Cost: $1,546
  • Average Household Income: $120,638
  • 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 Jacksonville Beach, FL


SAWGRASS ASSET MANAGEMENT LLC

Website

(904) 493-5500

1579 The Greens Way
Suite 20
Jacksonville Beach, FL 32250

SEC#: 801-55243
Years in Business: 23 years

INTREPID CAPITAL MANAGEMENT INC

Website

(904) 246-3433

1400 Marsh Landing Parkway Ste 106

Jacksonville Beach, FL 32250

SEC#: 801-47894
Years in Business: 26 years

ULLMANN WEALTH PARTNERS

Website

(904) 280-3700

1540 The Greens Way

Jacksonville Beach, FL 32250

SEC#: 801-61563
Years in Business: 18 years

LIONSBRIDGE WEALTH MANAGEMENT LLC

Website

(904) 562-5194

1514 Roberts Drive

Jacksonville Beach, FL 32250

SEC#: 801-113258
Years in Business: 2 years

WARREN EQUITY PARTNERS MANAGER, L.P.

Website

(904) 746-3361

1030 2nd Street South
Suite #201
Jacksonville Beach, FL 32250

SEC#: 801-117079
Years in Business: 1 years

PALM VALLEY CAPITAL MANAGEMENT

Website

(904) 747-2345

422 Jacksonville Drive

Jacksonville Beach, FL 32250

SEC#: 801-114514
Years in Business: 2 years