Find a Financial Planner in Jacksonville, FL

 

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

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We Only Work With The Best Jacksonville 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, FL


  • Financial Advisor Close to Jacksonville, 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 Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Jacksonville area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Jacksonville typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
16.7% of Jacksonville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Jacksonville area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Jacksonville area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Jacksonville area an ongoing effort.
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 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 is a service offered by many financial advisors, planners, and other professionals in the Jacksonville area. Typically, it 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 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, 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, FL

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

  • Population: 890,467
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $183,700
  • Average Monthly Housing Cost: $1,070
  • Average Household Income: $74,873
  • 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, 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