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2024

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Best Financial Advisors in Jacksonville, FL

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Jacksonville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

204Reviewed

130Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

4788 Hodges Boulevard, Jacksonville, FL 32224

Expertise.com Rating

Review Sources

Facebook
5.0 (16)
Google
5.0 (14)
Yelp
5.0 (1)

Why choose this provider?

Davis Capital Management is a professional and full-service wealth management advisory firm that works with residential and commercial clients in Jacksonville and nearby cities. It offers a comprehensive suite of wealth and financial planning services such as consolidated tax preparation and reporting, estate planning, wealth management, as well as fiduciary investment administration services. The firm's primary aim is to provide its clients with discretional account management and customized financial planning strategies to attain their financial and retirement goals.

  • Estate Planning
  • Business solutions
  • Tax Planning
  • Wealth Management
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Jacksonville, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Jacksonville, FL 32266

Expertise.com Rating

Review Sources

Google
5.0 (16)
Facebook
5.0 (14)

Why choose this provider?

HCP Wealth Planning works with young professionals and pre-retirees in and around Jacksonville. It provides comprehensive project financial planning solutions to help clients secure their future. The company creates a custom digital financial organizer, where customers can put and track their financial life details 24/7. It handles matters related to real estate investing, debt payment, pensions, social security, and inheritance. Founder Kevin Burkle is a CFP and a CSLP. He is a member of the Financial Planning Association.

  • Tax Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

1301 Riverplace Blvd, Jacksonville, FL 32207

Expertise.com Rating

Review Sources

Google
5.0 (4)
Facebook
5.0 (1)

Why choose this provider?

Riverplace Capital is a financial advisor and fiduciary Registered Investment Advisory firm in Jacksonville, Florida. It was opened in 1998 and its employees have over 100 years of combined experience. The practice serves clients locally and nationwide and offers money management services, financial planning, retirement planning, and tax protection services. It also participates in community service for multiple locations in Florida, including the Boys & Girls Club and the Florida Ballet.

Jacksonville Beach, FL 32250

Expertise.com Rating

Review Sources

Yelp
3.0 (22)
Facebook
5.0 (3)

Why choose this provider?

Van Wie Financial helps clients achieve goals and dreams through highly personalized, full-service financial planning and investment management. The family owned and client-focused boutique firm makes excellent service a top priority by staying abreast of relevant tax, estate, and social security laws to provide the best financial advice for every situation. The Jacksonville-area, fee-only financial professionals take a proactive approach to planning and management tailored to meet the unique needs and goals of individuals and businesses.

6550 Saint Augustine Road, Jacksonville, FL 32217

Expertise.com Rating

Review Sources

Google
4.0 (5)

Why choose this provider?

Established in 2004, Life Planning Partners provides services to professionals and business owners in Jacksonville and the local areas. It handles asset management, tax management, retirement planning, financial independence planning, and education planning. Life Planning Partners was founded by Carolyn McClanahan, a Certified Financial Planner who is also a medical doctor. She is a member of the National Association of Personal Financial Advisors and serves as a Financial Advisor on CNBC. She was also seen on Hardball and NPR.

  • Estate Planning
  • Insurance Products
  • Tax Preparation

7077 Bonneval Road, Jacksonville, FL 32216

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Capital Analysts of Jacksonville is a team of financial advisors helping individuals, families, and businesses make informed financial decisions that are appropriate for their respective goals. Its individual and family services include financial. retirement, and estate planning, wealth management, insurance plans, and investment advisory services. It also helps with implementation and oversight and charitable gift planning. Its business services, however, assist with benefits review, risk management, executive and group benefits, and business strategies. The business has been in the industry since 1968.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

4371 U.S. Hwy 17, Fleming Island, FL 32003

Why choose this provider?

Camarda Wealth Advisory Group is a financial planning firm in Jacksonville that has been serving local clients since 1993. As a family-oriented company, it offers clients a broad range of services, including investment management, wealth management, tax reduction, and estate planning. It also provides asset protection, business owner planning, and 401(k) planning. Camarda Wealth Advisory Group's financial planners prioritize client investment interests above all else, offering custom portfolios and wealth planning services on a no-commission basis.

  • Estate Planning
  • Retirement Planning

3112 Saint Johns Bluff Road South, Jacksonville, FL 32246

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Allegiance Financial Advisors, Inc., is a Jacksonville-based firm that offers wealth management services that cover annual IPS reviews, periodic portfolio rebalancing, and quarterly statements. Its team of advisors also helps clients set goals, evaluate risks, and assess portfolios. In addition to wealth management, Its team of professionals provides wealth accumulation planning assistance. Alfred C. Della Porta, one of the company's advisors, is a Financial Planning Association member who joined the Allegiance Financial Advisors team in 1998.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

10245 Centurion Parkway North, Jacksonville, FL 32256

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Excalibur is a wealth advisory firm that serves clients in Jacksonville. It offers investment management and financial planning services to business owners, medical professionals, executives, and retirees. The firm also assists clients with business continuity, estate planning, and insurance policies. Excalibur's team has 45 years of combined experience in the wealth management industry. The firm's founding principal, Gary Marsh, was named Planner of the Year in 2008. He also represented his profession for Forbes magazine and Jacksonville Business Journal.

  • Estate Planning
  • Retirement Planning

8075 Gate Parkway West, Jacksonville, FL 32216

Why choose this provider?

Jacksonville Wealth Management is a business that offers financial planning services for retirees, families, and business owners. Its team of asset managers uses a holistic approach in guiding clients on how to achieve financial freedom. They help clients to develop an investment strategy and portfolio management, long-term care and legacy plans, survivorship plans, and potential tax savings. Additionally, the team assists in managing investment portfolios, such as individual stocks, annuities, exchange-traded funds, bonds, and money markets.

  • Certified Financial Planner (CFP)
  • Retirement Planning

3840 Belfort Road, Jacksonville, FL 32216

Expertise.com Rating

Review Sources

Google
5.0 (1)
Facebook
5.0 (1)

Why choose this provider?

Jax Wealth Advisors is an independent financial advisory firm in Jacksonville. The company's advisors develop investment strategies and customized financial plans to help clients manage, preserve, and transfer their wealth. They focus on providing proactive wealth management solutions that organize assets, insurance, liabilities, and estate documents to help simplify, consolidate, and integrate every aspect of a client’s finances. Managing partner H. Lee Little is a Certified Financial Planner and has over two decades of experience in the industry.

  • Certified Financial Planner (CFP)

4800 East Deer Lake Drive, Jacksonville, FL 32246

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

The Merriam Team is a wealth management and financial advisory company that serves Jacksonville and nearby areas. Clients seeking guidance in planning for retirement, managing their finances, or protecting their wealth can take advantage of the company's services, including the Merrill Lynch Investment Advisory Program that provides access to tax-efficient management overlay solutions, investment manager-approved strategies, and a wide range of investment options. The Merriam Team's managing director, William Merriam, was included in Forbes' Best-in-State Wealth Advisors 2020-2021 list.

  • Certified Financial Planner (CFP)

4230 Pablo Professional Court, Jacksonville, FL 32224

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Wolf Retirement Navigation is a financial advisory firm serving the Jacksonville metro. It specializes in assisting clients in safeguarding their money against volatility, selecting diversified investment options, and implement tax reduction strategies. Company president Adam Wolf has more than 20 years of industry experience, which serves him well in helping clients prepare for the transition to retirement. Wolf Retirement Navigation has been featured on several news media outlets, including WSJ, Sunday Morning, and The Florida Times-Union.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Attorney Information

Attorney NameBar StatusExperience
Adam Wolf - PresidentActive14 yrs

5011 Gate Parkway, Jacksonville, FL 32256

Why choose this provider?

River Capital Advisors, L.C., is a financial fiduciary that has been operating in Jacksonville since 1998. It assists individuals and businesses with their financial planning needs such as investment, retirement, cash flow, education, and business succession. Its team assumes different roles to help clients in developing personalized strategies, including being a coach and an architect. The firm's founder, Edward P. Schmitzer, is a CPA and CFP who has been providing wealth management services for more than 35 years.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Attorney Information

Attorney NameBar StatusExperience
Edward Schmitzer - President and FounderActive38 yrs

5150 Belfort Road, Jacksonville, FL 32256

Why choose this provider?

Sanchez Wealth Management Group is an independent registered investment advisor serving clients in Jacksonville. It helps clients in achieving their financial goals through investment management, financial planning, and generational wealth transfer. In addition, it specializes in crafting wealth accumulation plans that can adapt to economic changes, personal needs, and taxation. Founding partner Christen L. Sanchez started his career in financial planning at Principal Financial Group in 1997. He has assisted clients in mitigating the impact of market cycles, including the 2008-2009 financial crisis.

  • Certified Financial Planner (CFP)

10245 Centurion Parkway North, Jacksonville, FL 32256

Expertise.com Rating

Why choose this provider?

Paragon Wealth Strategies is a financial management firm based in Jacksonville. This firm provides a wide range of financial planning services, including wealth and investment management, retirement planning, college planning, and financial planning for healthcare professionals. It also guides clients in deciding about 401(k) and other employer retirement plan rollovers and management. Managing partner Jonathan Castle has more than 25 years of financial planning and investment management experience. He authored WealthGuards, the community column for the Florida Times-Union.

  • Certified Financial Planner (CFP)

8825 Perimeter Park Boulevard, Jacksonville, FL 32216
WebsiteLicense: 108426

Expertise.com Rating

Review Sources

Google
5.0 (7)
Facebook
5.0 (1)

Why choose this provider?

TrustWell is a firm that has been operating in Jacksonville since 1987. It offers a wide range of investment management and financial services, including building asset allocation, determining risk, minimizing the use of debt, and maintaining liquidity and an emergency savings account. Its team also assists clients in major life events such as insurance planning, charitable giving, estate planning, and business solutions. The firm's founder, Gary Williams, ran a family business for 15 years before establishing his own.

  • Estate Planning
  • Certified Financial Planner (CFP)

1400 Prudential Drive, Jacksonville, FL 32207

Why choose this provider?

Family Wealth Advisors is a financial services and planning firm that has been serving Jacksonville clients since 1999. It provides personalized solutions to help individuals in reaching their financial goals by implementing financial plans, monitoring their progress, and revising their portfolios if needed. The process includes data collection, evaluation and recommendations, and plan implementation and monitoring. The firm's investment advisor, Janice Del Toro, has been assisting clients in transitioning to retirement for almost 20 years.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Davis Capital Management
4788 Hodges Boulevard, Jacksonville, FL 32224Call for quote
SmartAdvisor by SmartAsset
Jacksonville, FLFree Consultation
HCP Wealth Planning
Jacksonville, FL 32266
Riverplace Capital
1301 Riverplace Blvd, Jacksonville, FL 32207
Van Wie Financial
Jacksonville Beach, FL 32250
Life Planning Partners
6550 Saint Augustine Road, Jacksonville, FL 32217
Capital Analysts of Jacksonville
7077 Bonneval Road, Jacksonville, FL 32216
Camarda Wealth Advisory Group
4371 U.S. Hwy 17, Fleming Island, FL 32003
Allegiance Financial Advisors, Inc.
3112 Saint Johns Bluff Road South, Jacksonville, FL 32246
Excalibur Financial Services
10245 Centurion Parkway North, Jacksonville, FL 32256
Jacksonville Wealth Management
8075 Gate Parkway West, Jacksonville, FL 32216
Jax Wealth Advisors
3840 Belfort Road, Jacksonville, FL 32216
The Merriam Team
4800 East Deer Lake Drive, Jacksonville, FL 32246
Wolf Retirement Navigation
4230 Pablo Professional Court, Jacksonville, FL 32224
River Capital Advisors, L.C.
5011 Gate Parkway, Jacksonville, FL 32256
Sanchez Wealth Management Group
5150 Belfort Road, Jacksonville, FL 32256
Paragon Wealth Strategies
10245 Centurion Parkway North, Jacksonville, FL 32256
TrustWell
8825 Perimeter Park Boulevard, Jacksonville, FL 32216
Family Wealth Advisors
1400 Prudential Drive, Jacksonville, FL 32207

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When you retire in Jacksonville, how much money should you take out to sustain your retirement asset pool?

    To sustain your retirement asset pool each year when you retire in Jacksonville, you should ideally only withdraw no more than 3 to 5 percent of your entire retirement income. According to wealth advisors, a retiree needs about 20 to 30 times the yearly income they are earning before their retirement.

  • How can you tell whether your health savings account in Jacksonville has a high-deductible health plan?

    To determine if you have a high-deductible health plan on your Jacksonville health savings account, you should check the website or the summary statement of your health insurance coverage. Your health plan will be eligible if you are single and have a deductible of at least $1,400 and a $7,050 maximum out-of-pocket expense limit. The deductible must be greater than $2,800 if you have a spouse or have children, and the maximum out-of-pocket spending limit is $14,100.

  • In Jacksonville, when can you begin getting social security benefits?

    In Jacksonville, you can start receiving social security payments at age 62. However, if you make an early claim, you should anticipate getting a lower monthly payment than you would have gotten at full retirement age. When to start receiving benefits may be determined by your need for money for current needs, as well as your life expectancy.

  • How does your earned income influence your benefits if you start receiving social security in Jacksonville after reaching retirement age?

    If you are still working after reaching full retirement age, your earned income won't lower your benefit payments if you begin receiving social security in Jacksonville. If you start receiving benefits before retirement and opt to continue working, your payments will be cut by $1 for each additional $2 in earnings over the yearly cap.

  • Is a credit check necessary in Jacksonville when borrowing from your 401(k) plan?

    No. When taking out a loan from your 401(k) plan in Jacksonville, no credit check is required. You should be allowed to borrow as long as your 401(k) permits loans. The process of taking a loan out of your 401(k) is typically quicker and involves less paperwork. Additionally, it offers a cheaper interest rate than credit cards or personal loans.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.