Fiduciary advisors in Jacksonville, FL

Jacksonville, Florida

Fee-Only

369 Financial is a fee-only registered investment advisor based in Jacksonville, Florida, serving tech professionals and business owners with concentrated stock holdings and complex family finances. The firm provides financial planning, investment management, and estate planning services through its proprietary "Next Chapter Strategy Process," which evaluates equity compensation, tax exposure, and diversification options without reliance on proprietary products. As a fiduciary, 369 Financial operates independently to help clients align their investments and liquidity decisions with long-term objectives, including planning for 401(k)s, IRAs, and business succession.

Jacksonville, Florida

Advantis Wealth Partners, based in Jacksonville, Florida, provides financial planning and investment management services to individuals and small business owners. Operating as a fiduciary, the firm emphasizes a collaborative approach that involves understanding clients' circumstances before developing a financial plan, and coordinates with estate attorneys, CPAs, and other professionals to address broader wealth concerns. The firm is affiliated with Commonwealth Financial Network and draws on combined industry experience spanning nearly a century.

Jacksonville, Florida

Alpha Wealth Group is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Jacksonville, Florida

Insurance-Based

Andreas Heinrich, CPCU®️ at Prudential Advisors is an insurance-based firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 18 Google reviews.

Jacksonville, Florida

Atlantic Edge Private Wealth Management is a Jacksonville-based firm serving high-net-worth clients nationally, with a team of three CFA charterholders and multiple CFP professionals who have worked together for over a decade. The firm operates on a fee-only basis and acts as a fiduciary, offering financial planning and investment management that are coordinated with clients' tax and estate planning needs. Investment decisions are made in-house rather than outsourced, and the firm emphasizes regular reporting and coordination with clients' other professional advisors.

Jacksonville, Florida

Cohen Wealth Advisory is an investment advisory firm in Jacksonville, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Jacksonville, Florida

Fee-Only

Davis Capital Management is a fee-only financial advisory firm in Jacksonville, Florida that operates under fiduciary standards. The firm provides financial planning and investment management services, with particular expertise in estate planning and retirement planning, and serves both individuals and organizations. Advisors hold CFP certification and develop personalized strategies covering budgeting, investing, risk management, and tax-efficient portfolio construction. The firm requires a minimum of $250,000 in assets to engage its wealth management services.

Jacksonville, Florida

First Coast Financial Group in Jacksonville provides financial planning and investment management services with a focus on retirement strategies. The firm operates through a long-term engagement model called the Voyager Plan, which includes comprehensive planning across investments, income, taxes, and estate planning, along with regular advisor access and client events. It also offers a Navigator Plan, an introductory no-cost engagement featuring portfolio stress testing and a preliminary retirement roadmap. The firm uses a fee-based approach and partners with Brookstone Capital Management for portfolio construction based on risk-appropriate strategy diversification rather than market timing.

Jacksonville, Florida

Wirehouse

Gryphon Wealth is an SEC-registered investment adviser based in Jacksonville, Florida, offering financial planning and investment management services. The firm develops individualized wealth plans informed by more than 20 years of advisory experience, incorporating investment selection and tax efficiency considerations. Gryphon Wealth provides access to alternative investments alongside traditional strategies and engages clients through ongoing support and community events.

Jacksonville, Florida

J. Biance Financial, based in Jacksonville, Florida, specializes in investment management and retirement planning. The firm operates through AE Wealth Management, LLC, a registered investment advisor, and also offers insurance products including annuities under J. Biance Wealth Management, LLC. The practice employs a proprietary process called the Retirement Design System® that addresses investment, income, tax, healthcare, and legacy planning components. Principal Justin Biance holds the CFP® credential and has been recognized on the Forbes Top Financial Security Professionals ranking.

Jacksonville, Florida

Kastelz Wealth Management, based in Jacksonville, Florida, offers investment management and wealth management services including retirement planning, estate planning, insurance strategies, and 401(k) plan administration. The firm works with individuals, families, and businesses, providing personalized financial planning alongside executive compensation strategies and risk management services. The principal, Bill, holds a finance degree from UNF's Coggin College of Business and brings extensive military background as a former Marine.

Jacksonville, Florida

Katharyn S. Woods - Raymond James is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Jacksonville, Florida

Merit Financial Advisors is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Jacksonville, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Jacksonville, Florida

Paragon Wealth Strategies, based in Jacksonville, Florida, is part of Mercer Advisors and provides financial planning and investment management with a focus on retirement strategies. The firm serves healthcare professionals, executives at major Northeast Florida employers, and individuals with concentrated equity positions, combining local market expertise with resources of a national platform. Its team holds CFP credentials and integrates planning, investment management, tax, estate, and insurance services through a family office structure.

Jacksonville, Florida

Raymond James & Associates is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Jacksonville, Florida

Riverside Wealth Advisors is a financial planning and investment management firm with an office in Jacksonville, Florida, and additional locations in Palatka and Pensacola. The firm offers financial planning, investment management, estate planning, insurance planning, and retirement planning services, with a stated focus on developing tax-efficient income strategies. Founded by Robert Mills, the firm works with clients across various life stages to create personalized financial plans and help transition assets toward tax-efficient or tax-free income structures.

Jacksonville, Florida

Riverside Wealth Partners is an investment advisory firm in Jacksonville, Florida. The firm specializes in Investment Management and Retirement Planning. The office is open five days a week.

Jacksonville, Florida

ShieldWolf Strongholds is a financial planning firm based in Jacksonville, Florida that serves business owners and corporate executives. The firm offers business succession planning, retirement planning, tax minimization strategies, estate planning, life insurance, and buy-sell arrangements, among other services. Consultations are conducted virtually or by phone and available select evenings and Saturdays; the firm operates on a fully online model with secure document transfer via Dropbox.

Jacksonville, Florida

St. Johns Asset Management is a fiduciary advisory firm based in Jacksonville, Florida, serving physicians, business owners, and individuals in or approaching retirement. The firm provides financial planning, investment management, business consulting, estate planning, tax strategies, and insurance services, structured around a client-centered planning process that emphasizes education and long-term engagement. Led by principal James Neshewat (who holds a law degree and backgrounds in economics) and Practice Manager/COO Insley, the firm offers hourly, flat, and percentage-based fee arrangements for plan creation and asset management. The practice operates with a focus on comprehensive financial solutions that address tax efficiency, liability protection, and portfolio management across evolving life circumstances.

Jacksonville, Florida

Waverly Advisors is a Jacksonville-based firm offering financial planning and investment management services to private clients. The firm structures client portfolios using traditional asset classes and nontraditional alternatives, with customized planning that integrates investment management, tax, estate, and financial planning. Clients receive quarterly performance reporting net of all fees, access to a personalized Wealth Management Dashboard, and partner-level service from the firm's team.

Jacksonville, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Jacksonville, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Jacksonville, Florida

Western & Southern Life is an investment advisory firm in Jacksonville, Florida. Services include Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.