Fiduciary advisors in Ponte Vedra Beach, FL

Ponte Vedra Beach, Florida

Blue Heron Wealth Advisors of Raymond James is an investment advisory firm in Ponte Vedra Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office is open five days a week.

Ponte Vedra Beach, Florida

Carson Wealth is an investment advisory firm in Ponte Vedra Beach, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Fee-Only

Clear Financial Strategies is a fee-only fiduciary firm in Ponte Vedra Beach, Florida, founded in 2006 by Allen, who holds the AIF®, CEPA®, and PPC® designations. The firm provides financial planning, investment management, and estate planning services, with particular expertise in employer-sponsored retirement plans, business exit strategy, and wealth management for business owners and executives. Operating as a fiduciary through Redhawk Wealth Advisors, the firm follows a multi-step planning process that begins with discovery and assessment, moves through document gathering and analysis of client relationships, and concludes with a comprehensive plan presented back to the client.

Ponte Vedra Beach, Florida

Wirehouse

Commodore Wealth Management Group is a Wells Fargo Advisors wirehouse office in Ponte Vedra Beach, Florida, offering investment management and retirement planning services. The firm follows a process that begins with identifying client goals and risk tolerance, reviewing current holdings, and analyzing debt and insurance needs, then constructs portfolios aligned with those objectives and conducts periodic reviews. Clients can meet online or in person to discuss their financial situation.

Ponte Vedra Beach, Florida

Wirehouse

Leslie Dix- Kwiatek, AAMS, WMS- Grall & Dix Wealth Management - Merrill Lynch Wealth Management is a wirehouse firm in Ponte Vedra Beach, Florida. Services include Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Ponte Vedra Beach, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Ocean Pointe Financial Services Group is an independent, fiduciary-registered advisor in Ponte Vedra Beach, Florida, offering retirement planning, investment management, estate planning, education funding, insurance analysis, and divorce financial planning. The firm charges transparent, assets-under-management fees with no hidden costs and typically works with clients holding $500,000 or more in investable assets, though minimum account requirements are flexible. The team includes CFP® professionals and advisors with Series 7, Series 66, and Florida 2-15 licenses, drawing on over 90 years of combined industry experience. Client assets are held with independent custodians such as Fidelity and Schwab, and the firm's six-step engagement process emphasizes understanding client goals and building customized strategies around the full financial picture.

Ponte Vedra Beach, Florida

Ponte Vedra Wealth is a Registered Investment Advisor based in Ponte Vedra Beach, Florida, offering financial planning, investment management, and tax strategy services. The firm operates under fiduciary duty and employs advisors holding CFP®, CFA®, and CPA credentials, including Managing Shareholder Danny Worrell (CPA) and Director of Wealth Management Nora Wilson (CFA, CFP®). Services encompass portfolio management, retirement planning, and income tax planning tailored to individual client circumstances.

Ponte Vedra Beach, Florida

Wirehouse

Ponte Vedra Wealth Management Group of Wells Fargo Advisors is a wirehouse-affiliated financial advisory firm based in Ponte Vedra Beach, Florida, offering financial planning and investment management with a focus on retirement planning. The firm develops customized investment strategies aligned with client objectives and provides service through in-person meetings, phone, or email communication.

Ponte Vedra Beach, Florida

Independent RIA

Skyview Financial Group is a fee-only independent registered investment adviser with offices in Ponte Vedra Beach, Florida and Morristown, New Jersey, serving clients nationwide. The firm specializes in investment management and integrated wealth planning that encompasses portfolio construction, financial planning, tax coordination, and retirement and equity compensation matters. As an independent RIA operating under fiduciary obligation, the firm develops customized investment strategies and plans based on individual client circumstances rather than proprietary or packaged products.

Ponte Vedra Beach, Florida

Values First Advisors is a faith-based financial advisory firm founded in 2009 with offices in Ponte Vedra Beach, Florida, Kansas City, Kansas, and the Tri-Cities, Tennessee area, serving over 900 clients across 30+ states. The firm offers investment management, financial planning, retirement planning, and biblically responsible investing strategies designed to align with clients' Christian values. Led by partners Benji Nunn and Alex Ellis, the practice integrates faith-based principles into its wealth management and planning approach while also providing virtual advisory services nationwide.

Ponte Vedra Beach, Florida

Vigil Wealth Management LLC, based in Ponte Vedra Beach, Florida, provides investment management and financial planning services with a focus on retirement planning. The firm's approach emphasizes understanding each client's individual circumstances and objectives before developing a strategy, and adapting plans as client needs evolve over time.

Ponte Vedra Beach, Florida

Insurance-Based

Wheeler Wealth is a veteran-owned investment management firm in Ponte Vedra Beach, Florida, led by founder and CEO Price Wheeler (AIF®, CPFA®) and Chief Investment Officer Mark Tucker (CFA®). The firm provides retirement planning, estate planning, and investment management services, with a team that includes specialists in planning and education as well as retirement plan administration. Drawing on over two decades of portfolio management experience, the firm serves high-net-worth clients and businesses using a combination of individual equities, fixed income securities, ETFs, and mutual funds.