Fiduciary advisors in St Simons Island, GA

St Simons Island, Georgia

Halverson Financial, based in St Simons Island, Georgia, provides financial planning, investment management, tax strategy, retirement planning, and estate planning services. Founder Hunter Halverson brings institutional real estate investment experience from his prior work analyzing acquisitions for hedge funds, which informs the firm's approach to wealth management and asset protection. The practice serves local families and business owners, with an emphasis on integrating investment strategies with real asset valuation and structured planning to align with clients' financial goals and risk tolerance.

St Simons Island, Georgia

Harvard Wealth Management is a fiduciary financial advisory firm in St. Simons Island, Georgia, founded by Jake Harvard, a CPA and CFP®. The firm provides integrated financial planning, investment management, tax strategy, retirement planning, and estate planning, with a particular focus on coordinating tax and wealth strategies as a single discipline. The firm operates on a fee-only basis with transparent AUM fees that include comprehensive planning, serves business owners and individuals within 10 years of retirement or already retired, and maintains independence from banks, brokerages, and insurance companies to avoid conflicts of interest.

St Simons Island, Georgia

Jacobs, Coolidge & Company, LLC is a financial advisory firm based in St Simons Island, Georgia, operating since 1962. The firm provides financial planning, investment management, and insurance analysis, with particular expertise in insurance planning. Their stated approach, called the RICH® Planning Experience, emphasizes a holistic strategy aligned with client goals, supported by annual reviews to monitor progress. The team offers financial planning, investment strategy, and insurance solutions to clients across various life stages and financial situations.

St Simons Island, Georgia

McKenzie Wealth is an investment advisory firm in St Simons Island, Georgia. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

St Simons Island, Georgia

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St Simons Island, Georgia. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. 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.

St Simons Island, Georgia

Norris Financial & Insurance Group, LLC is a financial advisory firm based in St Simons Island, Georgia that serves investors at various stages of their financial lives. The firm uses a three-step approach encompassing financial assessment, customized planning based on individual goals and risk tolerance, and ongoing monitoring and adjustments. The firm emphasizes working with clients across diverse backgrounds and maintaining long-term relationships through proactive strategy development and periodic portfolio review.

St Simons Island, Georgia

Raymond James & Associates is an investment advisory firm in St Simons Island, Georgia. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.