Plan. Grow. Live.
Wealth Management & Financial Planning Services Jacksonville, Florida
We Are Fee-Only
Our sole source of compensation is from you, the client, so you do not have to worry about us having a hidden agenda.
Meet Your Personal CFO
With our team of CFP® and CPA professionals, there is almost no area of your financial life that we cannot help you with.
Retirement, College & Tax Planning
Whether you need help planning for retirement, a child’s college education, minimizing taxes, or anything in between, we are here to help.
Need A Second Opinion?
Important decisions deserve a second opinion. We offer a free second opinion to review your financial situation and provide observations on how you are currently positioned.
Who We Are
Jacksonville financial professionals dedicated to serving your interests.
- Founded in 1998
- Independent, fee-only registered investment advisor
- A financial fiduciary to our clients
- A subsidiary of the CPA firm, Smoak, Davis, & Nixon, LLP
- Located in Jacksonville, FL
- Team of CFP® and CPA professionals
Are You On Track to Meet Your Goals?
If you would like to see if you are on track to meet your financial goals, you can use our goal calculator and provide some basic information about yourself and your future goals. Click the link below to begin.