Plan. Grow. Live.

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Plan. Grow. Live.

Find Out More

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.
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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.
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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.
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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.
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Planning

Do you know if your current investment strategy will help you meet your goals and objectives? Are you on track to retire? Who will inherit your assets when you pass away? The services we offer include full financial planning and wealth management.

How We Are Paid

Everyone likes transparency. At River Capital Advisors, L.C. we are only paid by you for our advice and services, we do not sell any products or receive any commissions, and we are not affiliated with any outside insurance agencies or investment firms. We offer three different levels of service to help individuals, families, and small businesses.

How We Think

When choosing an investment advisor, it is important to know their investment philosophy. We believe in value investing, we look to minimize investment costs for clients as much as possible, and we try to be as tax efficient as possible in all of our financial planning.

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
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Financial Planning and Investment Management in Jacksonville, Florida

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.

Goal Calculator

Thoughts from RCA

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