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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Jacksonville, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Jacksonville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Jacksonville, Florida
Financial Advisor Office Location Phone Number
Andy Whitaker
CRPC®
Gold Tree Financial, Inc.
8596 Arlington Expressway,
Jacksonville, FL  32211
904-725-0556
H. Lee Little
CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, MBA
Jax Wealth Advisors
3840 Belfort Road,
Jacksonville, FL  32216
904-296-7526
Edward P. Schmitzer
CFP®, CPA, PFS™, CPA
River Capital Advisors, L.C
5011 Gate Parkway,
Jacksonville, FL  32256
904-398-2075
David H. Morgan
CFF, MSFS, CEA, CFF, RMA, MSFS, CEP®
R.E.A.P., Llc
4651 Salisbury Road,
Jacksonville, FL  32256
386-793-8981
Mark Kraus
CLU®, RICP®, ChFC®, CASL®
Innovative Financial Solutions
4 Concorde Lane, Suite 1,
Palm Coast, FL  32137
386-597-2856

Information on Qualified Financial Advisors in Jacksonville

Qualifications CRD# 6012437
FirmCRD# 15708
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 8596 Arlington Expressway,
Jacksonville,
FL 
32211
Phone Number 904-725-0556

Andy Whitaker,Chartered Retirement Planning Counselor (CRPC), is licensed with the State of Florida Department of Financial Services, Division of Insurance, and holds Series 7 and 66 securities licenses; allowing him to provide clients with both insurance and investment assistance. He learned the basics of financial services with Merrill Lynch and Community First Credit Union. Then, recognizing the need and value to clients of a more comprehensive approach to providing financial services, Andy joined Gold Tree Financial. After two years working under the guidance of thirty year plus veteran and company founder, CFP®, Hal Rogers, he purchased Gold Tree Financial on Jan 1, 2019. Andy earned a Bachelor's Degree from Florida State University, spent almost ten years in the oil and gas industry, and then returned to school, earning two MBA degrees from Northwestern University. A Tallahassee native, Andy has lived in the Jacksonville area since 2005 with his wife, Sherri, and their two sons. He enjoys outdoor motor sports, golfing, and fishing with his boys, and coaches baseball and serves on the Little League Board of Directors in Hilliard, FL.

About Gold Tree Financial, Inc.

Gold Tree Financial, Inc. provides Family Financial Management Services including financial planning, tax-efficient portfolio construction and management, and estate planning products and services for individuals and families. In addition to providing investment and insurance products and investment management services on which we are compensated, we provide strategic, tax-efficient, and estate planning services & input regarding all areas of your financial world. Among the many advantages of our services are probate avoidance and the prevention of "Unintended Heirs". These can include the legal profession, the government, your surviving spouse's new spouse and their children from a previous marriage, and your daughter's divorcing husband three years after she inherits from you.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning



Qualifications CRD# 2798163
FirmCRD# 6413
Series 7, 24, 31, 63

Compensation/Fee Fee-Based


Office Location 3840 Belfort Road,
Suite 103,
Jacksonville,
FL 
32216
Phone Number 904-296-7526

Lee started his independent financial services firm in 1996, intent upon providing personal, process driven guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. As independent advisors,Lee says,we create objective, customized planning strategies to help manage, preserve, and transfer our client's wealth. We are committed to helping individuals and families pursue their goals through what is most important to them: their personal values. Lee's credentials encompass a bachelor's degree in Business Administration, an MBA, and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He served as President of the North Florida Chapter of the Financial Planning Association and as an adjunct professor. His education, and over 2 decades of experience, have made him a multi-faceted professional capable of evaluating virtually all areas of a client's financial life, designing strategies to address the needs of each aspect, and weaving the strategies into an integrated plan so all pieces work together efficiently.

About Jax Wealth Advisors

Our Financial Advisors create objective, customized strategies to help manage, preserve, and transfer our client's wealth. We have developed a rigorous integrated process which incorporates three key pillars: Fundamental Risk Process, Proactive Investment Strategies, and Customized Financial Planning. Our structured system starts with your personal Risk Number® which we use to establish a Risk Managed portfolio that responds to the changing markets. This portfolio is then integrated into a Financial Plan that aims to increase the probability that you will never run out of money, especially in retirement. Our comprehensive financial planning will help organize your assets, insurance, liabilities, and estate documents to help you simplify, consolidate and integrate every aspect of your financial future, so you can devote your time to what's most important to you - your family and lifestyle. As CERTIFIED FINANCIAL PLANNER™ practitioners, we've long held ourselves to the fiduciary standard. We welcome the cornerstone of the new CFP Board's Code of Ethics, effective October 1, 2019, as "a CFP® professional's duty to act as a fiduciary, in the best interest of the client, at all times when providing financial advice to a client" to reflect the commitment to which all CFP® professionals are required, to comply to the high standards of competency and ethics. We are an independent, fee only financial services firm, that has an alliance with LPL Financial, the nation's largest Independent Broker/Dealer (as reported in Financial Planning magazine June 1996-2019, based on total revenues). Our practice is currently limited to 120 families.

Advisory Services Provided

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning



Qualifications CRD# 3009737
FirmCRD# 133706
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 5011 Gate Parkway,
Building 100, Suite 300,
Jacksonville,
FL 
32256
Phone Number 904-398-2075

For over 35 years, Ed has provided comprehensive wealth management services to a variety of clients, particularly in the areas of investment advisory, estate planning, income tax planning and retirement planning. In addition to his role as a practicing partner at Smoak, Davis & Nixon LLP, he is the founder and president of River Capital Advisors, L.C. This combination gives Ed the flexibility and resources to provide comprehensive wealth management solutions to his clients. Ed is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®), a licensed Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants (AICPA). He holds a bachelor's degree in accounting from Fairleigh Dickinson University. Our team of CERTIFIED FINANCIAL PLANNER and Certified Public Accountant professionals are dedicated to helping you achieve financial success. As a team we have over 50 years of experience in this industry. What does this mean to you? We know how to assist with complex planning situations and can advise on areas that other firms may not have dealt with previously. Our team of professionals have all passed rigorous exams that are specific to helping you reach your goals. We work as a team so as a client you will work with multiple professionals within the firm and gain from our collective experience.

About River Capital Advisors, L.C

Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, which means that we are legally bound to act in your best interest. We have no proprietary products and are not affiliated, in any way, with the investment managers, custodians, or insurance companies that we may recommend to you. Our fee-only compensation structure means that we are objective and put your best interests first, every time. We are proud to be members of The National Association of Personal Financial Advisors (NAPFA), an organization consisting of highly trained financial advisors who are committed to working in the best interest of those they serve. River Capital Advisors, L.C. was founded in 1998 and is a subsidiary of Smoak, Davis & Nixon, LLP, one of the Southeast's oldest and most respected CPA firms, since 1924. We are located in Jacksonville, FL. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives. Our team of CERTIFIED FINANCIAL PLANNER and Certified Public Accountant professionals are dedicated to helping you achieve financial success.

Advisory Services Provided

Retirement Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning



Qualifications CRD# 1162104
FirmCRD# 146512
Series 65

Compensation/Fee Fee-Based


Office Location 4651 Salisbury Road,
Suite 400,
Jacksonville,
FL 
32256
Phone Number 386-793-8981

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.



Qualifications CRD# 2945072
FirmCRD# 8032
Series 6, 7, 63, 65

Compensation/Fee Fee-Based


Office Location 4 Concorde Lane, Suite 1,
Palm Coast,
FL 
32137
Phone Number 386-597-2856

Mark is a consummate professional with over 23 years of experience in the complex and ever-changing financial services industry. He is a valuable resource for individuals, families, business owners and corporate executives seeking to accumulate, manage and protect their assets. Mark is committed to providing unparalleled service and expertise and holds himself to the highest standards of integrity and ethics. He is dedicated to building long-term relationships with his clients helping them to attain their financial goals and objectives. Mark has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®) and Retirement Income Certified Professional (RICP®) designations from the American College, the insurance and financial service industry's oldest and largest fully accredited institution of higher learning. He holds his Series 6, 7, 63 and 65 securities licenses and Life, Health, Property & Casualty and Long-Term Care insurance licenses.

About Innovative Financial Solutions

We understand. Today's world of personal finance can be confusing. Stocks, bonds, mutual funds, annuities, managed money...which is right for you? With our combined experience of more than 40 years in the financial services industry, chances are, we have helped clients just like you. You work hard, but what about the future? If you are like our clients, you want to make sure you are actually on track to achieve the goals that are important to you. That is where we come in. We are different. During our initial meeting, we do a lot less talking and a lot more listening. We discover what your goals are, what your risk tolerance is, what your current position is, and where you want to be in the future before providing any recommendations. We listen. The fact is, it isn't the particular investment or strategy that's good or bad. It's the application of the strategy that makes a difference. We take the time to discover what's important to you about money, before making appropriate recommendations. We'll take the time to listen to your needs. Do You Know What Questions to Ask When Choosing a Financial Advisor? You may be looking for help from a wealth advisor for a number of reasons. We recommend asking any potential financial representative the following questions to see if their services are a good fit. Click Here To Download. Mark Kraus is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Mark Kraus is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Mark Kraus is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Mark Kraus is required to act in a fiduciary capacity. More information is available in Commonwealth’s Form CRS.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?