wiseradvisor

Find Top Financial Advisors in Ponte Vedra Beach, Florida

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Ponte Vedra Beach, 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 Ponte Vedra Beach

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 Ponte Vedra Beach, Florida
Financial Advisor Office Location Phone Number
Dr.Jeff Camarda
Camarda Wealth Advisors, LLC
4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246,
Ponte Vedra Beach, FL  32082
(800) 262-1083
Jonathan Camarda CFP, CPWA, CMT, CAIA, CHFC, CFS, CLU
Peak Alpha Wealth Management
3010 3rd Street South,
Jacksonville, FL  32250
(904) 500-5050
Radovich Amor
New York life
10375 centurion parkway N,
Jacksonville, FL  32256
(904) 253-0225
Edward P. Schmitzer
River Capital Advisors, L.C
5011 Gate Parkway,
Jacksonville, FL  32256
(904) 398-2075
David H. Morgan MSFS, CEP®, CFF
R.E.A.P., Llc
4651 salisbury Road,
Jacksonville, FL  32256
(352) 433-6565
H. Lee Little, MBA, CFP®
Jax Wealth Advisors
3840 Belfort Road,
Jacksonville, FL  32216
(904) 296-7526
Andy Whitaker
Gold Tree Financial, Inc.
8596 Arlington Expressway,
Jacksonville, FL  32211
(904) 725-0556

Information on Qualified Financial Advisors in Ponte Vedra Beach

Qualifications CRD# 1321857
Series 65

Compensation/Fee Fee Only, Based on Assets


Office Location 4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246,
4371 Park Avenue (US 17), Suite 201, Fleming Island, FL 32003,
Ponte Vedra Beach,
FL 
32082
Phone Number (800) 2621083

Dr. Jeff Camarda, one of the Best Financial Advisors in America according to Barrons, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he's developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that's real wealth leadership. Besides the Barron's honors, Jeff's also been named one of WORTH Magazine's Top 250 advisors, and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he's completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM®) curriculum. He also holds a Master's degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff's written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors. Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.



Qualifications CRD# 2357470
FirmCRD# 105427
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 3010 3rd Street South,
Suite A,
Jacksonville,
FL 
32250
Phone Number (904) 5005050

Jonathan Camarda has been specializing in building and preserving wealth for families and businesses since 1993. His experience in the areas of portfolio management, equity and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, along with technical and fundamental analysis has allowed Jonathan to be the proverbial wealth management "quarterback" for his clients and their financial teams (CPA's, Attorneys, Real Estate Professionals). In addition to years of experience placing his clients and their individuals needs first, he has relationships with elite estate planning attorneys in Florida and Georgia who may help you with important decisions regarding future generations wealth planning. Jonathan's expertise is the result of ongoing education in the financial industry: B.A. Finance/Risk Management, Florida State University, 1993 CFS Certified Fund Specialist, 2002 ChFC Chartered Financial Consultant, 2007 CFP Certified Financial Planner, 2010 CLU Chartered Life Underwriter, 2012 CMT Chartered Market Technician, 2012 CPWA Certified Private Wealth Advisor CAIA Chartered Alternative Investment Analyst

About Peak Alpha Wealth Management

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.



Qualifications Series 7, 66

Compensation/Fee Fee-Based, Commissions


Office Location 10375 centurion parkway N,
Suite 300,
Jacksonville,
FL 
32256
Phone Number (904) 2530225

I use a proprietary process to educate and assist individuals in how to manage their financial planning. this process is then paired with a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

About New York life



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) 3982075

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.



Qualifications CRD# 146512
FirmCRD# 146512
Series 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 4651 salisbury Road,
Suite 400,
Jacksonville,
FL 
32256
Phone Number (352) 4336565

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: estate planning, financial, income, and tax. 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-displinary 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 issues, estate planning needs and other various financial 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# 2798163
FirmCRD# 6413
Series 7, 24, 31, 63 Securities Registrations held with LPL Financial

Compensation/Fee Fee-Based, Based on Assets


Office Location 3840 Belfort Road,
Suite 103,
Jacksonville,
FL 
32216
Phone Number (904) 2967526

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.



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) 7250556

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.



* Additional advisor listing is provided in partnership with Yext

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation

Are You A Financial Advisor
in Florida?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-
FREE GUIDE

Our guide will help you select the most qualified financial advisor for your needs.

DOWNLOAD Your Free Copy

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?