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Whether you’re planning for retirement, investing for the future, or managing your wealth, finding the right financial advisor can make a significant difference. Jacksonville, Florida is home to a wide range of experienced financial planning firms ready to help individuals, families, and businesses reach their financial goals.
To make your search easier, we’ve compiled a list of 10 rated financial advisors in Jacksonville, each offering unique services and personalized strategies tailored to your needs.
- 369 Financial
- French Capital Management (401k)
- Aegis Consulting Group
- Allegiance Financial Advisors
- Ally Financial (DFS)
- Avondale Wealth Advisors (AWA JAX)
- Equitable Advisors – Jacksonville
- My Military Financial Services
- BCI Wealth & Asset Management
- Keras Wealth Planning
1. 369 Financial
Address: 9424 Baymeadows Rd Unit 250, Jacksonville, FL 32256
Phone: (904) 305-9050
Email: josh@369financial.com
Website: 369financial.com
369 Financial offers personalized financial planning and investment management services designed to help clients achieve financial independence. Their approach aligns strategies with individual goals and risk tolerance, providing a customized roadmap to long-term financial success.
2. French Capital Management (401k)
Address: 13080 Silver Oak Dr, Jacksonville, FL 32223
Phone: (904) 479-8843
Email: admin@frenchcapitalmanagement.com
Website: frenchcapitalmanagement.com
Founded by industry veteran Jason French, French Capital Management utilizes a “Nautical Planning Approach” to cover all aspects of wealth management—from investment and tax planning to legacy and healthcare strategies. Affiliated with Foundations Investment Advisors, they focus on delivering holistic financial solutions.
3. Aegis Consulting Group
Address: 7077 Bonneval Rd Ste 450, Jacksonville, FL 32202
Phone: (904) 650-2122
Email: michael.sullum@aegisconsults.com
Website: aegisconsults.com
While Aegis focuses primarily on management consulting, their expertise in strategic planning, performance improvement, and organizational development also helps business clients optimize their financial frameworks for sustainable growth and operational success.
4. Allegiance Financial Advisors
Address: 3112 St Johns Bluff Rd S, Jacksonville, FL 32246
Phone: (904) 642-4401
Email: jmaltese@allegianceadvisors.com
Website: allegianceadvisors.com
With a strong emphasis on integrity and transparency, Allegiance Financial Advisors offers comprehensive financial planning, retirement solutions, and investment management. Their personalized approach ensures each client’s unique financial needs are met with care and professionalism.
5. Ally Financial (DFS)
Address: 12850 Gran Bay Pkwy, Jacksonville, FL 32258
Phone: (904) 370-1800
Email: corporatefinance@ally.com
Website: ally.com
Ally Financial is a digital-first financial services company offering everything from banking and loans to investing. Known for innovation and customer-centric services, Ally is ideal for those looking for modern, tech-forward financial solutions backed by a trusted national brand.
6. Avondale Wealth Advisors (AWA JAX)
Address: 904 Margaret St Suite 103, Jacksonville, FL 32205
Phone: (904) 683-6211
Email: cady.mccarty@lplfinancial.com
Website: awajax.com
AWA JAX provides personalized financial planning and wealth management, focusing on building meaningful client relationships. Their mission is to help families and individuals meet their financial objectives through proven, customized strategies.
7. Equitable Advisors – Jacksonville
Address: 225 Water St Ste 1235, Jacksonville, FL 32202
Phone: (904) 353-5611
Email: joshua.treece@equitable.com
Website: jacksonville.equitableadvisors.com
Equitable Advisors in Jacksonville provides financial strategies tailored to individuals, families, and businesses. With a local team of experienced advisors, they offer services such as retirement planning, investment management, and insurance solutions.
8. My Military Financial Services
Address: 4082 Ponce De Leon Ave, Jacksonville, FL 32217
Phone: (904) 733-2900
Email: info@mymilitaryloans.com
Website: mymilitaryloans.com
Catering to active-duty military members, veterans, and their families, My Military Financial Services specializes in SBA loans—particularly their signature M5 Loan®. With flexible options and a deep understanding of military life, they provide tailored financial services with honor and respect.
9. BCI Wealth & Asset Management
Address: 6817 Southpoint Pkwy STE 1301, Jacksonville, FL 32216
Phone: (256) 484-8074
Email: terry@lakewealthgroup.com
Website: bciwam.com
BCI Wealth helps clients build, manage, and protect their assets through customized financial strategies. With a strong focus on retirement and estate planning, they provide a client-first approach to long-term wealth preservation.
10. Keras Wealth Planning (Bradley Ernst – Northwestern Mutual)
Address: 4345 Southpoint Blvd #400, Jacksonville, FL 32202
Phone: (904) 356-5155
Email: christina.kuhl@nm.com
Website: keras.nm.com
Inspired by the strength of the rhinoceros, Keras Wealth Planning empowers clients to take charge of their financial future with confidence. With a passion for helping clients pursue their dreams, they provide strategic financial guidance every step of the way.
Choosing the right financial advisor in Jacksonville comes down to understanding your goals and finding a team that aligns with your values. Whether you’re a young professional, a business owner, or preparing for retirement, these trusted advisors offer the tools and expertise to help you achieve financial clarity and long-term security.
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