Congruent Wealth is a Jacksonville, Florida-based wealth management firm dedicated to helping entrepreneurs and high-net-worth families align their values, goals, and interests through comprehensive financial planning. Their services include investment management, tax planning, estate planning, asset protection, and charitable giving strategies, all delivered with a collaborative approach alongside clients’ existing professional networks. Led by Private Wealth Advisor and Owner John F. Thompson, the firm emphasizes orchestrating advanced planning strategies tailored to each family’s unique narrative. Congruent Wealth operates under a fiduciary standard of care and partners with entities like NewEdge Advisors, LPL Financial, Fidelity Investments, and Schwab to provide institutional-quality investment management and consulting services.