{"id":16489,"date":"2025-04-10T16:11:33","date_gmt":"2025-04-10T16:11:33","guid":{"rendered":"https:\/\/pillarwm.com\/financial-advisors\/?page_id=16489"},"modified":"2025-10-25T08:22:51","modified_gmt":"2025-10-25T08:22:51","slug":"jacksonville-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/financial-advisors\/jacksonville-to-consider\/","title":{"rendered":"Financial Advisors in Jacksonville to Consider"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"16489\" class=\"elementor elementor-16489\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9bb5a32 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9bb5a32\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-c045a1e\" data-id=\"c045a1e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5ed85f7 elementor-widget elementor-widget-shortcode\" data-id=\"5ed85f7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-7b05892\" data-id=\"7b05892\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7dd497a6 elementor-widget elementor-widget-text-editor\" data-id=\"7dd497a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-16707\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-77.png\" alt=\"Financial Advisors in Jacksonville to Consider\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-77.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-77-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<p>Whether you&#8217;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.<\/p>\n\n<p>To make your search easier, we\u2019ve compiled a list of 10 rated financial advisors in Jacksonville, each offering unique services and personalized strategies tailored to your needs.<\/p>\n\n<ol class=\"wp-block-list\">\n<li>369 Financial<\/li>\n\n<li>French Capital Management (401k)<\/li>\n\n<li>Aegis Consulting Group<\/li>\n\n<li>Allegiance Financial Advisors<\/li>\n\n<li>Ally Financial (DFS)<\/li>\n\n<li>Avondale Wealth Advisors (AWA JAX)<\/li>\n\n<li>Equitable Advisors \u2013 Jacksonville<\/li>\n\n<li>My Military Financial Services<\/li>\n\n<li>BCI Wealth &amp; Asset Management<\/li>\n\n<li>Keras Wealth Planning<\/li>\n<\/ol>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" class=\"alignnone wp-image-16713\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-78.png\" alt=\"369 Financial\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-78.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-78-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>1. 369 Financial<\/strong><\/h3>\n\n<p>Address: <strong>9424 Baymeadows Rd Unit 250, Jacksonville, FL 32256<\/strong><strong><br \/><\/strong>Phone: (904) 305-9050<br \/>Email: josh@369financial.com<br \/>Website: <a href=\"https:\/\/www.369financial.com\/\" rel=\"nofollow noopener\" target=\"_blank\">369financial.com<\/a><\/p>\n\n<p>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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" class=\"alignnone wp-image-16717\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-79.png\" alt=\"French Capital Management (401k)\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-79.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-79-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>2. French Capital Management (401k)<\/strong><\/h3>\n\n<p>Address: <strong>13080 Silver Oak Dr, Jacksonville, FL 32223<\/strong><strong><br \/><\/strong>Phone: (904) 479-8843<br \/>Email: admin@frenchcapitalmanagement.com<br \/>Website: <a href=\"http:\/\/www.frenchcapitalmanagement.com\/\" rel=\"nofollow noopener\" target=\"_blank\">frenchcapitalmanagement.com<\/a><\/p>\n\n<p>Founded by industry veteran Jason French, French Capital Management utilizes a \u201cNautical Planning Approach\u201d to cover all aspects of wealth management\u2014from investment and tax planning to legacy and healthcare strategies. Affiliated with Foundations Investment Advisors, they focus on delivering holistic financial solutions.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16718\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-80.png\" alt=\"Aegis Consulting Group\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-80.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-80-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>3. Aegis Consulting Group<\/strong><\/h3>\n\n<p>Address: <strong>7077 Bonneval Rd Ste 450, Jacksonville, FL 32202<\/strong><strong><br \/><\/strong>Phone: (904) 650-2122<br \/>Email: michael.sullum@aegisconsults.com<br \/>Website: <a href=\"http:\/\/aegisconsults.com\/\" rel=\"nofollow noopener\" target=\"_blank\">aegisconsults.com<\/a><\/p>\n\n<p>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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16719\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-81.png\" alt=\"Allegiance Financial Advisors\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-81.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-81-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>4. Allegiance Financial Advisors<\/strong><\/h3>\n\n<p>Address: <strong>3112 St Johns Bluff Rd S, Jacksonville, FL 32246<\/strong><strong><br \/><\/strong>Phone: (904) 642-4401<br \/>Email: jmaltese@allegianceadvisors.com<br \/>Website: <a href=\"http:\/\/www.allegianceadvisors.com\/\" rel=\"nofollow noopener\" target=\"_blank\">allegianceadvisors.com<\/a><\/p>\n\n<p>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\u2019s unique financial needs are met with care and professionalism.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16720\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-82.png\" alt=\"Ally Financial (DFS)\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-82.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-82-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>5. Ally Financial (DFS)<\/strong><\/h3>\n\n<p>Address: <strong>12850 Gran Bay Pkwy, Jacksonville, FL 32258<\/strong><strong><br \/><\/strong>Phone: (904) 370-1800<br \/>Email: corporatefinance@ally.com<br \/>Website: <a href=\"https:\/\/www.ally.com\/about\/locations\/\" rel=\"nofollow noopener\" target=\"_blank\">ally.com<\/a><\/p>\n\n<p>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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16721\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-83.png\" alt=\"Avondale Wealth Advisors (AWA JAX)\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-83.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-83-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>6. Avondale Wealth Advisors (AWA JAX)<\/strong><\/h3>\n\n<p>Address: <strong>904 Margaret St Suite 103, Jacksonville, FL 32205<\/strong><strong><br \/><\/strong>Phone: (904) 683-6211<br \/>Email: cady.mccarty@lplfinancial.com<br \/>Website: <a href=\"http:\/\/www.awajax.com\/\" rel=\"nofollow noopener\" target=\"_blank\">awajax.com<\/a><\/p>\n\n<p>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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16722\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-84.png\" alt=\"Equitable Advisors \u2013 Jacksonville\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-84.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-84-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>7. Equitable Advisors \u2013 Jacksonville<\/strong><\/h3>\n\n<p>Address: <strong>225 Water St Ste 1235, Jacksonville, FL 32202<\/strong><strong><br \/><\/strong>Phone: (904) 353-5611<br \/>Email: joshua.treece@equitable.com<br \/>Website: <a href=\"https:\/\/jacksonville.equitableadvisors.com\/\" rel=\"nofollow noopener\" target=\"_blank\">jacksonville.equitableadvisors.com<\/a><\/p>\n\n<p>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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16723\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-85.png\" alt=\"My Military Financial Services\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-85.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-85-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>8. My Military Financial Services<\/strong><\/h3>\n\n<p>Address: <strong>4082 Ponce De Leon Ave, Jacksonville, FL 32217<\/strong><strong><br \/><\/strong>Phone: (904) 733-2900<br \/>Email: info@mymilitaryloans.com<br \/>Website: <a href=\"http:\/\/mymilitaryloans.com\/\" rel=\"nofollow noopener\" target=\"_blank\">mymilitaryloans.com<\/a><\/p>\n\n<p>Catering to active-duty military members, veterans, and their families, My Military Financial Services specializes in SBA loans\u2014particularly their signature M5 Loan\u00ae. With flexible options and a deep understanding of military life, they provide tailored financial services with honor and respect.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16724\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-86.png\" alt=\"BCI Wealth &amp; Asset Management\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-86.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-86-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>9. BCI Wealth &amp; Asset Management<\/strong><\/h3>\n\n<p>Address: <strong>6817 Southpoint Pkwy STE 1301, Jacksonville, FL 32216<\/strong><strong><br \/><\/strong>Phone: (256) 484-8074<br \/>Email: terry@lakewealthgroup.com<br \/>Website: <a href=\"https:\/\/www.bciwam.com\/\" rel=\"nofollow noopener\" target=\"_blank\">bciwam.com<\/a><\/p>\n\n<p>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.<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-16725\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-87.png\" alt=\"Keras Wealth Planning (Bradley Ernst - Northwestern Mutual)\" width=\"712\" height=\"430\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-87.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-87-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n<\/div>\n<h3 class=\"wp-block-heading\"><strong>10. Keras Wealth Planning (Bradley Ernst &#8211; Northwestern Mutual)<\/strong><\/h3>\n\n<p>Address: <strong>4345 Southpoint Blvd #400, Jacksonville, FL 32202<\/strong><strong><br \/><\/strong>Phone: (904) 356-5155<br \/>Email: christina.kuhl@nm.com<br \/>Website: <a href=\"https:\/\/keras.nm.com\" rel=\"nofollow noopener\" target=\"_blank\">keras.nm.com<\/a><\/p>\n\n<p>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.<\/p>\n\n<p>Choosing the right financial advisor in Jacksonville comes down to understanding your goals and finding a team that aligns with your values. Whether you&#8217;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.<\/p>\n<p><!-- HFCM by 99 Robots - Snippet # 1: Awards Layout --><\/p>\n<div id=\"badge\" class=\"badge_section\">\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span><\/p>\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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