Jacksonville, Florida, is home to a growing number of reputable investment firms offering tailored financial strategies to high-net-worth individuals, families, and business owners. Whether you’re seeking help with retirement planning, estate strategies, or wealth preservation, the following firms provide diverse approaches while maintaining a client-first philosophy. Below is a curated list of ten firms to consider if you’re evaluating investment options in Jacksonville.
Salvus Wealth Management
Salvus Wealth Management is a fiduciary firm known for sourcing boutique money managers and crafting personalized strategies. With a focus on capital preservation and growth, Salvus provides financial planning, investment management, tax planning, and estate strategies tailored to high-net-worth clients.
Phone: 19046743353
Email: [email protected]
Address: 6022 San Jose Blvd Suite 100N, Jacksonville, FL 32202
Website: www.salvuswealth.com
Capital Analysts of Jacksonville
Founded in 1968, Capital Analysts offers comprehensive financial planning, retirement, and estate services. With a team that includes CFP® and CFA credentialed advisors, their firm emphasizes objective, fee-based guidance focused on clients’ long-term goals.
Phone: 19047307433
Email: [email protected]
Address: 8160 Baymeadows Way W Ste 310, Jacksonville, FL 32256
Website: www.capanjax.com
Paragon Wealth Strategies
Operating under the name WealthGuards, this fee-only advisory firm delivers holistic wealth management. With a mission to help clients make work optional, their advisors offer tailored strategies in retirement planning, investment management, and financial independence.
Phone: 19048610093
Email: [email protected]
Address: 10245 Centurion Pkwy N #106, Jacksonville, FL 32256
Website: www.wealthguards.com
Jacksonville Wealth Management
Offering 75 distinct services, Jacksonville Wealth Management provides personalized investment and retirement planning. Their client-centric model emphasizes transparency and planning for long-term financial well-being.
Phone: 19049237526
Email: [email protected]
Address: 8075 Gate Pkwy W STE 101, Jacksonville, FL 32216
Website: www.jaxwealth.com
TrustWell Financial Advisors
Founded in 1987, TrustWell is a fee-only fiduciary firm focused on retirement planning, tax strategies, and estate planning. Their advisors guide clients with transparency and an ethical framework free from product sales.
Phone: 19049967800
Email: [email protected]
Address: 8825 Perimeter Park Blvd STE 304, Jacksonville, FL 32216
Website: www.trustwellfa.com
Davis Capital Management
Davis Capital provides goal-based financial planning and investment services, tailored to individual and business needs. The firm emphasizes integrity and long-term relationships under a transparent, fee-only model.
Phone: 19042230510
Email: [email protected]
Address: 4788 Hodges Blvd STE 201, Jacksonville, FL 32224
Website: www.daviscapitalsite.com
D2 Capital Management
With its “Separate Accounts for Separate Goals™” approach, D2 Capital offers tailored portfolio construction using individual stocks, ETFs, and fixed income securities. Their client-first fiduciary model ensures ethical, impartial advice.
Phone: 19042489871
Email: [email protected]
Address: 1301 Riverplace Blvd Ste 800, Jacksonville, FL 32207
Website: www.d2-cm.com
Sanchez Wealth Management
Operating as an RIA in partnership with LPL Financial, Sanchez Wealth Management delivers comprehensive services such as risk management, estate planning, and education funding, guided by a fiduciary standard and ongoing client education.
Phone: 19042819261
Email: [email protected]
Address: 5150 Belfort Rd UNIT 702, Jacksonville, FL 32256
Website: www.sanchezwealthmgt.com
Madden Advisory Services Inc.
Founded in 1998, Madden Advisory offers fee-only, personalized financial advice including estate planning, education funding, and risk management. Their team collaborates to deliver objective strategies tailored to clients’ financial aspirations.
Phone: 19042961127
Email: [email protected]
Address: 5200 Belfort Rd #410, Jacksonville, FL 32256
Website: www.maddenadvisory.com
Jax Wealth Advisors
Jax Wealth Advisors integrates financial assets, estate planning, insurance, and liabilities under one strategy. Their proactive, consultative approach ensures that each client receives a plan designed specifically for their life and goals.
Phone: 19042967526
Email: [email protected]
Address: 3840 Belfort Rd suite 103, Jacksonville, FL 32216
Website: www.jaxadvisors.com
Each of these firms brings a unique perspective and specialization, allowing Jacksonville residents to align their investment needs with the right professionals. Whether you’re focused on retirement, estate planning, or long-term financial growth, exploring these firms can help you make informed decisions that align with your life’s goals.
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