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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Ponte Vedra Beach is a tedious task to do. give you extensive options to compare best advisors in Ponte Vedra Beach & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Ponte Vedra Beach?

Looking for a qualified financial advisor in Ponte Vedra Beach? We can help you by narrowing down your options & listing the best financial advisors in Ponte Vedra Beach as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Ponte Vedra Beach near you with the list of certified and vetted Ponte Vedra Beach financial advisors.

List of Qualified Financial Advisors in Ponte Vedra Beach, Florida


Joshua Krafchick

369 Financial, LLC

230 Canal Blvd Suite 2

Ponte Vedra Beach, FL 32082
(904) 3059050


Dr.Jeff Camarda

Camarda Wealth Advisors, LLC

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
(800) 2621083


Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256
(904) 3982075


David H. Morgan MSFS, CEP®, CFF

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256
(352) 4336565


H. Lee Little, MBA, CFP®

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216
(904) 2967526


Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211
(904) 7250556


Henry Conlon

Creative Planning


Saint Augustine, FL 32080
(904) 5629251

No Advisor found

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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