Established to provide independent advice and comprehensive solutions to physicians, business owners and those in or nearing retirement, we strive to help you work toward financial success. As your advisor, we'll help you navigate ever-changing financial markets, build wealth and protect your financial future.
With a foundation of honesty, we recommend only the strategies and products that best meet your needs. As an independent firm, we work directly with you, keeping your interests at the forefront of our work. We are honored to be a resource for such personal decisions that impact you and your family - and we don't take the fiduciary advisory role lightly.
With a foundation of honesty, we recommend only the strategies and products that best meet your needs. As an independent firm, we work directly with you, keeping your interests at the forefront of our work. We are honored to be a resource for such personal decisions that impact you and your family - and we don't take the fiduciary advisory role lightly.
Services
James "Jim" Neshewat has called North Florida home for 30 years. Jim is a graduate of The University of Central Florida with Bachelor's degrees in Economics and English Literature and obtained his law degree from Florida Coastal School of Law. Jim helps identify tax-efficient estate and investment plans for his clients while implementing them in a seamless and effective manner to help achieve their goals.
Our planning process could not be effectively implemented without sound independent advice. As an independent financial planning firm, we have no conflicts of interest when developing investment and product recommendations. This allows us to represent all major financial institutions so we can provide advice in the best interest of you, our client.
As a hardworking individual, you likely don't have the time or resources to fully address the details of your finances. The goals you have set for yourself and your family hold importance and shouldn't take a backseat to the career you maintain. Whether you own a business or are a professional, you have particular needs that most rarely encounter.
In order to provide prudent financial solutions, we believe education and experience are at the height of what we offer. At St. Johns Asset Management, each team member has unique industry experience allowing them to bring complementary strengths to the table. Our goal is to guide you in making financial decisions to achieve your best life, in whatever capacity that is for you.
As a new client, we want to ensure your questions are answered as we establish a mutual fit between us. Our onboarding process is designed to feel conversational in order to see how we can best address your needs and the goals you have in mind. By beginning with an introductory conversation, we'll be able to decide if we're a good fit for each other.
