We are independent, fee-only, certified financial planners located in Jacksonville beach, Florida. As independent, fee-only financial planners, we have a fiduciary responsibility to always put our client's interests ahead of our own. What does that mean? It means we will never try to sell you any products and we do not take commissions.
Instead, our interests align with your interests. We work with individuals and families from all over who are concerned about their futures. We help our clients feel comfortable knowing their years of hard work and sacrifice will provide them with a secure, enjoyable retirement.
Instead, our interests align with your interests. We work with individuals and families from all over who are concerned about their futures. We help our clients feel comfortable knowing their years of hard work and sacrifice will provide them with a secure, enjoyable retirement.
Services
We are 100% focused on your needs, and truly believe that your investment and financial plan should revolve around you, without any conflicts of interest. As independent, fee-only, Certified Financial Planners(R), we have a fiduciary responsibility to always place your interests ahead of our own. Our firm is fiduciary to our clients - meaning we are required by law to always act in the best interest of our client.
Does the name "Van Wie" sound familiar? Perhaps you have heard us on the radio. We are home to the Van Wie Financial Hour on Jacksonville's own WBOB, FM 101.1 and AM 600. We cover everything from current trends and topics in financial planning to investments and your portfolio. We also discuss timeless issues such as major purchases, savings strategies, and Social Security claiming possibilities.
Reviews (2)
TeeJay Smith
Aug 25, 2020
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Steve and Adam were just too cool as a Team. Both listened to me throughout our conversation and at the end of the conversation, they provided me with information relevant to my needs. Thank you Adam for being raised well by your father, Steve. I encourage anyone who may need financial counseling to visit them. I bet you wouldn't regret it. Shalom!
Aj Vaughan
Oct 24, 2019
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