Best Financial Advisors in Jacksonville

Financial Planners in Jacksonville

The financial advisors in Jacksonville are known for their dedication to helping individuals, families, and businesses navigate every stage of financial growth. From retirement planning to wealth preservation, their expertise ensures that clients gain confidence in their financial decisions. Jacksonville’s thriving professional community has given rise to advisors who combine technical skills with a personal touch, building plans that truly reflect client goals. This list showcases standout financial professionals whose achievements, backgrounds, and values-driven approaches make them among the best in the region.

At Digital Reference, the value of trusted guidance is central to progress. When it comes to Financial Advisors in Jacksonville and Financial Planners in Jacksonville, we connect expertise with clarity to help highlight professionals who deliver results that matter.

Methodology: How We Chose These Jacksonville-based Financial Advisors

To ensure this list reflects the very best professionals, our process was both research-driven and community-centered. Each inclusion is based on credentials, achievements, and impact within Jacksonville’s financial sector.

✨ Research-driven: Verified public results, case studies, frameworks
💬 Client-reviewed: Real feedback and proven ROI from those served
🏆 Industry-recognition: Awards, speaking engagements, thought leadership in wealth planning
📍 Location-based: Advisors and firms with roots in the Jacksonville area

These advisors have demonstrated impact, community connection, and strategies that truly shape Jacksonville’s financial landscape.

🌟 Spotlight on Financial Advisors in Jacksonville‍

♦️ Jeremy Riggs

Certified Financial Planner at Base Wealth Management

🔗 LinkedIn

Jeremy Riggs with a track record of supporting clients through investment planning and retirement solutions. His career journey reflects dedication to tailoring strategies that adapt to each individual’s goals and needs.

Jeremy is recognized for his ability to build strong financial foundations. His strategies combine technical precision with a clear communication style that clients value highly.

💡 Why Jeremy Riggs stands out as a Financial Advisor
🌟 Skilled in long-term investment and retirement planning
📊 Focuses on building strong financial foundations
💬 Known for clear and practical communication
🤝 Trusted for personalized strategies aligned with client goals

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♦️ Michelle Barron

Certified Financial Planner, Financial Advisor at River City Wealth Management

🔗 LinkedIn

Michelle Barron is a Jacksonville financial professional whose career reflects dedication to helping clients achieve clarity and security. Her expertise includes personalized planning, portfolio design, and client education. Michelle is passionate about ensuring that financial guidance is both actionable and empowering.

She is known for building trust through transparency and education. Michelle’s clients value her ability to simplify financial choices and create strategies that align with real-life goals.

💡 Why Michelle Barron stands out as a Financial Advisor
🌟 Emphasizes transparency and financial education
📊 Provides customized portfolio and planning strategies
💬 Known for empowering clients with clarity and guidance
🤝 Builds trust through accessible and clear planning

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♦️ Robert Simon

Partner, Wealth Advisor and Financial Planner at Waverly Advisors‍

🔗 LinkedIn

‍Robert Simon is a highly credentialed advisor, which reflects his mastery of financial planning, estate design, and philanthropy. His career has spanned decades, during which he has helped countless clients preserve wealth, build legacies, and contribute meaningfully to their communities.

In Jacksonville, Robert is widely regarded as a thought leader in estate and philanthropic planning. His ability to integrate wealth strategies with charitable goals makes him a sought-after advisor among families and professionals.

💡 Why Robert Simon stands out as a Financial Advisor
🌟 Expertise in legacy and philanthropic planning
📊 Recognized for combining estate design with financial strategies
💬 Known for his advanced credentials and leadership in the field
🤝 Trusted for aligning wealth with community impact

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♦️ Grady B. Sykes III

Financial Advisor and Certified Financial Planner at Revision Wealth Management

🔗 LinkedIn

Grady B. Sykes III has built a career around helping clients simplify their financial lives while creating long-term strategies. His work includes wealth management, retirement planning, and multi-generational strategies for families.

In Jacksonville, Grady is known for his approachable yet structured planning style. He focuses on creating strategies that balance today’s needs with tomorrow’s aspirations.

💡 Why Grady B. Sykes III stands out as a Financial Advisor
🌟 Delivers structured planning for long-term stability
📊 Expertise in wealth and retirement management
💬 Known for approachable and client-focused strategies
🤝 Trusted for guiding families across generations

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♦️ Adam Van Wie

Founder & Financial Advisor at Strivus Wealth Partners

🔗 LinkedIn

Adam focuses on comprehensive planning, including retirement strategies, investments, and personalized financial roadmaps. His career is a testament to innovation and client trust.

He is especially known for his dedication to aligning planning with real-life priorities. Adam’s independent practice has made him a standout voice for those seeking both independence and accountability in financial advice.

💡 Why Adam Van Wie stands out as a Financial Advisor
🌟 Founder of an independent planning firm with client-first values
📊 Expertise in comprehensive planning and investments
💬 Known for aligning financial goals with lifestyle needs
🤝 Recognized for building long-term trust with clients

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♦️ Kevin Burkle

Founder & Financial Advisor at HCP Wealth Planning

🔗LinkedInKevin Burkle emphasizes transparency and accessibility in financial planning. His practice often uses a flat-fee structure, ensuring clients receive unbiased advice without hidden costs.

He is best known for promoting financial clarity and independence. Kevin’s client-centered model has made him popular among those seeking honest, fee-based financial guidance.

💡 Why Kevin Burkle stands out as a Financial Advisor
🌟 Advocates for transparency with flat-fee planning
📊 Experienced in retirement, investment, and wealth strategies
💬 Known for unbiased, client-first financial advice
🤝 Trusted for building clarity and independence in planning

 Financial Expertise That Shapes Jacksonville’s Future

The financial advisors in Jacksonville bring a wealth of knowledge that empowers individuals, families, and businesses to thrive. Their achievements span retirement readiness, investment planning, wealth management, and long-term strategies designed to secure stability. By combining expertise with personalized approaches, they deliver solutions that address both immediate financial needs and future aspirations. Their commitment to client-first guidance ensures that every plan reflects not just numbers, but values and goals. Collectively, they strengthen Jacksonville’s financial landscape by fostering confidence, resilience, and sustainable growth.

At Digital Reference, radical authenticity is the foundation of trust—making financial insights not only credible but genuinely valuable to those who seek them. By emphasizing transparency and real expertise, it highlights why integrity is essential in building lasting financial confidence.

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Financial planning is not just about strategies—it’s about building a path that aligns with your life, values, and future. With the right guidance, complex decisions can transform into clear and empowering steps forward. That’s where trusted resources become indispensable, connecting you to proven practices and authentic insights. For a dependable guide that helps you navigate your own journey with clarity, look no further than Digital Reference.