Best Financial Advisors in Jacksonville

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
840+
Advisors
4.7/5.0
Average Rating

Jacksonville Financial Landscape

Jacksonville's economy is driven by healthcare, finance, and logistics, making it a regional hub for various industries. The city benefits from a strategic location and a growing population.

Major industries
Healthcare, Finance, Logistics
Population
842K (metro: 1.5M)
Median household income
$58,000
Unique needs
Jacksonville requires tailored financial advice focusing on real estate, hurricane preparedness, and economic diversification.
Market Insights
Economic Growth
According to BEA (2023), Jacksonville's GDP growth is projected at 3.2%, driven by healthcare and logistics sectors.
Wealth Demographics
According to Census (2023), the median income in Jacksonville is $58,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Jacksonville are increasingly focusing on real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Jacksonville's cost of living is 5% below the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Jacksonville's housing market is experiencing a 10% annual appreciation, raising concerns about potential bubbles.
Business Environment
According to Fortune (2024), Jacksonville's business climate is favorable, with a growing number of startups and established firms.

Top 5 Financial Advisors in Jacksonville

Florida Financial Advisors
★ ★ ★ ★ ★ 5
Jacksonville Wealth Management
★ ★ ★ ★ ★ 5
Davis Capital Management
★ ★ ★ ★ ★ 5
Paragon Wealth Strategies
★ ★ ★ ★ ★ 5
First Coast Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Jacksonville, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Jacksonville-Specific Expertise
For Jacksonville residents working in Healthcare, Finance, Logistics, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Jacksonville's heavy reliance on logistics and healthcare poses risks; housing market volatility and hurricane threats necessitate diversification and strategic investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Florida locations

Jacksonville Miami Tampa Orlando St. Petersburg Hialeah Tallahassee Fort Lauderdale