Who We Work With
Independent Guidance for the People Who Need It Most
St. Johns Asset Management works with individuals and families navigating financial complexity — including physicians, business owners, executives, and those nearing or in retirement. Our role is to provide thoughtful, personalized guidance aligned with your goals.
Physicians & Healthcare Professionals
Business Owners & Entrepreneurs
Individuals & Families
Those Nearing or In Retirement
We Offer a Fiduciary's Perspective
Wealth Strategies Built in Your Best Interest
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.
Here’s How:
Prioritizing Your Needs
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.
Utilizing Industry Experience
Our book of business speaks volumes about the service we've provided throughout our careers. Since day one, our philosophy of providing independent, intelligent financial recommendations has been our primary focus.
Emphasizing Our Passion for Planning
Over the years, we've learned the importance of passionately providing solutions to our clients. At St. Johns Asset Management, we consider ourselves educators and proudly work with you to enhance your understanding.
Staying Engaged Over Time
Financial planning is not a one-time conversation. Life changes — careers evolve, families grow, and priorities shift. We build long-term relationships and remain actively engaged as your circumstances and goals develop over time.
From Retirement to Legacy
Key areas of a comprehensive financial life — coordinated around your goals.
Retirement & Wealth Planning
Guidance related to retirement transitions, income considerations, and long-term planning.
Investment Management
Personalized investment strategies aligned with your objectives, liquidity needs, and financial picture.
Tax-Aware Planning
Coordination of financial decisions through a tax-aware lens alongside qualified professionals.
Estate & Legacy
Planning discussions designed to support broader estate and multi-generational wealth objectives.
Business Owner Planning
Guidance related to succession, liquidity events, and evolving financial responsibilities.
Family Office Services
Coordinated guidance for individuals and families managing complex financial lives.
We’re Big on Customer Service & Relationship Building
As fiduciaries, we're building life-long relationships that consist of unbiased advice, integrity and ownership - not simply making short-term decisions.
As such, we invite you to learn more about the details of our unique planning process. Because this is a major decision, we offer a complimentary consultation to determine if we'll be a good fit to work together.
Have Questions?
Frequently asked questions
What does it mean to work with an independent fiduciary?
It means our guidance is not tied to proprietary products, commissions, or sales quotas. As an independent fiduciary, St. Johns Asset Management is required to act in your best interest — not in the interest of a product provider or parent company.
Who does St. Johns Asset Management work with?
We work with business owners, physicians, healthcare professionals, executives, and families across Northeast Florida who are seeking personalized, long-term financial guidance. We serve clients throughout Florida with offices in Jacksonville, St. Augustine, and Palatka.
How do I get started?
We offer a complimentary consultation with no obligation. Simply send us a message through our contact page and a member of our team will follow up within one business day to start the conversation. Prefer to call? You can reach any of our three offices directly during business hours.
Get Started
Ready to Bring Greater Clarity to Your Financial Life?
We offer a complimentary consultation to help determine whether our approach is the right fit for your goals and circumstances. There is no obligation — only a conversation.