Growing Into the First Coast
A Different Kind of Financial Advisor in Jacksonville
Jacksonville has no shortage of financial advisors. What is harder to find is a firm that combines genuine independence, fiduciary responsibility, and the depth of planning experience to handle complexity — whether that means a physician navigating a practice transition, a business owner planning for succession, or a family managing wealth across multiple accounts and generations.
As an independent, fiduciary advisory firm rooted in Northeast Florida, our guidance is not tied to product quotas, corporate sales incentives, or in-house investment products. Every recommendation is shaped by your goals, your circumstances, and your long-term financial picture — nothing else.
San Jose Blvd
Our First Coast hub — the largest of our three Northeast Florida offices
Independent & Fiduciary
No product quotas · No corporate agendas · Required to act in your best interest
Local & National
Rooted in Northeast Florida · Serving clients throughout the country
Who We Serve
Jacksonville Clients We Work With
We work with a focused group of individuals and families in Jacksonville and across the First Coast:
- Physicians, surgeons, dentists, and healthcare professionals at Mayo Clinic, UF Health, Baptist Health, and hospital systems and private practices across Jacksonville
- Business owners and entrepreneurs managing the intersection of business and personal financial complexity
- Executives and professionals in financial services, healthcare, real estate, and related industries
- Individuals and families approaching or navigating retirement
- High-net-worth individuals and families seeking coordinated, multi-generational financial planning
Planning Areas
Financial Planning Services Available to Jacksonville Clients
Retirement Planning
Income planning, account coordination, Social Security timing, and long-term retirement strategy.
Investment Management
Personalized investment strategies aligned with your objectives, time horizon, and financial picture.
Tax-Aware Planning
Financial decision coordination through a tax-aware lens alongside your qualified tax professional.+
Estate & Legacy Considerations
Planning conversations aligned with broader estate and multi-generational legacy objectives.
Business Owner Planning
Retirement, succession, concentrated wealth, and coordinated guidance across business and personal finances.
Family Office Services
Coordinated guidance for high-net-worth individuals and families managing complex, multi-generational financial lives.
"The Independence and Depth Jacksonville Clients Deserve"
Our principal's background in law means planning conversations at SJAM go deeper than most — particularly around how financial decisions interact with trust structures, estate documents, business agreements, and other legal considerations. While we do not provide legal advice, this perspective is one most advisory firms in Jacksonville cannot offer.
Clients who come to us are typically looking for something they have not found elsewhere — a fiduciary advisor who understands complexity, coordinates across all areas of their financial life, and remains engaged over time as circumstances evolve. That is what we have built from our founding office in Palatka and carried into every market we serve.
Serving Jacksonville and Beyond
Independent Financial Planning Across Jacksonville and Northeast Florida
St. Johns Asset Management provides independent, fiduciary financial planning for individuals, families, physicians, and business owners throughout Jacksonville and the surrounding First Coast communities — including Ponte Vedra Beach, Fleming Island, Orange Park, Mandarin, Riverside, Southside, and Beaches areas. We also serve clients throughout Florida and across the country. Our three offices in Jacksonville, St. Augustine, and Palatka ensure that clients across Northeast Florida have access to personal, in-person planning conversations at any location. We offer a complimentary consultation to help determine whether our approach is the right fit for your goals.
Have Questions?
Frequently Asked Questions
Why choose an independent financial advisor in Jacksonville?
Independent advisors are not tied to proprietary products or corporate sales quotas — their recommendations are shaped only by your goals. In Jacksonville, where large national firms and bank-affiliated advisors are common, working with an independent, fiduciary firm like St. Johns Asset Management means your interests are the only factor shaping our guidance.
Do you work with physicians and healthcare professionals in Jacksonville?
Yes. We work with physicians, surgeons, dentists, healthcare executives, and medical practice owners throughout Jacksonville — including those affiliated with Mayo Clinic, UF Health, Baptist Health, and other hospital systems and private practices across the First Coast.
I have a CPA and an attorney already. Why would I need a financial advisor?
A CPA and an attorney handle specific areas — taxes and legal matters — but they typically don't coordinate with each other or look at your full financial picture. A financial advisor's role is to bring structure across everything — investments, retirement planning, estate considerations, business planning — and to work alongside your existing professionals rather than in isolation from them. The result is a more connected, coherent financial strategy.
Do you work with clients who are years away from retirement or just those who are close?
Both. Some of our most valuable client relationships begin ten to fifteen years before retirement — when there is still meaningful time to shape the strategy. We also work with clients who are already retired and navigating income, tax, and estate decisions. The planning looks different at each stage but the need for independent, fiduciary guidance is consistent across both.
We Also Work With
Ready to Get Started
Start a Conversation With Our Jacksonville Team
We offer a complimentary consultation with no obligation. Send us a message and a member of our team will follow up within one business day to start the conversation. You can also reach our Jacksonville office directly by phone.
Jacksonville Office
(904) 644-7803
5233 San Jose Blvd. Suite 1
Jacksonville, FL 32207
Monday – Friday · 8:30 AM – 5:00 PM
St. Johns Asset Management does not provide legal or tax advice. All investment strategies involve risk, including the potential loss of principal. Clients should consult qualified legal, tax, and financial professionals regarding their individual circumstances. Advisory services offered through St. Johns Asset Management (“SJAM”), a registered investment adviser.