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An organization is only as strong as its roots. For six generations, our families’ Florida roots have guided our approach to life and community service. As a financial partner to hundreds of families and organizations for more than 25 years, we understand what is most important to you.

Disciplined Equity Management (DEM) is a trusted investment firm based in Neptune Beach, FL, known for its time-tested strategies and disciplined approach to building success. With a focus on portfolio engineering and fiduciary responsibility, DEM offers a range of investment solutions, including their Alliance Program for investment professionals and DFA Mutual Fund Portfolios, applying the best of academic research to the practical world of investing. With a commitment to investing fundamentals, diversification, and financial independence, DEM's team of experts utilizes regression analysis and a four-pillar approach to help clients navigate bear markets and achieve long-term growth. Through their research resources and case studies, DEM aims to build trust in their expertise and provide valuable insights for those looking to learn more about investing and options.Generated from the website

Estabrook Capital Management, located in Ponte Vedra Beach, FL, offers a comprehensive family office approach to wealth management, catering to select individuals and their families. With over 40 years of experience, the firm specializes in financial planning, investment management, risk planning, tax services, and estate planning, ensuring that every aspect of a client's financial life is meticulously addressed. By utilizing advanced software tools, Estabrook provides personalized financial plans that reflect each client's unique goals and circumstances, avoiding cookie-cutter solutions. Their commitment to reducing risk and facilitating responsible growth empowers clients to confidently navigate their financial futures. Generated from the website