RFW Wealth Advisors

Capital Analysts of Jacksonville is a holistically-oriented, fee-based financial planning, wealth management and employee benefits firm. The firm dates back to 1968 and has been under consistent ownership since 1992. Our distinctive ensemble operating style allows us to leverage the individual strengths and specialized expertise of our professional team members to provide comprehensive and objective financial solutions.

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