Total Wealth Planning & Management

Van Wie Financial is an independent, fee-only certified financial planning firm located in Jacksonville Beach, Florida. With a focus on putting clients' interests first, they offer personalized and dynamic financial plans that cover all aspects of financial life, from retirement and investment planning to tax and estate planning. Their comprehensive process ensures that individuals and families from various life stages receive tailored guidance to secure a comfortable and enjoyable retirement. Whether clients are just starting out in their careers or nearing retirement, Van Wie Financial provides expert advice to help them achieve their financial goals and plan for a secure future.Generated from the website

At Ullmann Wealth Partners, we have thought long and hard both about the planning process and wealth management. We have created a customized, comprehensive and systematic process to identify a client’s strengths, concerns, and opportunities for the future, and then build an investment plan to follow going forward. We focus on tax mitigation and increasing cash flow throughout the process to preserve and enhance the wealth you have created.

Standfast Asset Management LLC, located in Jacksonville Beach, FL, specializes in providing fiduciary investment planning aimed at motivating clients with a focus on low fees and high dividends. The company prioritizes unbiased, professional asset management and is committed to protecting and growing investments through a customized portfolio of quality companies. Under the leadership of CEO Scott A. Grant, JD, Standfast emphasizes the importance of understanding what clients own and ensuring that investment decisions align with their best interests. With a mission to offer peace of mind in retirement planning, Standfast remains dedicated to fostering successful financial futures for families. Generated from the website