We are independent, fee-only, certified financial planners located in Jacksonville Beach, Florida

As independent, fee-only financial planners, we have a fiduciary responsibility to always put our client’s interests ahead of our own. What does that mean? It means we will never try to sell you any products and we do not take commissions. Instead, our interests align with your interests.

We work with individuals and families from all over who are concerned about their futures. We help our clients feel comfortable knowing their years of hard work and sacrifice will provide them with a secure, enjoyable retirement. Our comprehensive process looks at every aspect of financial life, including retirement planning, investment planning, tax planning, insurance planning, estate planning, educational funding, and more.

We don’t believe in cookie-cutter plans because no two clients are the same. All of our plans are individualized and dynamic, meaning they can change as your circumstances change. Whether you are a young family just starting out, an empty-nester, or nearing retirement, we are here to help you develop a plan for the future you desire.

We offer an initial complimentary one hour consultation virtually, over the phone, or in person.

Looking for a financial planner? Please select the option that best describes you.

Early/Mid Career

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Nearing Retirement

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Suddenly Wealthy

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Existing Client

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Early/Mid Career

Pay For The Present While Saving For The Future

Things are going well, you have a great job, perhaps a loving partner, maybe even some wonderful kids, but there is always that nagging feeling. That question that keeps you up at night – am I doing this right?

You might have a mortgage, a 401k, college savings, life insurance, and the list goes on. But you’re not quite sure if you’re saving the right way:

  • Traditional IRA vs. Roth IRA
  • 529 plans vs. prepaid plans
  • Term life insurance vs. universal life insurance

It’s overwhelming!

At Van Wie Financial, we help navigate all aspects of your financial life, not just your investments. Our clients are very diverse, but the one thing they all have in common is that they are faced with the competing challenges of paying for the lifestyle they desire while saving for the future.

Our goals-based planning process helps you achieve both through proper planning, implementation, and monitoring of your personalized financial plan.

If this sounds like a process that could be beneficial to you. Book a complimentary meeting with us through the form below or call the office at 904-685-1505 and take that next step toward financial independence.


Competing Priorities

  • How much house can I afford?
  • Can I save for my kids college?
  • Can I afford this wedding?
  • Will I ever pay off these student loans?
  • How much emergency fund do I need?
  • Am I saving enough for retirement?
  • Is this budget appropriate for my income?
  • Am I spending too much on entertainment/nightlife/lunches/lattes?
  • Can I save outside of my 401(k)?
  • What should I do about this credit card debt?
  • How do I start investing?

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Nearing Retirement

Feel Good About Taking The Retirement Leap

Is the end of your career in sight? Do you constantly worry that you haven’t saved enough or wonder how you can possibly get by without the comfort of that regular paycheck? Retirement is supposed to be the best time of your life, not the scariest.

At Van Wie Financial, we understand your concerns. We have helped many clients navigate their way to and through the retirement planning process. Every retirement looks different these days. Some of our clients play golf, others fish, and others take care of their grandchildren. An increasing number of our clients are choosing to do volunteer work or work part-time in a career that is personally satisfying to them.

Whatever your ideal retirement looks like, we can help you plan for it and set you up for a smooth transition into true financial independence. We do this through detailed retirement planning, income planning, and investment planning.

We make sure that all of our clients who are nearing retirement feel confident that they can afford to take that next step in life. If this sounds like help you could use, take the first step by booking a complimentary meeting with us through the form below or by calling the office at 904-685-1505.


Am I Ready?

  • Do I have enough money saved to achieve my desired retirement?
  • Are my spouse/significant other/kids going to be OK if something happens to
  • Should I have saved more when I was younger?
  • What social security claiming strategy is right for me?
  • Are my assets protected from lawsuits/acts of negligence/fraud/theft?
  • What happens if the market tanks?
  • Where will my money come from in retirement?
  • Am I invested appropriately?
  • Can I afford this vacation home?
  • Am I diversified enough?
  • How do I transition my business to the next generation?

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Enjoy Your Retirement Without Worrying About Money

You did it! All the years of hard work have finally paid off. Now you get to sit back and relax… or so you thought. What you didn’t realize is that retirement comes with its own unique stresses and relaxing may not come as easy as you thought it would.

Your mind suddenly fills with questions like:

  • Will my money last?
  • Am I spending too much?
  • Am I invested too aggressively or too conservatively?
  • What happens to my money when I’m gone?
  • How do I know if I’m doing this right?

It is commonly said that there are two things people fear more than death – public speaking and running out of money. We can’t help you give a speech, but we can help you worry less about your money.

Here at Van Wie Financial, we want to give you peace of mind that you are making the right choices. We work with each of our clients, individually tailoring investment plans, income plans, and estate plans to fit their unique needs.

We know how hard you worked to get to this point in your life. You should be out doing exactly what you want to do, not thinking about your finances. Start by booking a complimentary meeting with us today using the form below or call the office at 904-685-1505.


We're Here, Now What?

  • Am I invested appropriately?
  • How much can I afford to take from my retirement accounts?
  • Are my spouse/significant other/kids going to be OK if something happens to me?
  • How will my assets pass to my heirs?
  • Should I have saved more when I was working?
  • Are my assets protected from lawsuits/acts of negligence/fraud/theft?
  • What happens if the market tanks?
  • Am I diversified enough?
  • Can I afford to be charitable?
  • How can I minimize my tax bill?

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Suddenly Wealthy

Protecting & Investing Your Newfound Wealth

Did you receive a large inheritance? Did your company successfully complete an IPO? Did you win the lottery? It doesn’t matter how you got the money, but suddenly having a large sum can be a challenging situation, especially if this is a new experience for you.

When you’re suddenly wealthy, you often find yourself wondering what to do with all your new money:

  • How to protect your money.
  • How to make sure it provides a secure future for you and your family.
  • How to shelter it from taxes.
  • How to invest your money.
  • If it makes sense to pay off debt.

At Van Wie Financial, we have the experience to answer all of these questions and help you make the most out of your newfound wealth. We have helped a variety of people in sudden wealth situations, from a hundred thousand dollars inheritance to several multi million dollar lottery winners. While each situation is unique, some of the challenges they face are not.

If you find yourself in a sudden wealth situation and need help deciding what to do next, start by booking a complimentary meeting with us today using the form below or call the office at (904) 685-1505.

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What Do I Do With This Money?

  • I received a large inheritance or won the lotto, now what?
  • Should I take my winnings now or spread them out?
  • Should I eliminate all my debt first?
  • How can I protect my new assets from friends/relatives/government?
  • How do I handle relationships with my friends and family?
  • How do I create a budget with my newfound fortune?
  • How do I pick a financial advisor?
  • How do I know I am not getting ripped off?
  • Can I still work if I want to?
  • If I continue to work, are there any additional tax implications?
  • Should I buy a small company or invest in the market?

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Existing Client

We’re Here For You

As independent financial advisors, we have a fiduciary duty to our clients.

Fiduciary responsibility means we are legally bound to put your best interests first. Our compensation comes only from the fees you pay and never any commissions, product sales, or referrals. Our advice and input is always 100% unbiased. If a conflict of interest ever comes up, we will disclose it to you immediately.


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