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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505 info@vanwiefinancial.com
904.685.1505 info@vanwiefinancial.com

Blog

Safely Surfing Through Volatile Investment Waters

June 15, 2022
Adam was recently featured on Stan The Annuity Man’s podcast! Click the link above to check it out!
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Adam Featured on First Coast News!

August 27, 2021
See Adam on First Coast News!
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Adam Van Wie, CFP® Interviewed On WJXT

May 16, 2018
Adam recently volunteered to man the phone bank for Wi$e Money Week, an event put on by the local non-profit Family Foundations. During the phone bank, Adam was interviewed by Channel 4 about a variety of topics.
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Adam Van Wie, CFP® Quoted in The Wall Street Journal

April 18, 2018
“It’s a lot more difficult to recover in retirement,” says Adam Van Wie, a financial planner in Jacksonville Beach, Fla. “You can try to find another job, but that’s not an option for everyone.” Read the full article on The Wall Street Journal
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Adam Van Wie Quoted In Nasdaq.com Article

February 22, 2018
“The best test for this is simply to check if you paid your balance in full for the first two months. If you did, you might be able to handle it,” says Adam Van Wie, a certified financial planner in Jacksonville Beach, Florida. “If you carried a balance during that time, cut up the credit […]
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Adam Van Wie Quoted In Investment News Magazine

January 3, 2018
Adam Van Wie, chief operating officer of Van Wie Financial, said that in combination with an iPad Pro and Apple Pencil, OneNote lets him take notes in a client meeting right on the screen. Notes are stored in the cloud and automatically synced with a CRM. “This is the best way I have found to […]
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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505info@vanwiefinancial.com

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Van Wie Financial is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results.