Fee-Only. For a Reason.
FIDUCIARY TO OUR CLIENTS
We are 100% focused on your needs, and truly believe that your investment and financial plan should revolve around you, without any conflicts of interest. As independent, fee-only, Certified Financial Planners®, we have a fiduciary responsibility to always place your interests ahead of our own.
WHAT FEE-ONLY MEANS FOR YOU
- Our compensation comes solely from the fees paid by our clients
- We receive no compensation from any product recommendations
- We only represent you, our client
- We never accept commissions, cross-selling fees, referral fees, or kickbacks
- We never accept “soft-dollar” arrangements from anyone
- We offer completely unbiased advice that is solely in your best interest
- Our firm is fiduciary to our clients – meaning we are required by law to always act in the best interest of our client. Should any conflicts of interest arise, we must eliminate or disclose them to you
Adam Van Wie, CFP®
Adam D. Van Wie is a Certified Financial Planner™ professional and the Chief Operating Officer of Van Wie Financial. Adam is the co-host of the Van Wie Financial Hour radio program, heard every Saturday morning from 10:00 to 11:00 on Jacksonville’s WBOB radio, 101.1 FM and 600 AM.
Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Prior to his financial advisory career, Adam worked for several Fortune 500 companies in a combination of finance, sales, consulting, and management jobs.
Adam received his undergraduate degree in Mechanical Engineering from Tulane University with a minor in Business Administration, and his MBA from Emory University. He is a member of the national Financial Planning Association (FPA), as well as a member of the Board of Directors of the Financial Planning Association of Northeast Florida. For the 2020 calendar year, Adam will be the President of the local FPA chapter. In addition, Adam is a member of the National Association of Personal Financial Planners (NAPFA).
Adam is a native of Wisconsin, and moved to Florida in 1992 with his family. He has a wife, Jessica, and two young children, and currently lives in Jacksonville Beach. Outside of work, you will frequently find Adam surfing, watching his children’s soccer games, and enjoying the outdoors in beautiful Northeast Florida.
Steve Van Wie, CFP®
Steven H. Van Wie has been a Certified Financial Planner® since 2001. He was the founder of Van Wie Financial, as well as its parent company, Steven H Van Wie, LLC. He co-hosts, along with his son Adam Van Wie, the Van Wie Financial Hour radio program, heard every Saturday morning from 10:00 to 11:00 on WBOB. He is also a weekly contributor to the Van Wie Financial blog, available at the website, vanwiefinancial.com.
Steve offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Prior to his financial advisory career, he was the owner and CEO of several manufacturing concerns. He has also been employed as a computer programmer and spent years as a Management Consultant to small businesses and local governments.
Steve received his M.B.A. from the University of Wisconsin – Milwaukee, where he had previously received a B.A. in Mathematics, with a minor in Economics. He has extensive education and experience in financial planning that includes:
- Personal and Business Tax Planning
- Pension and Profit-Sharing Plans
- Personal Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning
- Risk Management
- Education Funding Planning
- Insurance Planning
- Business Planning
- Executive Compensation Planning
Steve is a native of Wisconsin, born on June 28, 1950, and has lived in Ponte Vedra Beach, Florida, since 1992 with Sarah, his wife of over 49 years. His hobbies include writing, reading, walking the dog, and spending time with his children and grandchildren. He is a member of the Financial Planning Association (FPA), as well as the National Association of Personal Financial Planners (NAPFA), the nation’s premier fee-only financial advisors’ organization.
What We Do
Independent, Fee-Only Financial Planning
Whether you are heading into the office or enjoying your retirement, you need confidence that your financial advisor is attending to your needs – tax, estate, insurance, college planning, and a carefully structured portfolio. We take care of all the details of your financial life, so the you can focus on living your life.
At Van Wie Financial, our goal is to help you achieve your goals and dreams through highly personalized, full-service financial planning and investment management. As independent, fee-only advisors, we sell no products, make no commissions, and work only for you – our client.
Family Owned & Focused
As a father-son team, we understand the importance of family. We get to know our clients and their families so that we can best serve them as the years go by and the circumstances of their lives evolve and change.
Our boutique service means we truly make ourselves available to our clients whenever it is convenient for them. We understand that life does not just happen between 9-5, and we are dedicated to being there when you need us.
We Answer the Questions You Didn’t Even Think to Ask
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We work closely with your legal and accounting professionals when needed. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.