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Financial Advisors in Ponte Vedra, FL

How to choose a financial advisor in Ponte Vedra

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Reid Winder

Financial Advisor

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Ponte Vedra, FL

ProfileNo contact yet

Kim Mortensen

Financial Advisor

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Ponte Vedra, FL

ProfileNo contact yet

Christy King

Financial Advisor

VESTIA PERSONAL WEALTH ADVISORS

Ponte Vedra, FL

ProfileNo contact yet

Karen Kiley

Financial Advisor

Empower Financial Services, Inc.

Ponte Vedra, FL

ProfileNo contact yet

Joshua Smith

Financial Advisor

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Ponte Vedra, FL

ProfileNo contact yet
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