Seeking a financial advisor Florida locals turn to for guidance? Camarda Wealth Advisory Group has you covered with a range of exceptional services that meet your financial planning needs. Led by PhD-level professionals, Camarda provides proactive portfolio management and comprehensive wealth services branded as Total Wealth Careâ„¢. Our nationally recognized expertise is built on a foundation of being fee-only fiduciaries, ensuring that your best interests are always our top priority.
Camarda’s reputation in Florida is bolstered by its deep credentials and industry experience. Our team includes Certified Financial Plannersâ„¢ and delivers tailored investment management and financial planning services to meet diverse client goals. Whether you’re looking for fiduciary wealth management Florida help or a financial advisor experienced in the nuances of the local market, Camarda Wealth Advisory Group stands out as a leader in the field.
As a client, you can expect a high level of trust and personalized attention. Camarda’s commitment to professionalism and fiduciary duty sets them apart, ensuring your financial future is managed with integrity and expertise. This combination of attributes makes Camarda a good choice for anyone seeking comprehensive Florida wealth management and financial planners in Florida.
How To Find A True Florida Fiduciary
A true fiduciary always acts in your best interest. They must minimize conflicts of interest and disclose any that exist.
A fee-only fiduciary avoids commissions and earns income solely from client fees. This ensures impartial advice.
Look for a Florida CERTIFIED FINANCIAL PLANNERâ„¢ designation, as these professionals adhere to stringent fiduciary standards.
Things to Watch Out For
Beware of advisors who earn commissions from selling financial products. These potential conflicts of interest may affect the advice you receive.
Check for SEC registration and any disciplinary actions on record. Reliable fiduciaries maintain clear and transparent backgrounds.
Differentiating Camarda Wealth from Other Fiduciaries in Florida
Camarda Wealth stands out by strictly adhering to the fiduciary standard. Unlike some “fiduciaries” who mix fee-based and commission income, Camarda is fee-only.
We provide a range of services, including investment advice, retirement planning, estate planning, and tax planning.
Costs at Camarda Wealth involve a fixed fee, ensuring transparency. By avoiding commissions, we focus solely on your financial well-being.
A true Florida fiduciary prioritizes your interests, remains fee-only, and holds relevant certifications. Conduct thorough research and verify their credentials with the SEC. Paying attention to these qualities will help you find a trustworthy financial advisor in Florida.
Awards & Recognitions
Camarda Wealth has consistently been recognized among the best financial advisors in Florida. With a sustained commitment to exceptional services and customer satisfaction, we have earned many awards and recognition year after year.
Our dedication goes beyond standard financial advising, making sure that every client’s needs are meticulously met.
Recent Awards
- Ranked Top Financial Advisors by Forbes- Forbes Media LLC and Shook Research LLC recognized Camarda most recently on April 3, 2024
- Ranked Top Financial Advisors by Barron’s – Barron’s, a Dow Jones Company, recognized Camarda most recently on March 14, 2020
- Ranked Top Advisor by Financial Advisor Magazine – Financial Advisor Magazine recognized Camarda most recently on July 14, 2023
*Camarda did not pay for any of these rankings. Get in touch with some of the best financial advisors in Florida today.
Florida Cities We Serve
Atlantic Beach, FL
Jacksonville Beach, FL
Neptune Beach, FL
Ponte Vedra, FL
St. Augustine, FL
And more!
Comprehensive Wealth Services From Fiduciary Financial Advisors Florida Locals Trust
When you seek fiduciary financial advisors in Florida, you find a broad range of services aimed at securing your financial well-being. These advisors offer comprehensive wealth management that caters to diverse financial needs.
Key services include:
- Investment Management: Carefully creating and managing your investment portfolio by diversifying asset classes such as equities, mutual funds, and exchange-traded funds to minimize risk.
- Retirement Planning: Develop strategies to ensure you have a comfortable retirement through personalized savings plans, 401(k) rollovers, and retirement income projections.
- Financial Planning: Crafting detailed financial plans aligned with your long-term financial goals, including budgeting, debt reduction, and cash flow management.
- Estate Planning & Trusts: Structuring estate plans and establishing trusts to preserve wealth across generations while simplifying the transfer of assets.
- Asset Protection: Safeguarding your assets from potential risks through financial products and other protective measures to ensure that your wealth remains intact.
- Strategic Tax Planning: Implementing tax-efficient investment strategies and planning to minimize your tax liability and enhance your overall financial health.
- Business Owner Planning & Liquidity Guidance: Offering specialized advice for business owners, including succession planning, liquidity events, and maximizing the value of your business.
- Comprehensive Wealth Management: A proactive portfolio management service, our advisors can help you find the right strategy to grow your wealth.
Our expertise spans various sectors, helping you navigate complex financial landscapes.
Schedule Your Free, NO-Hassle Discovery Call
Booking a complimentary consultation with a financial advisor in Florida can uncover ways to enhance your financial plans. A local specialist can offer guidance on securities, insurance, and annuity products tailored to your requirements.
In this session, you’ll review your current financial situation, objectives, and concerns. Advisors at Camarda Wealth provide customized advice on risk management and brokerage services. This risk-free conversation aims to help you gain confidence in your financial future.
To arrange your free consultation today, reach out to Camarda Wealth Advisory Group. Our fiduciary financial planners in Florida are ready to assist you in making informed financial decisions and demonstrate how their expertise can improve your wealth management Florida-based strategy.
Florida Stats
Gross Domestic Product (GDP)
Median Net Worth
Economy Ranking
Fiscal Stability
Top 1% Income
Why These Stats Matter
- Fee Structure: Knowing the economic landscape helps in choosing the right fee structure, whether it’s based on a percentage of assets, flat fee, or commissions.
- Cost Efficiency: Understanding fiscal stability and median net worth can guide advisors in offering cost-efficient solutions for cash flow planning and insurance products.
- High Net Worth Needs: For those in the top 1%, specialized services like Florida fiduciary wealth management ensure tailored advice suited to complex financial portfolios.
Get Started Today: Contact Our Fee-Only Financial Advisors in Florida
Working with a fee-only fiduciary ensures that your financial advisor acts in your best interest. Unlike commission-based advisors, fee-only fiduciaries do not earn commissions from selling insurance products or investments. This transparency in the fee structure helps you avoid conflicts of interest and receive unbiased advice tailored to your needs.
Our advisors offer comprehensive financial planning services including tax planning, investing strategies, and cash flow planning. Whether you’re a high-net-worth individual or someone starting to plan your financial future, these services are designed to optimize your financial situation.
Key Benefits of a Fee-Only Fiduciary:
- Unbiased Advice: No commissions mean no sales pressure.
- Cost Efficiency: Clear, upfront costs rather than hidden fees.
- Holistic Planning: From taxes to insurance, all aspects of your financial life are covered.
- Long-Term Focus: Strategies aimed at securing your financial future.
For trusted, transparent, and comprehensive financial advice, contact Camarda Wealth Advisory Group today. They are one of the most reputable wealth management companies in Florida. Reach us at:
Camarda Wealth Advisory Group
- Phone: (904) 278-1177
- Address: 4371 US Highway 17, Suite 201, Fleming Island, FL 32003
Take the first step towards securing your financial future. Get in touch with Camarda Wealth Management today.