The Lighthouse Group takes a panoramic approach to organizing wealth. We start with questions that help solve problems, simplify decisions and create clarity for your future. With our partners’ diverse backgrounds and team approach, you benefit from complementary investing and banking skills distinct to our financial advisor group.
Category > Best of Jax
Wealth management is a term that means different things to different people. However, most agree that the word “management” is meant to be a positive—as in grow, protect, reduce risk, help me sleep at night. Jacksonville Magazine has partnered with the National Association of Board Certified Advisory Practices (NABCAP) to present a list of the region’s leading wealth managers. The list is published in its entirety in the August 2013 edition of 904 Magazine and the October 2013 edition of Jacksonville Magazine. Posted here are select profiles from the list.
As an independent fee-based financial advisor we have no products to sell or commissions to earn. Our motivation is to implement the best investment allocation for you and your family based on your financial objectives and risk tolerances, and we act exclusively in the best interests of our clients.
The Meinrod & Leeper philosophy is based on effective communication, understanding and trust. Customer service is an essential element in achieving each of these strategic objectives. We strive to build that rapport and trust by personalizing each client’s experience with our team of professionals.
The MGY Group is a collaborative partnership that brings together a diverse mix of personalities, skills and backgrounds with the sole purpose of delivering a comprehensive and unparalleled level of service and advice to its high net worth retail and institutional clientele.
Our mission is to meet the financial needs of each individual client while balancing the complex forces at work in the market and adapting intelligently as conditions change. We know that everyone’s financial situation is unique and as a result, we strive to thoroughly understand the concerns of our clients.
We are a comprehensive, holistic, fee-based investment planning practice that offers a wide range of financial services that cover all areas of portfolio management. We represent clients in 28 states where we specialize in developing cohesive financial strategies to fit their specific needs.
We provide professional services with the highest level of integrity. Our manner is one that is fair and reasonable to our clients and partners. We shall disclose any conflicts of interest in providing our services. We respect our client’s confidentiality.
Our ideal client is one who wants a customized investment and financial plan to address their unique financial goals and objectives. Our clients want solutions and work with RCA for long-term, not short-term results.
Now in its second decade, Ullmann Financial is a registered investment advisor helping individuals, families and companies achieve financial independence with confidence. We believe financial planning and investment management must be meticulously integrated.