Financial Advisors in Jacksonville, FL


Phone: 904.733.1123
Fax: 904.733.9952
Toll-Free: 1.888.733.1102


8826 Goodby’s Executive Dr.
Suite B
Jacksonville, FL 32217

Financial Services Offered in Jacksonville, FL

At Merit Financial Advisors in Jacksonville, FL, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.

  • Asset Protection
    • Long Term Care Insurance
    • Hedging Concentrated Stock
    • Tax Managed Diversification
    • Umbrella Insurance
    • Use of LLC's
  • Estate Planning
    • Establishing Proper Documents
    • Wealth Transfer
    • Charitable Giving
    • Corporate Trustee Services
  • Family Conversations
    • Education
    • Living Expenses: Children and Parents
    • Assisting Parents and Relatives
  • Income Protection
    • Disability Insurance
    • Life Insurance
    • Annuities
    • Pension Optimization
  • Investment Strategy
    • Asset Allocation
    • Tactical Allocation
    • Asset Location
    • Tax-Efficient Investing
    • Taxable Savings Strategy
    • Cash Management
  • Retirement Planning
    • Financial Planning
    • Savings Strategy
    • Income Strategy
    • Health Care
    • Mortgage and Lending Services
    • Tax Planning

Our Team

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.