Van Wie Financial
Van Wie Financial is a fee-only, family owned financial planning and asset management firm in Jacksonville Beach, Florida. Our specialities include Asset Allocation and Investment Management, Retirement Planning and Funding, and Tax and Estate Planning. We serve individuals and small business clients, including all ages and account sizes. We are Certified Financial Planners™ with decades of experience in the financial planning industry.
Using custodial services of TD Ameritrade, we manage assets for clients in retirement accounts, brokerage accounts, and various specialty accounts. We gladly accept fiduciary responsibility for all clients and all accounts. Clients have access to account information and transactions at all times. We meet with clients at least quarterly in the office or by telephone or Skype.
Van Wie Financial is a Florida-registered Investment Advisor. As a fee-only firm, we do not sell any products, nor do we accept any commissions or other forms of compensation. Our fee schedule is published in the firm's Form ADV, which is available on our website or at the FINRA website.
Steve and Adam co-host the Van Wie Financial Hour radio program every Saturday morning at 10:00 AM on WBOB, The Answer, FM101.1 and AM600 in the Jacksonville market, as well as online and through our weekly podcast. We maintain a blog on our website, www.vanwiefinancial.com, which is updated at least weekly with topics from the radio show, as well as with other current topics of interest.
We offer a no-cost, no-obligation consultation in our office for anyone wishing to discuss their needs and goals. Meetings, whether for potential or existing clients, can be scheduled through the website, or by calling the office at 904-685-1505.