Adam Van Wie (CFP®, MBA)

Adam Van Wie focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management

Planning Specialties

At Van Wie Financial, we specialize in retirement planning for individuals and couples who are concerned about making their money last when they finish working. Whether you are doing early planning for retirement or are near retirement, it isn't too late to start your retirement plan. Our clients generally don't have tens of millions of dollars.  More likely they fit the profile of the millionaire next door. Hardworking, successful, family-oriented, conservative, and honest are adjectives that most of our clients would use to describe themselves. If this sounds like you, then you might be a fit for our firm. 

Additional Information

Adam D. Van Wie is a Certified Financial Planner® and the co-host of the Van Wie Financial Hour on Jacksonville’s Newstalk 101.1 FM and 600 AM, WBOB. Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Prior to his financial advisory career, Adam worked for several Fortune 500 companies in a combination of finance, sales, consulting, and management jobs.

Adam received his undergraduate degree in Mechanical Engineering from Tulane University with a minor in Business Administration, and his MBA from Emory University.  Adam sits on the board of directors of the Financial Planning Association of Northeast Florida.

Adam is a native of Wisconsin, and moved to Florida in 1992 with his family.  He has a wife, Jessica, and two young children, and currently lives in Jacksonville Beach.  Outside of work, you will frequently find Adam surfing, shuttling his kids to soccer practice, and enjoying the outdoors in beautiful Northeast Florida.

NAPFA Start Date

January 22, 2016

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This Office

1538 the Greens Way Ste 105 Jacksonville Beach, FL 32250-1400 Phone: (904) 685-1505