St. Johns Asset Management

St. Johns Asset Management is an independent financial planning and investment advisory firm that works with physicians, business owners, executives, and individuals and families, including those nearing or in retirement. Services include retirement and wealth planning, investment management, tax-aware planning, estate and legacy planning, business owner succession planning, and family office services. The firm describes itself as a fiduciary, recommending strategies and products based on each client's needs rather than product quotas.

New clients can request a complimentary consultation through the firm's contact page, with a response typically within one business day. The firm has offices in Jacksonville, St. Augustine and Palatka, and works with clients across Northeast Florida and elsewhere in the country. The Jacksonville office is at San Jose Boulevard and is open weekdays during business hours.