Our team of financial advisors, including a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ practitioner want to help you enjoy a successful retirement.
First Coast Wealth Advisors is a team dedicated to helping successful families in St Augustine, Ponte Vedra and Jacksonville make smart decisions and avoid costly mistakes in the management of their wealth.
More from founder Jeff Helms:
My family has a long and proud Southern heritage. Like most Southern families, the patriarchs in my brood kept their finances and planning close to the vest. In essence, they planned in silence. It simply wasn’t a topic they discussed- especially with their children.
Like many others in their generation, they believed their planning would be adequate to take care of their loved ones. But they didn’t know what they didn’t know. They didn’t have a trusted resource to help them understand the complexities that often come with financial success, to help them integrate their investment planning, tax, wealth transfer and asset protection goals into a true plan.
I created First Coast Wealth Advisors to ensure that our family of clients and their heirs would always have a trusted advisor to help them make smart decisions and avoid costly mistakes in the stewardship of their wealth. Serving as a personal CFO for our clients is a genuine honor, and we are passionate about our mission – to help them live the lives they’ve imagined.