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.
Meet Our Family
Our team members are more than advisors. They are partners in our clients’ success.
JEFF HELMS, CFA
As a financial advisor, Jeff Helms focuses in the areas of wealth preservation, tax mitigation, and estate planning for a limited number of successful families in Florida. He has achieved the designation of Charter Financial Analyst.
Jeff began his career as an institutional trader prior to becoming a financial advisor. At the age of 32, he was appointed President and CEO of The Advisors Group, a prestigious wealth management firm headquartered in Washington DC with more than $2 billion of client assets under management. In 2001, Jeff had the privilege of working with Bill Sharpe (the 1990 Nobel Prize winner) and his team to develop an innovative wealth management model.
Using his expertise as a financial advisor, Jeff has authored two books on the subject of wealth management: “What Great Investors Know”, and “Generation R: A Retirement Nation at Risk.” After relocating his family to Florida, Jeff used his depth and experience to develop a wealth management consulting firm focused on making a major difference in the lives of clients.
He currently serves as Chairman of the City of St Augustine Pension Board and is a member of the Northeast Florida Estate Planning Council, The Financial Planning Association, and the CFA Society of Jacksonville. Jeff is also a Certified Retirement Coach.