EMPOWERING You to Live Your Life

Financial success means more than just building wealth. We want to understand what’s meaningful and important to you and your family. And we want to understand what keeps you awake at night too.

By truly understanding your hopes, dreams, and challenges, we can craft a personal financial plan that’s truly one-of-a-kind. Imagine a future where all of your goals and objectives are met – and where all your concerns are addressed. That’s the value of working with an advisor that truly understands your needs and creates customized solutions for each client.


Retirement Planning Services

A fiduciary financial advisor for individuals over age 50 planning for retirement.

Investment Advice

Looking For An Investment Plan To Achieve Your Goals?

Retirement Planning

Will You Run Out Of Money Before You Run Out Of Time?

Tax Planning

Are You Paying Too Much In Taxes?

Asset Protection

Are You Protected From Life’s Circumstances?

Legacy Planning

Are You Looking To Leave An Impression?


  • Investment Advice
  • Retirement Planning
  • Tax Planning
  • Asset Protection
  • Legacy Planning

Helping Families MAXIMIZE Their Wealth

To us, wealth management is more than just investments. It’s getting to know you personally and truly understanding your hopes and dreams. It’s developing a comprehensive financial plan that takes into consideration all of your goals and then taking steps that will lead to success for you and your family.

From growing your wealth, to making sure you don’t run out, to leaving a legacy, our consultative process is how we build lasting relationships with our clients. Together we discuss investment strategy, tax mitigation, asset protection, wealth transfer and charitable planning to help you make smart decisions and avoid costly mistakes.

Knowing How We’re Compensated Matters

At First Coast Wealth Advisors, we don’t work for a bank, brokerage or insurance company. Our only employer is our client.

We serve as a fiduciary for our clients, which means we have a legal and ethical duty to place the clients interests above our own in every recommendation we make.  Our independence from large Wall Street firms enables us to put our clients first in everything we do.

In the majority of circumstances, our client relationships are fee-based. This allows us to tailor each client relationship to bring maximum value for our services. When our clients succeed, we succeed.

Let's Have A Conversation


400 N Ponce de Leon Blvd
St. Augustine, FL 32084


(904) 824-4349



An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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