Financial Advisor Jacksonville FL

Since 1993, Camarda Wealth has served the Jacksonville, FL community with independent financial advice, investment management, retirement, estate planning, asset protection, 401(k) rollovers, financial planning, real estate and business advice designed to help families get wealthier with less tax and risk. We are dedicated, full time fiduciaries, specializing in high net worth individuals. As an SEC registered investment advisor, we offer CFA®-grade fee-only investment advisory services, including portfolio management. Beyond objective and transparent investment guidance, our wealth management group has deep experience in other core wealth needs successful individuals and families pursue, including advanced estate, tax, asset protection, and will and trust planning.

We are proud of our dedication to advanced training and education. Lead advisor Jeff Camarda holds both a Masters and PhD in financial and retirement planning, the CFA® investments expert credential, and is a tax expert EA admitted to represent clients before IRS like CPAs and tax attorneys. Jeff has also completed the CFP®, ChFC®, CLU®, CFS® and BCM™ professional designation programs, and is an award-winning academic researcher specializing in advisor training, professionalism, ethics and misconduct, including certified financial planners and other financial professionals and practitioners.

We are also proud to have been repeatedly noted in the Wall Street Journal, Barron’s, Forbes and others, to have earned an A+ rating with the Better Business Bureau since they began tracking us many years ago, and to have been noted in the national and Jacksonville media for decades.

Camarda’s financial services firm believes deeply in giving back to the community and forging long term relationships. We have contributed meaningfully with our time and wealth, and are proud to have founded Junior Achievement of Clay County, supported the regional Boy Scouts Council as donor, board member, and as local unit adult leaders, and many other worthy causes. Please see our “Camarda Cares” page for more detail.