Inlet Beach, FL Office

Jeppson Wealth Management, LLC provides discretionary investment management, wealth management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. As of December 31, 2025 the firm reported managing approximately $763,237,260 for about 994 accounts, all managed on a discretionary basis and administered through its wrap fee program.

The firm tailors portfolios to clients’ risk tolerances and objectives, allocating among individual equities, fixed income, mutual funds and ETFs, and employs both fundamental and technical analysis in security selection. Jeppson Wealth also advises on held-away assets such as variable annuities and life insurance, may engage independent managers to run portions of client assets, and conducts ongoing monitoring of those managers.

Jeppson acts as the sponsor and manager of the Jeppson Wealth Management Wrap Program, an arrangement in which the firm absorbs transactional, custodial and certain manager fees — a structure that is relatively uncommon among similar team firms. The firm maintains a platform relationship with tru Independence (Sanctuary Wealth) and typically recommends Schwab for custody and execution, providing technology and support benefits to the firm (a potential conflict the firm discloses), and delegates proxy voting responsibility to clients rather than voting proxies on their behalf.