A complete list of active advisors currently associated with Ponte Vedra Wealth

Warmer can help you find a great advisor at Ponte Vedra Wealth or one who fits your needs even better.

Ponte Vedra Wealth serves individuals, businesses, defined contribution retirement plans, trusts, and estates, managing roughly $74 million for about 133 clients through a two-advisor team. The firm provides portfolio management and financial planning alongside pension consulting for 401(k)-style plans and offers tax compliance, tax planning, bookkeeping, and other business accounting services. The firm generally manages client portfolios on a discretionary basis, investing primarily in stocks, ETFs, bonds and mutual funds, and applying fundamental and technical analysis, periodic rebalancing, and tax-aware selection of low-cost funds. It also advises plan sponsors on retirement plan investment menus and may act as a non-discretionary ERISA §3(21) fiduciary for plan advice; for held-away accounts it uses a third‑party platform to review and recommend strategic allocation changes. Ponte Vedra Wealth is distinctive in combining a registered investment adviser with a CPA practice—about 60% of its business is focused on accounting and tax services and the brochure discloses affiliated tax professionals and related conflict-of-interest considerations, a structure that is uncommon among peers. The firm has also expanded into digital-asset services and discloses specific digital-asset risks and controls, noting an advisor credential in blockchain and digital assets, which is an atypical capability for firms of this size.

To learn more about the advisors currently working at Ponte Vedra Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.