Advice-driven financial planning. Experience a future planned with precision.
Live comfortably.
Retire confidently.
Achieve your financial goals.
We understand the unique challenges facing Nocatee families. Our local financial advisors specialize in crafting personalized plans that empower you to secure your financial future.
Who is Palm Valley?
At Palm Valley Wealth Management, we’re dedicated to providing our clients with sound financial guidance. We believe financial planning should be collaborative, focusing on your unique goals and aspirations.
As a Certified Financial Planner (CFP) professional, our team has extensive experience crafting personalized financial strategies for individuals and families. Our team is passionate about empowering Jacksonville and Ponte Vedra residents to achieve financial security. We take the time to understand your complete financial picture and develop a plan that aligns with your values and long term goals.
Financial Planning for Mid-Career Physicians
Are you a Physician living in Nocatee with a household income exceeding $200,000? Do any of the following situations apply to you?
- Just graduated residency
- Have student loan debt
- Raising or starting a family
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Financial Planning for Couples Nearing Retirement
Do you and your spouse have $500,000 or more in investable assets? Are you within 2-5 years of retirement and facing concerns about:
- Maintaining a steady income stream in retirement
- Navigating potential tax implications
Work with a trusted advisor you can rely on
Gain
Clarity
Uncover a clear picture of your finances. We’ll help you understand your situation and set achievable goals.
Develop A
Strategy
Craft a personalized roadmap to reach your financial aspirations. We’ll work together to create a customized plan for success.
Invest with
Confidence
Experience peace of mind knowing our advisors invest alongside you. This ensures alignment and fosters transparency.
FAQs
We’re independent Registered Investment Advisors (RIA) at Palm Valley Wealth Management. This means we’re free from pushing specific products or strategies and can focus solely on what’s best for your unique situation. We’re also fiduciaries, legally obligated to prioritize your financial well-being- but that’s how we operate anyway! We serve physicians and attorneys locally in Nocatee, FL, and remotely across the U.S.A as we get started:
- We’ll have several initial meetings to get to know you and your goals.
- We’ll meet at least twice yearly to review your progress and adjust your plan.
- You’ll receive regular educational content, including weekly emails and podcasts.
Our mission is to empower you to live your best life financially. We do this by taking the pressure off financial planning and handling a wide range of services, including:
- Retirement Planning
- Investment Management
- Tax Planning Strategies throughout the year (not just tax season!)
- Estate Planning- Insurance Review- Cash Flow Management
- And everything else you need to feel confident about your financial future.
Absolutely! While your CPA excels at handling past-year tax filing, we focus on minimizing your tax burden over time.
We’ll analyze your tax return each year and identify potential tax-saving strategies. Remember, you (or your CPA) will still be responsible for filing your return.
Our minimum annual fee is $2,500. However, many clients opt to cover this fee directly from their investments through our tiered asset management fee structure:- 1% on the first $1 million managed- 0.75% on amounts between $1 million and $2 million- 0.50% on amounts exceeding $2 million. We are transparent— you won’t find any hidden fees or commissions here. Our tax and estate planning advice is included in our service.
| Assets Managed by PVWM | Planning Fee | Investment Management |
|---|---|---|
| $0-$250,000 | $2,500 | 1.00% |
| $250,000-$1,000,000 | Included | 1.00% |
| $1,000.000-$2,000,000 | Included | 0.75% |
| $2,000,000+ | Included | .05% |
Client Testimonials
Ron and Phyllis L.
Tessa M.
Amy P.
These testimonials were provided by current Palm Valley Wealth Management clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of reviews at Hunter’s Wealthtender profiles.
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