Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
We work closely with you to create and manage a fully-integrated financial plan that encompasses tax planning, investments, insurance, company benefits, charitable giving, and estate planning.
Our comprehensive financial management extends to businesses, institutions, and nonprofit organizations. We provide modern retirement plan designs, executive financial counseling and financial wellness coaching to help you mitigate fiduciary risk, increase talent retention, and enhance the financial well-being of your workforce.
We have in-depth knowledge of traditional and specialty investments, including private equity, alternatives and socially responsible investments. Our breadth of expertise affords more flexibility in building goal-centric portfolios and retirement plan investment lineups.
3625 Hendricks Avenue
Jacksonville, Florida 32207
We're comprised of:
Joshua Berdet, CFP®
Steve Kurosko, CSRIC®
Partner & Market Leader
Ty Parrish, CIMA®
Partner & Practice Leader
Dan Timotic, CFA
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Curious about learning more? Let’s talk.