Financial Planners in Jacksonville, FL — 6 Firms (2026)
6 financial planners in Jacksonville, Florida meet our listing bar — a website plus a public review record. They average 3.87★ across 6 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Florida Financial Advisors at 5.0★ across 56 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Florida Financial Advisors
★★★★★★★★★★5.0(56 Google reviews)✓ Verified on Google
Financial Planning · 1 E Independent Dr #201, Jacksonville, FL 32202
Services: advisory
2.
ShieldWolf Strongholds
★★★★★★★★★★5.0(34 Google reviews)✓ Verified on Google
Financial Planning · 50 N Laura St Suite 2500, Jacksonville, FL 32202
Services: advisory
3.
Wolf Retirement Navigation LLC
★★★★★★★★★★4.7(12 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 4230 Pablo Professional Ct #101, Jacksonville, FL 32224
4.
Andreas Heinrich, CPCU®️ at Prudential Advisors
★★★★★★★★★★4.6(18 Google reviews)✓ Verified on Google
Financial Planning · 701 San Marco Blvd Suite 7100, Jacksonville, FL 32207
5.
BDO
★★★★★★★★★★2.6(5 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 1301 Riverplace Blvd #900, Jacksonville, FL 32207
Services: advisory
6.
Lincoln Financial Advisors Corp
★★★★★★★★★★1.3(13 Google reviews)✓ Verified on Google
Financial Planning · 1 E Independent Dr, Jacksonville, FL 32202
Top financial planners in Jacksonville
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Florida Financial Advisors | Financial Planning | 5.0 / 5 | 56 |
| 2 | ShieldWolf Strongholds | Financial Planning | 5.0 / 5 | 34 |
| 3 | Wolf Retirement Navigation LLC | Financial Planning | 4.7 / 5 | 12 |
| 4 | Andreas Heinrich, CPCU®️ at Prudential Advisors | Financial Planning | 4.6 / 5 | 18 |
| 5 | BDO | Financial Planning | 2.6 / 5 | 5 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.