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.
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FF
Florida Financial Advisors✓ Verified
Financial PlanningJacksonville, FL
Financial Planning in Jacksonville, Florida offering financial planning, and advisory. Rated 5.0★ across 56 Google reviews.
SS
ShieldWolf Strongholds✓ Verified
Financial PlanningJacksonville, FL
Financial Planning in Jacksonville, Florida offering financial planning, and advisory. Rated 5.0★ across 34 Google reviews.
WR
Financial PlanningJacksonville, FL
Financial Planning in Jacksonville, Florida offering financial planning. Rated 4.7★ across 12 Google reviews.
AH
Financial PlanningJacksonville, FL
Financial Planning in Jacksonville, Florida offering financial planning. Rated 4.6★ across 18 Google reviews.
LF
Lincoln Financial Advisors Corp✓ Verified
Financial PlanningJacksonville, FL
Financial Planning in Jacksonville, Florida offering financial planning. Rated 1.3★ across 13 Google reviews.
Top financial planners in Jacksonville
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Florida Financial Advisors✓ | Financial Planning | ★ 5.0 | 56 |
| 2 | ShieldWolf Strongholds✓ | Financial Planning | ★ 5.0 | 34 |
| 3 | Wolf Retirement Navigation LLC✓ | Financial Planning | ★ 4.7 | 12 |
| 4 | Andreas Heinrich, CPCU®️ at Prudential Advisors✓ | Financial Planning | ★ 4.6 | 18 |
| 5 | BDO✓ | Financial Planning | ★ 2.6 | 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.