We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
At Emerald Coast Wealth Advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. To accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the best options available for their portfolios. We constantly consider changes in both the marketplace and in our clients’ needs, making necessary adjustments to help them realize their financial goals.
We are located on Emerald Coast Pkwy (Hwy 98) at the entrance of Kelly Plantation in Destin. Access our parking lot from Commons Drive on the north side of the building.Gleanings Report
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.