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Sound financial planning you can count on.
An organization is only as strong as its roots. For six generations, our families’ Florida roots have guided our approach to life and community service. As a financial partner to hundreds of families and organizations for more than 25 years, we understand what is most important to you.
We specialize in:
- Personalized financial, retirement and investment planning
- Individual Investment Accounts (including brokerage, IRA, Roth IRA, 529)
- Individual Insurance (including life, disability, long-term care)
- Group Retirement Plans (including 401(k), 403(b), and profit sharing plans
- Group Medical, Dental, Life, and Disability plans
Latest News & Information
That First Distribution from Your IRA What you need to know. Provided by Brower Financial Group When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these...read more
Weekly Economic Update In this week’s recap: coronavirus concerns ripple through global stock markets; the Fed makes a slight monetary policy adjustment; consumer confidence rises; the government makes its first estimate of fourth-quarter growth. Provided by Brower...read more
Measuring the Value of a Financial Advisor One study asserts that these relationships can make a difference for investors. Provided by Brower Financial Group What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the...read more
We believe in being a supportive and active part of our community.
TaxSlayer Bowl Committee
We proudly serve the TaxSlayer Bowl as a committee member. The committee supports local youth and other programs throughout the year.
Jacksonville Historical Society
We proudly support the Jacksonville Historical Society, and organization dedicated to preserving the history of northeast Florida and educating citizens about culture, architecture and history of the area.
Dream Coat Society
We support The Dream Coat Society, who provides funding to support patient care, teaching, research and advocacy.