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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
Agreeing about what you want from retirement is crucial. Provided by Brower Financial Group What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security...
In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its tight monetary posture due to ongoing inflation. Monthly Economic Update Presented by Brower Financial Group, March 2023 U.S. Markets Stock prices stumbled in February owing to...
In this month’s recap: Investors were in a buying mood thanks to moderating inflation, a better-than-feared earnings season, and healthy economic data. Monthly Economic Update Presented by Brower Financial Group, February 2023 U.S. Markets Stocks rallied in January as...
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.