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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
In this month’s recap: Stocks dropped as escalating tensions in Eastern Europe upended the market. Monthly Economic Update Presented by Brower Financial Group, March 2022 U.S. Markets Escalating tensions in Eastern Europe upended markets in February, sending stocks...
Protect your family assets for future generations. Provided by Brower Financial Group All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often,...
In this month’s recap: Stocks fell as rising bond yields, elevated inflation, and a hawkish-sounding Fed took turns rattling investor confidence. Monthly Economic Update Presented by Brower Financial Group, February 2022 U.S. Markets Rising yields, elevated inflation,...
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.