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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
Are My Taxes Going to Change? Wise investors take the “big picture” view. Provided by Brower Financial Group Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget...
Investors ending their fiscal year can lead to some market weakness. Provided by Brower Financial Group The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August,...
You've got plenty of choices these days. Provided by Brower Financial Group Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can...
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.