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North Florida Wealth Advisors, financial planning, IRA, ROTH, 401k, taxes

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North Florida Wealth Advisors, financial planning, IRA, ROTH, 401k, taxes

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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Contact Us

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Contact Us

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Contact Us

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Contact Us

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Contact Us

 

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Why North Florida Wealth Advisors

With a team of CERTIFIED FINANCIAL PLANNERS™ we understand the importance of helping make the best financial decisions for you and your family. We provide for you our expertise, experience and judgement regarding your financial future. Since 1985, we have offered a wide array of services.

 

Are you saving enough? See for yourself here.

 

 

What is your risk number? Find out here.
 

Deep, Experienced Team

We have several advisors with over 35 years of experience and continue to add new people to the firm with a fresh outlook. Meet the team here.

 

Our Services

As independent financial advisors we can do anything that is required to help you get to and through retirement. From forming a rock solid financial plan with you to creating a balanced portfolio that works to accomplish your goals, we’ll be here for whatever you need.

 

The Process

Identify your goals and objectives; get organized with your own personal financial website, find out how to get you where you want to go. Once the plan is implemented you can track your progress as we go along. Watch the video below for more on our process and how it helps people succeed.

 
 
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Christopher Conner

CFP®

Managing Director

Book a Meeting with Christopher

During my 30 year career in...

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Charles "Al" Cockrell

CFP®

Book a Meeting with Al 

Entrusting me with the opportunity...

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Terri Skiles

Office Manager

My background in running a small business has taught me that where there’s a will there will always be a way, so far that has served me well...

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Kristopher Cotton

Book a Meeting with Kristopher

Starting with the team in the...

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Our Services

North Florida Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

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Financial Planning

When you create a financial plan with us, it is not carved in stone! Because our clients goals change over time, we review your plan with you and make changes as needed.

 

Retirement Planning

Financial independence means many things. It is a state of mind, as well as a balance sheet.

 

Portfolio Management

Your investment choices must be made with an understanding of how your goals, income, assets, and tax status integrate with your portfolio.

 

Employer Retirement Plans

We can assist business owners in planning for business continuity (buy/sell and stock purchases agreement).

 

Life Insurance & Disability Income Planning

It is important to us that you have insurance to reduce the likelihood of major financial losses from disability, nursing home costs, large medical expenses and loss or destruction of your property.

 

University of Florida Retirement Plans

The University of Florida has many great options to choose from when it’s time to pick a retirement plan.

 

Long Term Care Planning

When we review your long term care plan, we try to calculate how much of the cost you can pay out of pocket without it negatively affecting your spouse or beneficiaries.

 

Education Funding

Planning on Sending a Child to College? You probably started thinking about financial planning for college when your child was very young.

Additional info

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Contact info

  •   2727 NW, 43rd Street, Suite 1, Gainesville, FL 32606
  •   352-225-3132
  •   chris@nfwealthadvisors.com

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Securities offered through J.W. Cole Financial, Inc.  Member FINRA/SIPC.  Advisory Services offered through J.W. Cole Advisors, Inc.  North Florida Wealth Advisors is not affiliated with J.W. Cole Financial, Inc or J.W. Cole Advisors, Inc.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with North Florida Wealth Advisors are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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