Located in Fernandina Beach, Florida (Jacksonville metro area), A1A Wealth Management is a small business consulting and an independent financial planning firm .
We offer personalized investment management and financial advice for a few individuals, families and business owners, helping them perpetuate, preserve, and protect their wealth by consolidating their finances, so they can spend less time constrained by financial details and more time doing what they love.
As certified financial planner practitioners, our firm is dedicated to giving prudent, financial strategies and unbiased advice that place the client's needs ahead of our own. To minimize the inherent conflicts of interest that may arise from commission-only transactions, our comprehensive planning approach offers fee-only or fee-based advice whenever appropriate and practical for our clients.
Our services include: comprehensive financial planning, investment management, small-business financing and consulting, risk management, estate planning, and more.