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Your Goals. Our Passion.

Helping Jacksonville families navigate a fulfilling retirement.

As Featured In

Florida's Business Authority

Jacksonville Business Journal

Working Together

Every client and potential client has a unique financial and personal situation.

At River City Wealth Management, it is our mission to partner with each client and advocate for transforming their financial goals into reality.

Our Solutions

No matter where you are in your retirement journey, we can help you prepare for the next stage through holistic financial planning

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Our Process

While many Americans find the prospect of financial planning scary, it doesn't have to be. We believe our process is simple yet robust. We partner with you to build and monitor a plan to help put you on a path to achieving your financial goals.

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Our Commitments

Trust comes from delivering, every day, our promises to you. In keeping with our mission, we strive to maintain our core values with every client, every interaction.

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Who We Are

Our Mission

Our Mission has one primary purpose: to help you transform your goals into reality. It's through this we earn your trust. Your Goals. Our Passion.

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Our Team

With over 35 years' experience in helping clients navigate retirement, we've seen all types of financial markets, economic cycles, and financial pictures. Let our experience help guide your retirement.

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Our Fee Only Approach

At River City Wealth Management we are proud to operate as fiduciaries and conduct business as fee only advisors. Find out what that means for you.

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Want to learn more about how we can help?

Our Solutions

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