Steven  Van Wie

Steven Van Wie

| CFP®

Van Wie Financial

(904) 685-1505

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Fee-Only Financial Planner serving the Jacksonville Beach, FL area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

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1538 the Greens Way
Ste 105
Jacksonville Beach, FL

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Steven Van Wie is a Jacksonville Beach, FL Fee-Only Financial Planner serving Jacksonville Beach and all surrounding areas. Van Wie Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steven Van Wie is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Steven H. Van Wie has been a Certified Financial Planner® since 2001.  He is the founder and President of Van Wie Financial, as well as a NAPFA-Registered Financial Advisor.  He offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Steve, along with his son Adam Van Wie are the hosts of the Van Wie Financial Hour, a weekly call-in radio show that airs live every Saturday morning at 10 AM on WBOB NewsTalk Radio, FM 101.1 and AM600.  The station is available in the Northeast FL and Southeast GA markets, or on Tune In Radio.

Prior to his financial advisory career, Steve was the owner and CEO of several manufacturing concerns.  He has also been employed as a computer programmer, and spent years as a Management Consultant to small businesses and local governments.

Steve received his M.B.A. from the University of Wisconsin – Milwaukee, where he had previously received a B.A. in Mathematics, with a minor in Economics.  Steve is a Certified Mutual Fund Specialist (CFS®), and was a Registered Professional Engineer (PE) in the State of Wisconsin.  

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Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

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