Adam Van Wie
Van Wie Financial
Financial Advisor, Chief Executive Officer
Fee-Only financial planner located in Jacksonville Beach, FL, serving clients locally and across the country
Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Prior to his financial advisory career, Adam worked for several Fortune 500 companies in a combination of finance, sales, consulting, and management jobs.
Adam received his undergraduate degree in Mechanical Engineering from Tulane University with a minor in Business Administration, and his MBA from Emory University. He is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Planners (NAPFA). In addition, Adam sits on the board of directors of the Financial Planning Association of Northeast Florida.
Adam is a native of Wisconsin, and moved to Florida in 1992 with his family. He has a wife, Jessica, and two young children, and currently lives in Jacksonville Beach. Outside of work, you will frequently find Adam surfing, coaching his childrens soccer teams, and enjoying the outdoors in beautiful Northeast Florida.
Adam Van Wie is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
INDEPENDENT, FEE-ONLY FINANCIAL PLANNING
Whether you are heading into the office or enjoying your retirement, you need confidence that your financial advisor is attending to your needs - tax, estate, insurance, college planning, and a carefully structured portfolio. We take care of all the details of your financial life, so the you can focus on livingyour life.
At Van Wie Financial, our goal is to help you achieve your goals and dreams through highly personalized, full-service financial planning and investment management. As independent, fee-only advisors, we sell no products, make no commissions, and work only for you - our client.
FAMILY OWNED & FAMILY FOCUSED
As a father-son team, we understand the importance of family. We get to know our clients and their families so that we can best serve them as the years go by and the circumstances of their lives evolve and change.
Our boutique service means we truly make ourselves available to our clients whenever it is convenient for them. We understand that life does not just happen between 9-5, and we are dedicated to being there when you need us.
WE ANSWER THE QUESTIONS YOU DIDN’T EVEN THINK TO ASK
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 work closely with your legal and accounting professionals when needed. 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Adam Van Wie is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Adam Van Wie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Adam Van Wie is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Adam Van Wie is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Adam Van Wie
1538 the Greens Way
Jacksonville Beach, FL 32250