Gregg Munn
CFP®, CPA
Sax Wealth Advisors, LLC
Wealth Advisor
Gregg Munn
CFP®, CPA
Sax Wealth Advisors, LLC
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gregg Munn, CFP®, CPA
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Gregg Munn is a Jacksonville, FL fee-only financial planner. Sax Wealth Advisors, LLC provides comprehensive financial planning, tax planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gregg Munn is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Gregg Munn Jr. is a Portfolio Advisor for Sax Wealth Advisors – a fee-only, independent financial advisory firm with over $1 billion of assets under management. Gregg has extensive experience in financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, trust and estate planning and risk management with insurance planning.
Gregg is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant. He graduated with a double major in Finance and Accounting from Florida State University. Gregg subsequently obtained his Masters in Accounting at the University of North Florida, which allowed him to obtain his CPA designation in both Florida and New Jersey.
Ares of Expertise
- Advising Entrepreneurs
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Helping Clients Identify & Achieve Goals
- On-going Investment Management
- Tax Planning
Gregg Munn 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.
Sax Wealth Advisors, LLC is an independent registered investment advisor offering financial services built on trust, integrity and meaningful client relationships. As a wholly owned subsidiary of Sax LLP, a leading accounting, tax and advisory firm in the New York tri-state area, we provide a wide range of strategies and services to help you reach your financial goals at every stage of life. Unlike large-sized investment firms, Sax Wealth Advisors offers personal attention from a dedicated team of advisors. At the same time, our depth of expertise and resources allows us to offer big company services driven by our clients' unique objectives and expectations. Our smaller size enables us to have a larger focus on your overall financial goals - not simply the performance of your portfolio.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Gregg Munn is a NAPFA-Registered Financial AdvisorThe 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.
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Gregg Munn is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Gregg Munn is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Sax Wealth Advisors, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Sax Wealth Advisors, LLC is a Member of Buckingham Strategic PartnersWe know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds — to provide the personal experience to clients, supported by the broader resources of a larger firm. We believe this is the optimal path forward not just for us, but for all clients we serve.
Working with Buckingham Strategic Partners means a collaboration with an organization of industry experts, operations specialists and national thought leaders that helps our firm achieve more for our clients. By partnering with Buckingham, we have significantly more capabilities than many advisory firms that have large staff. We gain a team of professionals—advisors, investment analysts, operations experts and national thought leaders – all with the goal of enhancing the experience we’ve created for our clients.
Contact Gregg Munn
Office Locations:
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12724 Gran Bay Parkway
Suite 410
Jacksonville, FL 32258 -
100 Charles Ewing Boulevard
Suite 130
Ewing, NJ 08628 -
551 Madison Avenue
12th Floor
New York, NY 10022 -
389 Interpace Parkway
Floor 3
Parsippany, NJ 07054
