Robert Simon
CFP®, AEP®, CAP®
River Capital Advisors, L.C.
Partner, Vice President
Robert Simon
CFP®, AEP®, CAP®
River Capital Advisors, L.C.
Partner, Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Simon, CFP®, AEP®, CAP®
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Robert Simon is a Jacksonville, FL fee-only financial planner. River Capital Advisors, L.C. provides comprehensive investment planning, cash flow planning and retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Simon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Do you know if your current investment strategy is effective to meet your needs and goals? Are you on track to retire? Who will inherit your assets when you pass away? As your personal CFO, we can provide you full financial planning and wealth management.
Robert Simon has been a financial advisor for over 10 years. He is a partner in River Captial Advsirsors. He works with clients to make sure that they can reach their goals in retirement and outside of it. He is involved in designing plans that maximize tax efficiency and helps clients provide the legacy that they desire. He is also involved in designing portfolios that can help reach the clients goals. Rob has been researching investments since high school. His parents included him in meetings with their financial advisors over the years. It was during these meetings that he came to understand that the advisors were not necessarily looking out for his family’s best interest. This is why he wanted to work for a fee-only advisor. Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), an Accredited Estate Planner® (AEP®), a Chartered Advisor In Philanthropy® (CAP®) and he holds a bachelor’s degree in finance from the University of North Carolina at Charlotte with honors in business. When away from the office, Rob enjoys spending time with his family, hiking, concerts and traveling.
Robert Simon 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.
Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, which means that we are legally bound to act in your best interest. We have no proprietary products and are not affiliated, in any way, with the investment managers or custodians that we may recommend to you.
River Capital Advisors, L.C. was founded in 1998 and is a subsidiary of Smoak, Davis & Nixon, LLP, one of the Southeast’s oldest and most respected CPA firms, since 1924. We are located in Jacksonville, FL. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives.
Our team of CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant professionals are dedicated to helping you achieve financial success. As a team we have over 50 years of experience in this industry. What does this mean to you? We know how to assist with complex planning situations and can advise on areas that other firms may not have dealt with previously. Our team of professionals have all passed rigorous exams that are specific to helping you reach your goals. We work as a team so as a client you will work with multiple professionals within the firm and gain from our collective experience.
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
- Charitable Giving
- Estate 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
- Hourly Planning Available
Professional Designations & Affiliations
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Robert Simon 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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Robert Simon 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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Robert Simon Holds the Chartered Advisor in Philanthropy® (CAP®) DesignationThe Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
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Robert Simon is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
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Robert Simon is an Accredited Estate Planner® (AEP®)Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Contact Robert Simon
Office Locations:
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5011 Gate Parkway Building 100
Suite 300
Jacksonville, FL 32256
