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Capital Analysts Of Jacksonville

904-730-7433
[email protected]



Capital Analysts of Jacksonville is a locally owned, independent full-service fee based financial planning, wealth management and employee benefits firm. Our team uses their extensive professional knowledge to design, implement and monitor customized plans for clients who value a high level of personal service and a long-term relationship. We serve a wide range of clients, including individuals, corporations, owners of closely-held businesses, executives, self-employed professionals, and families of exceptional wealth.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Today’s economic environment brings challenges, but also opportunities and potential rewards. Together with you, our advisors evaluate those opportunities and help position you to benefit from changing conditions. Our advisors' goal is to help you get your financial house on a solid foundation for the future.

As you scroll through our website, if you see something that prompts a question, please complete our question form, send us an email or call our office. We look forward to meeting you.


  Meet our Team