Financial Advisor Services in Jacksonville, FL

Burns Estate Planning & Wealth Advisors serves individuals and families across the Jacksonville area who want thoughtful guidance and greater confidence in their financial decisions. As one of Florida’s largest and most diverse cities, Jacksonville is home to professionals, business owners, military families, and retirees, each with unique planning needs. Our team works closely with clients to build financial strategies that support long-term goals while fitting the rhythms of life along the First Coast, from career transitions to retirement and beyond.

With decades of experience in estate planning, retirement planning, and comprehensive wealth management, our financial advisors take a personalized and collaborative approach. We begin by understanding your priorities, family dynamics, and long-term vision, then design strategies tailored to your situation. From creating reliable retirement income and managing investments to coordinating estate plans that protect assets and support legacy goals, we help clients make informed decisions with clarity and purpose. Our focus remains on practical, adaptable planning that evolves as life changes.

As a trusted financial advisory firm in the Jacksonville community, Burns Estate Planning & Wealth Advisors is committed to building long-term relationships rooted in transparency and care. We serve as steady partners through life’s milestones, helping clients feel prepared for the future and confident today. Whether you are planning for retirement, managing growing wealth, or refining your estate strategy, our Jacksonville team is here to provide dependable guidance and ongoing support.

Financial Advisors Serving Jacksonville

George Pikounis, CEP®

FINANCIAL ADVISOR

Tim Dahlberg, MBA

FINANCIAL ADVISOR

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Frequently Asked Questions About Financial Advisors in Jacksonville, FL

What does a financial advisor in Jacksonville, FL do?
A financial advisor in Jacksonville helps individuals, families, and business owners plan for their financial future. This typically includes financial planning, investment management, retirement planning, and guidance on long-term financial decisions based on personal goals and circumstances.

Is Burns Estate Planning & Wealth Advisors a fiduciary?
Yes. Burns Estate Planning & Wealth Advisors is a registered investment advisory firm and operates as a fiduciary. This means our financial advisors are legally required to act in the best interests of their clients at all times.

Who should work with a financial advisor in Jacksonville, FL?
People at many stages of life can benefit from working with a financial advisor in Jacksonville, including individuals planning for retirement, families managing long-term financial goals, business owners, and those seeking professional guidance for complex financial decisions.

What services does Burns Estate Planning & Wealth Advisors offer in Jacksonville, FL?
Burns Estate Planning & Wealth Advisors provides comprehensive financial planning and wealth management services in Jacksonville, including retirement planning, investment management, tax-aware planning strategies, and estate planning coordination.

How do I choose a financial advisor in Jacksonville, FL?
When choosing a financial advisor in Jacksonville, it’s important to look for fiduciary responsibility, transparent fee structures, relevant experience, and a planning approach that aligns with your goals. Working with an advisor who understands the local community and regional considerations can also be valuable.

Where is Burns Estate Planning & Wealth Advisors located in Jacksonville, FL?
Burns Estate Planning & Wealth Advisors has an office in Jacksonville, FL serving clients throughout the surrounding area and region. Our advisors work with clients locally while offering the resources of a national advisory firm.