Why You Should Choose A Certified Financial Planner™
Professional

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Talk with a Certified Financial Planner™

Professional.  Unbiased.  No Hidden Agendas.

...and no cost or obligation. That's right. You can chat with an independent Certified Financial Planner™ professional about your finances without paying a steep hourly fee or getting lured into a financial product sales pitch. 
Our intital consultation with you is 100% FREE.

Whatever concerns you may have about your personal or business finances, give us a call. If you need help with a specific financial issue or want a second opinion on your current plan, investments, insurance, etc., we can help -- without the sales hype or pressure tactics. 

Call our office at 904-491-1889 or Contact Us to schedule a casual, no obligation chat with a Certified Financial Planner™ professional.  An in-person visit to our offic is best, but if you prefer to chat over the telephone first, that's okay too. 

A1A Wealth Management is an independent financial planning & small business consulting firm located in Fernandina Beach, Florida (Jacksonville metro area).

We provide personalized financial advice and investment management for a select number of individuals, families, and business owners, helping them protect their wealth and simplify their finances so they can spend more time doing what they love and less time worrying about financial details.

If your current financial advisor doesn't seem to look beyond your next investment or insurance purchase, contact us for a complimentary second opinion.  We take our fiduciary responsibilities seriously, and our firm is committed to providing unbiased advice and prudent, financial strategies that place client needs ahead of our own. When looking for a financial planner in Fernandina Beach or the Jacksonville area, think of us first. All of our work is conducted or supervised by a Certified Financial Planner™ professional.  

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How well are your finances positioned to weather the next Market Drop or Life-Changing Event?

Recent history reminds us that financial markets can undergo severe changes. Inflation, market swings, taxes and life events all can place significant amounts of stress on both you and your portfolio. 

Contact us to request a complimentary Personal Financial Stress Test. This customized analysis will help you see how to structure your financial picture to feel more confident about your financial strategy and sleep better at night, regardless of which way the financial markets move. 
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