Our Firm

At Family Wealth Advisors,  we help our clients determine and attain their financial goals for their current lifestyle, retirement years, and their legacy. Throughout our process we strive to help you reach new heights in your planning, raising your expectations, and dream big dreams by…Thinking Beyond.  Read More

Client Resources

We believe that your interests are best served when you are educated on key topics. We are committed to keeping our clients informed and up-to-date on relevant developments, and we encourage you to expand your knowledge by taking advantage of the information we have provided. Read More

Contact Us

At Family Wealth Advisors, we are determined to provide our clients with exceptional personal service. We are committed to placing your interests first while striving to provide prompt responses to your questions and needs. Read More

Our Team

Whether you are looking for professional asset management or cutting edge creativity in your financial and retirement planning, your search is over.  Our advisors know how to simplify complex concepts and are determined to work with you one-on-one to achieve your goals. Read More

“Our advisors share in common the desire to help our clients create and maintain sustainable wealth and income so they can focus on the more important things in life…Love, Laughter, and Legacy.”

Love

One of the basic joys in life is caring for and spending time with those we love. We are dedicated to helping our clients fulfill their basic desire to care for their loved ones. Our goal is to help you create a life of abundance and joy that you can share with those you care about.

Laughter

“You forget how rich life is until you have time to enjoy it.” Having your financial affairs in order frees you to enjoy the activities and people in your life you care most about – whether that involves taking a Disney Cruise with your grandkids or gardening in your backyard. We help our clients develop a plan to support the lifestyle and goals they desire.

Legacy

Your legacy is important to you and your loved ones, and taking the right precautions now can reap big rewards later. We help our clients maximize wealth transfer and also make the process as simple and straightforward as possible for their loved ones.

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.   Investment Advisory Services and Financial Planning offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Cambridge and Family Wealth Advisors are not affiliated. 

This communication is strictly intended for the individuals residing in the sates of  FL, GA, IL, LA, ME, MD, MS, NJ, NM, NY, NC, ND, NV, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

1400 Prudential Drive, Suite 4
Jacksonville, FL 32207
Ph: 904-379-3386
Fax: 904-309-9062

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1027 South 8th Street
Fernandina Beach, FL 32034
Ph: 904-432-8062
Fax: 904-432-8636

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Family Wealth Advisors