St Johns Asset Management

St. Johns Asset Management was established to provide independent, comprehensive financial advice and solutions tailored to the unique needs of physicians, business owners, and individuals approaching or in retirement. We believe in building enduring relationships with our clients based on trust, transparency, and a genuine commitment to their financial well-being. Our team of dedicated financial advisors prides itself on offering a fiduciary perspective, prioritizing your interests above all else.

Our Core Values

At the heart of our firm lies a deep-rooted commitment to a few fundamental principles. First and foremost, we believe in independence. As an independent firm, we are not beholden to any particular investment products or institutions. This allows us to objectively assess your financial situation and recommend the strategies that are truly in your best interest, regardless of any potential conflicts of interest.

We also believe in the power of transparency. We strive to clearly communicate our recommendations and the rationale behind them, ensuring that you fully understand the implications of every financial decision. We believe that knowledge is power, and we empower our clients by providing them with the information they need to make informed choices.

Our passion for client relationships is what sets us apart. We view our clients as partners in their financial journey and take the time to truly understand their goals, values, and concerns. We are committed to building long-lasting relationships based on trust, respect, and open communication.

Our Services

St. Johns Asset Management offers a comprehensive range of financial services designed to meet the diverse needs of our clients.

• Financial Planning: Our team will work with you to create a personalized financial plan that outlines your goals, risk tolerance, and time horizon. We'll develop a tailored strategy that encompasses all aspects of your financial life, including retirement planning, education savings, estate planning, and insurance.

• Investment Management: We provide personalized investment management services designed to help you grow and protect your wealth. Our investment philosophy is rooted in a long-term perspective and a disciplined approach to risk management. We believe in diversifying your portfolio across different asset classes to mitigate risk and maximize returns.
• Retirement Planning: Retirement planning is a critical aspect of financial security. Our team will help you develop a comprehensive retirement plan that takes into account your income, expenses, and desired lifestyle in retirement. We'll also help you navigate the complexities of retirement accounts and Social Security.

• Tax-Efficient Strategies: We understand the importance of minimizing taxes. Our team will develop tax-efficient strategies to help you maximize your after-tax returns.

Getting Started

We believe in building strong relationships with our clients based on trust and transparency. We understand that seeking financial advice can be a daunting task, so we offer a complimentary consultation to discuss your needs and see if we are a good fit. During this initial meeting, we will take the time to understand your financial goals, risk tolerance, and concerns. We will then develop a customized plan to help you achieve your financial objectives.