Skyview Financial Group is a fee-only, independent Registered Investment Advisor headquartered in Ponte Vedra Beach, Florida. We craft customized financial plans for high-net-worth individuals, business owners, and corporate executives — and we serve as a fiduciary, every day, for every client.
Skyview Financial Group is a fee-only, independent investment advisory firm — which means we are not forced by any parent company to use proprietary products or to steer clients into investments because they happen to be more profitable for the firm. We craft customized investment portfolios and financial plans based only on the needs of the client.
We do not utilize cookie-cutter, one-size-fits-all packaged investment portfolios or products. Our process is one of personalization, tailored specifically for you. In our capacity as a fiduciary, we always have your best interest at heart and fully disclose our compensation.
While our offices are in Ponte Vedra Beach, Florida and Morristown, New Jersey, we serve clients throughout the country. Our focus is comprehensive wealth management — coordinating investments, planning, taxes, retirement, and equity compensation as a single integrated practice.
Our practice is structured around a small set of non-negotiable commitments. They are how we earn — and keep — the trust of the families and professionals we serve.
As a Registered Investment Advisor, we are legally required to act in our clients' best interests at all times. That standard does not turn on or off — it governs every recommendation we make.
We are paid by our clients, and only our clients. No commissions on products. No hidden incentives. The advice you receive is impartial because the compensation structure makes it impartial.
We have no parent company directing what we sell. We are not captive to any insurance carrier, fund family, or broker-dealer. Our recommendations are based on your goals — nothing else.
No cookie-cutter portfolios. No off-the-shelf packages. Every plan is built from your circumstances, obligations, and the life you are working to build.
You will know what you are paying, why we are recommending what we recommend, and what tradeoffs every decision involves. Plain language. No jargon. No surprises.
A financial plan is not a one-time deliverable. We meet, recalibrate, and adjust as life unfolds — through promotions, sales, retirements, and the unexpected.
Our wealth planning process is driven by listening first, formulating a strategy collaboratively, and following through with disciplined advice and personal service. Every engagement follows the same disciplined arc.
A complimentary "Get Acquainted" meeting where we learn about your situation, your priorities, and the questions keeping you up at night. No pressure, no obligation. The goal is to determine whether Skyview is the right firm to help you — and whether we are a fit on both sides.
We gather and review your full financial picture — investments, employer benefits, equity compensation, taxes, insurance, estate documents, and goals. From there we identify gaps, opportunities, and the most consequential decisions on your horizon.
Together we build a written plan: investment allocation, tax-aware structure, retirement income design, equity compensation strategy, and the funding pathway for the goals that matter most. The plan is yours — not a template.
We help execute — opening accounts at our institutional custodians (Fidelity and Charles Schwab), implementing the investment strategy, coordinating with your CPA and estate attorney, and putting the planning recommendations into motion.
The plan evolves as your life evolves. We meet regularly, monitor portfolios, rebalance with discipline, and revisit strategy when circumstances change. Year-end tax planning, equity comp decisions, life events — we are accessible when you need us.
Our team brings together advanced credentials, decades of experience, and a deep commitment to the fiduciary standard. We work as one practice serving every client.
President · CIMA®, CDFA®
Alex founded Skyview Financial Group on the conviction that independent, fee-only advice is the only way to put clients first. As a Certified Investment Management Analyst® and Certified Divorce Financial Analyst®, he brings deep portfolio construction expertise and specialized planning experience to every relationship.
Client Services Manager
Cindi serves as the operational engine behind every Skyview client relationship — managing onboarding, account servicing, and the dozens of small details that make a financial advisory relationship feel seamless.
Vice President & Director of Financial Planning · CPWA®
Alex develops financial plans for clients and oversees the firm's technology and digital presence. As a Certified Private Wealth Advisor®, he brings advanced expertise in tax planning, equity compensation, and high-net-worth strategy to every client engagement.
Our headquarters sits at 816 A1A North in Ponte Vedra Beach, Florida — minutes from the Atlantic, in the heart of one of the most economically dynamic communities in Northeast Florida. From this office we serve clients across Jacksonville, Jacksonville Beach, St. Augustine, the broader First Coast, and the wider Florida market.
Our second office in Morristown, New Jersey allows us to maintain long-standing client relationships in the Northeast. And because much of modern wealth management is done virtually, we serve clients across the country — coordinating planning, investments, and reporting through secure technology while maintaining the relationship-driven service that defines our firm.
Every relationship begins with a complimentary "Get Acquainted" meeting — no obligation, no pressure. We will listen to where you are, where you would like to go, and whether we are the right firm to help.
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