Independent
We aren't owned by a bank, brokerage, or insurance company — so there are no proprietary products we're pushed to sell. Advice is built around your circumstances, nothing else.
Independent, fee-only, and fiduciary — Skyview Financial Group works only for you. No commissions. No product sales. Just advice aligned with your goals, serving Jacksonville and Northeast Florida from our Ponte Vedra Beach office.
Three words define our relationship with you — and each one protects your interests over a sales quota.
We aren't owned by a bank, brokerage, or insurance company — so there are no proprietary products we're pushed to sell. Advice is built around your circumstances, nothing else.
The only money we earn comes directly from our clients — never commissions or kickbacks for recommending one investment over another. Transparent by design.
As a Registered Investment Advisor, we are legally obligated to put your interests first at all times — the highest standard of care under the Investment Advisers Act of 1940.
Our office at 816 A1A North lets us meet face to face and plan around the realities of Northeast Florida — no state income tax, retiree in-migration, and local business ownership.
A commission-based broker is paid when you buy a product. A "fee-based" advisor can charge a fee and collect commissions. A fee-only advisor — like Skyview — is paid solely by clients, which removes the conflict of interest baked into the other two models. And as a fiduciary, we're held to a higher legal standard than the "suitability" bar that applies to brokers: your interests come first, every time.
We focus our practice on accomplished individuals and families with real financial complexity — high-net-worth households, business owners approaching a sale or succession, corporate executives with equity compensation, and retirees and pre-retirees planning durable income. If that sounds like you, we should talk.
You should never have to take an advisor's word for it. Skyview is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. You can review our Form ADV and full registration record — services, fees, and any disclosures — on the SEC's public database under CRD #310581.
Five interconnected service areas delivered through one coordinated relationship.
A written, living plan across cash flow, savings, insurance, and goal timing.
Learn More →Globally diversified, evidence-based portfolios built around your risk and tax profile.
Learn More →Income, Social Security timing, and tax-smart withdrawal sequencing.
Learn More →RSUs, ISOs/NQSOs, 10b5-1 plans, and concentrated-stock diversification for executives.
Learn More →A fee-only fiduciary advisor is paid only by clients — never through commissions or product sales — and is legally required to act in your best interest at all times. This structure removes the conflicts of interest common to commission-based brokers.
Fee-only advisors earn nothing but the fees their clients pay them. Fee-based advisors can also earn commissions from selling products, which can create conflicts of interest. Skyview is fee-only — we accept no commissions, ever.
Skyview Financial Group is a Registered Investment Advisor registered with the SEC. You can review our Form ADV and registration on the SEC's Investment Adviser Public Disclosure website under CRD #310581.
Yes. Our office is in nearby Ponte Vedra Beach and we work with clients throughout Jacksonville, the Beaches, Nocatee, and greater Northeast Florida, as well as nationwide.
Every relationship begins with a complimentary "Get Acquainted" meeting — no obligation, no pressure. We serve Jacksonville, Ponte Vedra Beach, and Northeast Florida.
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