A financial advisor for business owners in Jacksonville.

You built the business. We help you build wealth outside of it — and prepare for the day you sell it. Fee-only, fiduciary, and local to Ponte Vedra Beach and Jacksonville.

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Your business is not your financial plan

For most owners, personal wealth and business wealth are deeply entangled — and dangerously concentrated. Our job is to build a financial life that doesn't depend entirely on one company: diversified, tax-efficient, and ready for whatever comes next, whether that's growth, a sale, or a transition to the next generation.

Why owners choose a fee-only fiduciary

As a fee-only Registered Investment Advisor, we earn nothing from commissions or product sales — only the fees our clients pay us. We're legally required to act in your best interest at all times. That matters most on the biggest decisions, where a broker's incentives and yours can diverge.

01 / How we help

Exit & pre-liquidity planning

Preparing for a future sale — the tax, estate, and diversification moves that must happen before a letter of intent. See our selling-your-business guide and 3-year checklist.

Pre-sale tax structuring
QSBS evaluation (with your CPA)
Estate & gifting before the sale
Post-sale wealth management

02 / How we help

Tax-efficient wealth strategy

Coordinating entity structure, multi-year tax projections, and charitable strategy with your CPA and attorney — so planning aligns across your whole team.

Multi-year tax projections
Charitable & estate coordination
Asset location
CPA & attorney coordination

03 / How we help

Concentration & post-sale investing

Diversifying business and stock wealth into a durable, income-producing portfolio — thoughtfully and tax-efficiently.

Diversifying business risk
Post-sale portfolio design
Tax-aware income planning
Sudden-wealth guardrails

04 / How we help

Retirement plans for you & your team

Designing and optimizing qualified plans — 401(k), profit sharing, defined benefit, and cash-balance plans — alongside your personal retirement strategy.

401(k) & profit sharing
Defined benefit & cash balance
Owner retirement strategy
Personal & business coordination

Local, independent, and verifiable

Skyview Financial Group is an independent, fee-only Registered Investment Advisor at 816 A1A North, Suite 205, Ponte Vedra Beach, FL 32082, serving business owners across Jacksonville and Northeast Florida. Our advisors hold the CIMA®, CDFA®, CFP®, and CPWA® designations. You can verify our registration and Form ADV on the SEC's public database under CRD #310581.

Verify us on the SEC (CRD #310581) →

Frequently asked

What does a financial advisor do for a business owner?

A fiduciary advisor coordinates the personal side of ownership: diversifying wealth away from business concentration, tax-efficient structuring, retirement-plan design (401(k), cash balance), and planning for a future sale or transition — working alongside your CPA and attorney.

How much does a fee-only financial advisor cost?

Fee-only advisors are paid only by their clients — commonly a percentage of assets managed or a flat/retainer fee — with no commissions or product sales. We'll walk you through our fee structure transparently in a first conversation.

What is the difference between fee-only and fee-based?

Fee-only advisors earn nothing but the fees clients pay them. Fee-based advisors can also earn commissions from selling products, which can create conflicts of interest. Skyview is fee-only — no commissions, ever.

Do I need a financial advisor before selling my business?

Yes — ideally one to three years ahead. Most tax-saving and estate strategies must be in place before a letter of intent. Early planning is where the biggest difference is made.

Own a business in Northeast Florida?

Build wealth
beyond the business.

Schedule a complimentary "Get Acquainted" meeting. We'll talk through where you are and where you want to go — no obligation, no product pitch. Call (888) 406-0444.

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