Wealth Advisory Services
LBA Wealth Management is an independent financial planning and investment advisory firm dedicated to providing clients with unbiased, personal financial advice. Working in partnership with our clients, our wealth management team helps organize, enhance, manage, and preserve wealth through sound financial strategies.
We are committed to acting in our clients’ best interests. Registered with the Securities and Exchange Commission (SEC), we accept a fiduciary role in our clients’ financial lives. By remaining independent and not accepting compensation from any third-party, we avoid conflicts of interest. As a fee-only firm, our compensation comes only from our clients, allowing us to focus solely on their goals.
Our wealth management team provides clients with the “gold standard” of financial advice: Dave Albaneze, is a Chartered Financial Analyst (CFA) with more than three decades of investment expertise; Carrie Jones is a Certified Financial Planner™ professional (CFP®) with over 20 years of financial services experience; and the affiliated team at The LBA Group includes the largest number of local Certified Public Accountants (CPAs) in Jacksonville. To learn more about our high caliber credentials and code of ethics, please visit our Inside LBA Wealth Management pages.
Our approach is to provide clients with collaborative wealth management, merging sound planning and intelligent investing with the following services:
- LBA Wealth Advantage
- Retirement Planning
- Income Planning
- Investment Management
- Investment Consulting
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