Fiduciary CFP® · Jacksonville & Saint Augustine

Your Wealth Deserves
a Plan That Actually
Works Together

First Coast Wealth Advisors serves as your personal CFO — coordinating your financial, tax, and legal professionals so every aspect of your financial life moves in the same direction.

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CFP®

Certified Planner

100%

Fiduciary

FINRA

Member SIPC

Jeff Helms

Founder & CEO · CFP® Professional

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The First Coast Difference

When Was the Last Time Your Advisors
All Focused On You?

We bring your financial, tax, and legal professionals together into one unified strategy — because your wealth is too important for siloed advice.

Fiduciary Standard

Legally bound to put your interests first — always. No hidden agendas, no conflicted recommendations. Just advice you can genuinely trust.

CFP® Certified Expertise

Our advisor holds the CERTIFIED FINANCIAL PLANNER™ designation — a rigorous credential carried by only 1 in 4 financial advisors in the industry.

Whole-Team Coordination

We work alongside your attorney and accountant to deliver a truly integrated plan — because real financial clarity requires every professional aligned.

Member FINRA / SIPC

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Invest with confidence knowing your assets are held to regulatory standards.

Affiliated With

Heffernan Insurance Brokers

Securities Through

Geneos Wealth Management, Inc.

Comprehensive Planning

Every Dimension
of Your Financial Life

Successful families don't manage their wealth in silos. We address all six pillars of your financial life in one coordinated, evolving strategy.

Retirement Planning

Will you run out of money before you run out of time? We build sustainable income strategies for life — ensuring your retirement is funded, protected, and designed to last.

Investment Management

We craft an investment plan precisely aligned with your goals, timeline, and risk profile — not a generic model designed for the masses.

Tax Planning

Are you paying more than your fair share? We identify tax mitigation strategies that keep more of your wealth working for you and your family.

Asset Protection

Litigation, poor planning, and tax policy can erode a lifetime of work. We help you build legal and financial safeguards around everything you've built.

Legacy Planning

Ensure your accumulated wealth passes seamlessly to your heirs with as little tax impact as possible — and leaves a meaningful mark on the people and institutions that matter most.

Coordinated Wealth Strategy

When was the last time your financial advisor, accountant, and attorney got together and focused solely on you? We make that coordination happen — every time.

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Why Clients Choose Us

Six Reasons This
Partnership Is Different

Fiduciary Commitment

Our duty of loyalty is to you and no one else. Period. We are legally and ethically bound to act in your best interest — always.

CFP® Professional Expertise

Only 1 in 4 financial advisors hold the CERTIFIED FINANCIAL PLANNER™ designation. You deserve the standard that credential demands.

Coordinated Professional Team

We collaborate directly with your attorney and accountant to build a unified strategy — because your financial, legal, and tax life are inseparable.

Your Personal CFO

Think of us as the strategic financial executive your family never had — bringing order, clarity, and direction to every financial decision you face.

Retirement-Focused Planning

Specializing in individuals over 50, we understand the unique challenges and opportunities of transitioning from wealth accumulation to protection and distribution.

Tax-Efficient Wealth Building

We don't just grow your wealth — we protect it from unnecessary erosion. Our strategies are designed to minimize what you lose to taxes at every stage.

CFP®

Certified Financial Planner™ Professional

About First Coast

Clarity. Coordination.
Confidence.

First Coast Wealth Advisors was founded on a simple but powerful observation: successful families share the same core goals — protect what they've built, grow it wisely, pass it on efficiently, and use it to make a difference. What separates those who achieve this from those who don't is rarely the size of their portfolio. It's the quality of their plan.

Led by founder and CEO Jeff Helms, a CERTIFIED FINANCIAL PLANNER™ professional, First Coast Wealth Advisors operates as your personal CFO — weaving together the financial, legal, and tax threads of your life into one coordinated strategy. We serve families in Jacksonville and Saint Augustine who are ready to stop managing their wealth in silos and finally see the complete picture.

We built our practice on a fiduciary standard because we believe you deserve a financial partner whose only agenda is your success. By collaborating directly with your existing legal and tax professionals, we don't disrupt your team — we make it stronger.

"If your current financial advisor isn't meeting with your tax and legal professionals to talk about you, maybe it's time for a change."
— Jeff Helms, CFP® · Founder & CEO

Request Your Second Opinion

Our Approach

An Elegant Process to
Achieve Your Objectives

1

Discovery

We begin by listening. We explore your goals, your concerns, your current financial picture, and what financial peace of mind truly means to you and your family.

2

Coordination

We connect with your existing tax and legal professionals to understand the full scope of your financial landscape — putting an end to siloed, disconnected advice.

3

Strategic Planning

We develop a comprehensive, coordinated plan addressing retirement, investment, tax, protection, and legacy objectives — all unified into one clear strategy.

4

Implementation

With your approval, we put the plan into motion — efficiently and transparently, with every decision tied directly back to your stated goals.

5

Ongoing Partnership

Your financial life evolves, and so should your plan. We stay engaged through regular reviews to keep your strategy aligned with where you are and where you're headed.

Common Questions

Questions We
Hear Most Often

A fiduciary is legally and ethically required to act in your best interest — not their own, not their firm's. Many advisors operate under a lesser 'suitability' standard, meaning they only need to recommend what's adequate, not what's best for you. As a fiduciary, our loyalty is exclusively to you.

The CERTIFIED FINANCIAL PLANNER™ designation is one of the most rigorous credentials in the financial planning industry. Only about 1 in 4 financial advisors hold it. It requires extensive coursework, a comprehensive exam, substantial professional experience, and adherence to a strict code of ethics.

We specialize in serving individuals and families over age 50 who are planning for or approaching retirement. Our clients have typically accumulated meaningful wealth and want a coordinated, expert strategy to protect it, grow it efficiently, and pass it on with intention.

We collaborate directly with your legal and tax professionals to build a unified strategy. Rather than working in isolation, we facilitate the conversations that ensure your financial, legal, and tax planning are fully aligned — something most financial advisors simply never do.

We serve clients in Jacksonville and Saint Augustine, Florida. Our office is located at 400 N Ponce de Leon Blvd, Saint Augustine, FL 32084. Contact us at (904) 824-4349 or info@firstcoastadvisors.com.

A second opinion is an opportunity for us to review your current financial plan — your investment strategy, tax approach, retirement projections, and protection gaps — and share an objective, fiduciary perspective on where you stand and where meaningful improvements could be made.

Yes. Securities and Advisory Services are offered through Geneos Wealth Management, Inc., a Member of FINRA/SIPC. First Coast Wealth Advisors is also an affiliate of Heffernan Insurance Brokers, CA License #0564249.

Ready to Begin?

Are You Ready for
Your Second Opinion?

If your current advisor isn't coordinating your financial, tax, and legal life — you may be leaving significant wealth on the table. Let's find out together.

Yes, I Want to Learn More

Phone

(904) 824-4349

Monday – Friday, 8am – 5pm EST

Office

400 N Ponce de Leon Blvd
Saint Augustine, FL 32084

Get Directions

Email

kmedlin@firstcoastadvisors.com

info@firstcoastadvisors.com

First Coast Wealth Advisors location map

Your Wealth Deserves a Plan That Actually Works Together

When Was the Last Time Your Advisors All Focused On You?