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Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau. It has been named a “5-Star Advisor” by Paladin Registry, a “Premier Advisor” by the National Association of Board Certified Advisory Practices, a “Top Wealth Manager” by Bloomberg’s Wealth Manager Magazine, and a “Top Investment Manager” by Financial Advisor Magazine. The firm’s AIMS™ investment process was noted as a “Top Innovation Florida Times Union when trademarked with the U.S. Patent Office circa 2004. Camarda is a fee-based registered investment advisor that focuses on total wealth care, integrating investments, estate, asset protection, and retirement planning, tax control, and other critical aspects to target optimal wealth for its clients. * Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.” (Barrons July 18 2016 p S2). Camarda Wealth Advisory Group ("Camarda") is an SEC registered investment adviser located in Fleming Island, Florida. http://www.camarda.com/p/adv-important-disclosure

View Top Employees from Camarda Wealth Advisory Group
Website http://www.camarda.com
Revenue $3 million
Employees 28 (26 on RocketReach)
Founded 1993
Address 4371 Highway 17 Suite 201, Fleming Island, Florida 32003, US
Phone (904) 278-1177
Fax (904) 278-1070
Technologies
Industry Investment Management, Finance General, Advice, Financial Planning, Finance, Media and Entertainment, Estate Planning, Wealth Management, Retirement Planning, Financial Services, Tax Planning, College Planning
Web Rank 12 Million
Keywords "Operating Agreement" Filetype:Pdf Asset Protection Poison Pill
Competitors AdvicePeriod, Capital Advantage, Inc., Condor Capital Wealth Management, Janiczek Wealth Management, Wealth Advisory Group LLC
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies

Camarda Wealth Advisory Group Questions

The Camarda Wealth Advisory Group annual revenue was $3 million in 2024.

Ashley Howard is the Chief Compliance Officer of Camarda Wealth Advisory Group.

26 people are employed at Camarda Wealth Advisory Group.

Camarda Wealth Advisory Group is based in Fleming Island, Florida.

The NAICS codes for Camarda Wealth Advisory Group are [523, 52393, 52, 5239].

The SIC codes for Camarda Wealth Advisory Group are [62, 628].

Top Camarda Wealth Advisory Group Employees

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