Valavanis Jason S Cfp

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients interests first. Our goal is to provide the right structure and a home for every financial advisor and every client.

Safe Harbor Financial Services is a reputable financial services firm based in Melbourne, FL, specializing in comprehensive financial planning and investment management for individuals and businesses. The experienced team at Safe Harbor Financial Services works closely with clients to develop customized financial strategies tailored to their specific goals and needs, providing professional guidance and support every step of the way. Generated from their business information

Tevebaugh & Associates, now part of OneAscent Wealth, is a financial planning firm based in Indian Harbour Beach, FL, serving families in Brevard County and surrounding areas. With a focus on values-aligned investing and legacy planning, their team of experienced advisors helps clients navigate financial decision-making and achieve their long-term goals. Founded by Mark Tevebaugh in 2004, Tevebaugh & Associates has over 20 years of experience providing Biblical advice on investing and money management. By joining OneAscent Wealth in 2020, they offer a range of services including financial planning, investment management, estate planning, tax planning, and retirement plan services tailored to individual and business needs.Generated from the website