About Jacksonville Capital

Led by Andrew J. Malik, CFP®, Jacksonville Capital will provide you customized, cost efficient institutional based portfolio management and in-depth financial planning services to secure your financial success both short term and in the future

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Jacksonville Capital is one of the few independent fee-only investment advisory and financial planning firms in Florida.

What This Means For You

Independent

Our advice is influenced by what is in the client’s best interest.  We are a small boutique firm that is not governed by a one-size-fits-all corporate plan.  You get advice that fits your portfolio, your risk tolerance, your financial goals

Fee-Only

We charge a fixed service fee and we are service-oriented. If we recommend a solution, it is only because it is in your best interest. You can have peace of mind knowing that Jacksonville Capital is your advocate

Investment Advisory

Operating under the guidelines of a registered investment advisor, we offer recommendations that are always in your best interest.  We create and manage a customized investment strategy based on your specific goals and your risk tolerance

Collaborative Planning

There are other key players who have knowledge about your finances. We consult with you and with them to ensure that we have a complete picture of your financial architecture.  You get a financial plan that is a comprehensive blueprint for the future.

Our Services

Portfolio Management

Financial Planning

Trust Advisory

How Can We Help?

Let us know how Jacksonville Capital can advocate for your financial future.

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