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 nationally recognized for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential.
5 ESSENTIAL DIFFERENCES BETWEEN CAMARDA & OTHER ADVISORS:
1. Camarda is an uncommon “true fiduciary” advisor. We are legally bound to put your interests first. No hidden fees or hard-to-spot commissions. What you see is what you get.
2. Financial Advisors are common, but finding advanced wealth expertise is hard. Camarda has extensively credentialed professionals on its team, including PhDs, IRS-admitted tax practitioners and portfolio managers with the highly-regarded CFA® designation.
3. Camarda is your one-stop-shop for Custom Portfolio Management (Tax Reduction • Estate Planning • Asset Protection Trust Design • Real Estate • Business • Insurance)
4. We are extremely proactive managers. We watch the markets closely and stand ready to make the moves designed to optimize results and avoid losses. Our objective is strong portfolio growth with downside protection.
5. With decades of experience, Camarda is proud to have been repeatedly featured and ranked in many notable publications. Visit our website to read more about our consistent national recognition such as most recently, we were ranked “Top Advisor” by Forbes. (Ranking was provided by Forbes Media LLC and Shook Research LLC, to Camarda most recently on April 3, 2024, based on data as of June 30, 2023. Camarda did not pay for this recognition.)
Camarda Wealth Advisory Group ("Camarda") is an SEC-registered investment adviser located in Fleming Island, Florida.
http://www.camarda.com/p/adv-important-disclosure
Company Details
- Employees
- 29
- Founded
- -
- Address
- 4371 Highway 17,
- Phone
- 904-278-1177
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- camarda.com
- Keywords
- Financial Planning, Estate Planning, Retirement Planning, Tax Planning, College Planning, Investment Management, Financial Advisor, Fee Only, Fiduciary, Pre Retirement, Post Retirement, Wealth Management, Asset Protection, Value Investing, Portfolio Planning, Insurance Planning, Social Security, DFA Funds, 401k Rollovers, Goals Based Planning, One Money View.
- HQ
- Fleming Island, FL
Camarda Wealth Advisory Group Questions
Camarda Wealth Advisory Group's helpline number is 904-278-1177
Camarda Wealth Advisory Group's website is camarda.com
Camarda Wealth Advisory Group's LinkedIn profile is https://www.linkedin.com/company/camarda-wealth-advisory-group
Camarda Wealth Advisory Group has
29 employees.
View email and phone details for 29
employees at Camarda Wealth Advisory Group.
Camarda Wealth Advisory Group's industry is
Investment Management
Camarda Wealth Advisory Group's top competitors are
Earned,
Park Place Realty Network,
Madden Advisory Services, Inc.,
Westport One,
Family Wealth Education Institute,
Hakimian Holdings,
The Mather Group, Llc,
The Carlyle Group,
Franklin Street,
Fisher Investments.
Camarda Wealth Advisory Group's categories are Investment Management
Camarda Wealth Advisory Group's founding year is 1993
