Camarda Estate Planning

Led by Jeff and Kim Camarda, lead partners of the firm, who were also married in 2001, a culture of family values permeates throughout the firm. Over the years, each teammate has become an extension of that core family. At Camarda Wealth, we use a team approach philosophy applied to work with our clients, so they get the benefit of working with more than just one person.

We are proud of three pillars that make up the Camarda Wealth difference that we believe serves as a strong foundation for us to deliver excellent wealth management services. Camarda Wealth is a family-oriented company.

This is not just because we have family members that work within the organization, nor is it because we focus on working with families, but more because we make a constant effort to treat our clients like they are part of our family.Our relationships begin by caring for our clients, building trust and communicating often in an effort for them to best meet their financial goals.

Founded in 1993, Camarda Wealth has been repeatedly recognized as a "top advisor"* by financial publications, is rated "A/Accredited" by the Better Business Bureau, noted as a "5-Star Advisor" by the independent Paladin Registry, and named a "Premier Advisor" by the National Association of Board Certified Advisory Practices.

At Camarda Wealth, we realize how fortunate we are and make a concerted effort to help those in need. From the early days of our firm until now, we have supported many charities with our "time, talent, and treasure", from volunteering to making financial contributions. For instance, we founded Junior Achievement of Clay County, and have been active in the Boy Scouts of America (now Scouts BSA) at the local and regional leadership levels.

401(k) Rollovers for Employer Retirement Plans in Jacksonville, Ponte Vedra, and Fleming Island, FL. When people change jobs or retire, one of the biggest challenges is deciding if it's smart to rollover your 401(k)-type plan to an IRA. The "roll 401(k) into IRA" process is fast and easy. Making the best choice can be very complex.