IMG Wealth Management was created by a team of financial professionals from Investment Management Group in 2017 to meet the specific needs of high net worth individuals and institutions. Our financial advisor team of planners, investment managers, and support staff in Jacksonville FL have developed a business model tailored to the unique requirements of our core clientele.

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If you are looking for a CFP in Jacksonville FL, join us for just one complimentary meeting to see what sets IMG Wealth Management apart.

Character, competence, and consistency are the principals by which we operate. Our financial advisors in Florida want to show you what these ideals mean to us, and their impact on every client interaction.

What does it take to earn the designations held by some
of our Jacksonville financial advisors and wealth managers?


CFP® Certification Requirements

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CFA™ Curriculum Overview

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.