Create Wealth Financial Planning | Saint Johns FL
@createwealthfp.com
Creating your ideal future one dollar at a time. A fee-only fiduciary financial planner committed to always working in your best interest.
Create Wealth Financial Planning | Saint Johns FL's Company Logos
Create Wealth Financial Planning | Saint Johns FL's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#01AA51
Green Haze
1, 170, 81
148, 99, 34
99, 0, 52, 33
#F5DC85
Buff
245, 220, 133
47, 85, 74
0, 10, 46, 4
#008840
Fun Green
0, 136, 64
148, 100, 27
100, 0, 53, 47
About Create Wealth Financial Planning | Saint Johns FL
Create Wealth Financial Planning is an independent, fee-only fiduciary financial planning firm founded in 2020 by Jeff McDermott, CFP® and CSLP®. The firm aims to make financial planning accessible earlier in life, helping individuals and families make informed decisions while they have time to shape their financial futures. It serves clients including young professionals, families, and people managing inherited wealth, often supporting those building careers, raising children, paying down debt, or growing and protecting savings.
Services include comprehensive financial planning tailored to clients’ short- and long-term goals, ongoing planning and investment management, and student loan planning. The firm helps clients understand repayment options, manage risk, align investment accounts with their purposes, and review plans as life changes. Its approach emphasizes clear, understandable guidance and objective advice intended to put clients’ interests first. Create Wealth Financial Planning offers a free discovery call for prospective clients. The firm is a registered investment advisor offering services in Florida and other jurisdictions where exempted; its website notes that its content is informational and not legal, tax, or accounting advice.
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