Who We Serve | Individuals & Families
Making Better Financial Decisions with Rivergrass on Your Side
Our clients come from many different walks of life throughout Jacksonville and beyond. The best part of our role as your financial advisor is the common connections we discover as we hear your story. The one thing our clients have in common? They want exceptional financial advice for their specific circumstances. They want a confidante, a trusted professional they can come to for guidance.

Only 30% of households have a long-term financial plan
Are you saving enough? What about investing – what makes sense? Is there more you could do to reduce your tax liability?
These are the kinds of questions our clients have, and they’re exactly what our financial plans can help you discover. Don’t wonder any longer; let’s plan together to put you on the right track for your future and your family.
How We Help
You should work with a financial planner you connect with, and one you understand. Our relationships are personal, down-to-earth, and centered on your values and goals. We offer a 15-minute introductory call so we can talk and discover if we are a good fit for each other.