Camarda Wealth Advisory Group

www.camarda.com

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 repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau. It has been named a “5-Star Advisor” by Paladin Registry, a “Premier Advisor” by the National Association of Board Certified Advisory Practices, a “Top Wealth Manager” by Bloomberg’s Wealth Manager Magazine, and a “Top Investment Manager” by Financial Advisor Magazine. The firm’s AIMS™ investment process was noted as a “Top Innovation Florida Times Union when trademarked with the U.S. Patent Office circa 2004. Camarda is a fee-based registered investment advisor that focuses on total wealth care, integrating investments, estate, asset protection, and retirement planning, tax control, and other critical aspects to target optimal wealth for its clients. * Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.” (Barrons July 18 2016 p S2). Camarda Wealth Advisory Group ("Camarda") is an SEC registered investment adviser located in Fleming Island, Florida. http://www.camarda.com/p/adv-important-disclosure

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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 repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau. It has been named a “5-Star Advisor” by Paladin Registry, a “Premier Advisor” by the National Association of Board Certified Advisory Practices, a “Top Wealth Manager” by Bloomberg’s Wealth Manager Magazine, and a “Top Investment Manager” by Financial Advisor Magazine. The firm’s AIMS™ investment process was noted as a “Top Innovation Florida Times Union when trademarked with the U.S. Patent Office circa 2004. Camarda is a fee-based registered investment advisor that focuses on total wealth care, integrating investments, estate, asset protection, and retirement planning, tax control, and other critical aspects to target optimal wealth for its clients. * Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.” (Barrons July 18 2016 p S2). Camarda Wealth Advisory Group ("Camarda") is an SEC registered investment adviser located in Fleming Island, Florida. http://www.camarda.com/p/adv-important-disclosure

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Country

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State

Florida

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City (Headquarters)

Fleming Island

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Employees

11-50

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Founded

1993

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Estimated Revenue

$1,000,000 to $5,000,000

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