Camarda Wealth Advisory Group

  • Investment Bank/Securities Brokerage
  • Fleming Island FL
  • 29 employees
  • Financial Services
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Company Overview

Headquarters
4371 Highway 17 Suite 201, Fleming Island FL
Website
camarda.com
Phone
(904) 278-1177
Employees
29
Founded in
1993
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$3B

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Who is Camarda Wealth Advisory Group

Camarda Wealth Advisory Group is a Fleming Island, Florida-based investment advisory firm with 29 employees. Founded in 1993, the firm focuses on providing wealth management services to successful families. Their Chairman, Jeff Camarda, is a nationally recognized figure in the financial industry with credentials including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Camarda Wealth Advisory Group specializes in custom portfolio management, offering a range of services including tax reduction, estate planning, asset protection trust design, real estate, business, and insurance. Their team comprises extensively credentialed professionals, including PhDs, IRS-admitted tax practitioners, and portfolio managers with the CFA® designation. One of Camarda's key differentiators is its commitment to acting as a "true fiduciary" advisor. This means they are legally bound to prioritize their clients' interests above all else, ensuring transparency and avoiding hidden fees or commissions. They also emphasize their proactive management style, closely monitoring the markets to optimize returns and mitigate potential losses. Camarda's dedication to client success has earned them recognition through consistent rankings in notable publications, most recently being named "Top Advisor" by Forbes in 2024. For more information about Camarda Wealth Advisory Group, visit their website at camarda.com.

Company Leadership

Winter Bryant

Executive Assistant To Chief Executive Officer

Phone Email
Julie Bryant

Executive Assistant To Chief Executive Officer

Phone Email
Frankie Aponte

Director of IT

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Corey Oliver

PWA

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Camarda Wealth Advisory Group Industry Tags

Financial Planning
Estate Planning
Retirement Planning
Tax Planning
College Planning
Investment Management
Financial Advisor
Fee Only
Fiduciary
Pre Retirement
Post Retirement
Wealth Management
Asset Protection
Value Investing
Portfolio Planning
Insurance Planning
Social Security
DFA Funds
401k Rollovers
Goals Based Planning
One Money View
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Camarda Wealth Advisory Group Tech Stack

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FAQ

What is the location of Camarda Wealth Advisory Group's headquarters?
The headquarters of Camarda Wealth Advisory Group are situated at 4371 Highway 17 Suite 201, Fleming Island FL
What is Camarda Wealth Advisory Group's phone number?
Camarda Wealth Advisory Group's contact number is (904) 278-1177.
What is Camarda Wealth Advisory Group's official website?
The official website of Camarda Wealth Advisory Group can be found at camarda.com.
What is Camarda Wealth Advisory Group's current revenue?
As of May 2012, Camarda Wealth Advisory Group's annual revenue reached $3B.
How many employees does Camarda Wealth Advisory Group currently have?
Camarda Wealth Advisory Group employs approximately 29+ people as of May 2012
Which industries is Camarda Wealth Advisory Group primarily operating in?
Camarda Wealth Advisory Group operates in the following industries: Finance
Who is the Executive Assistant To Chief Executive Officer of Camarda Wealth Advisory Group?
Camarda Wealth Advisory Group's Executive Assistant To Chief Executive Officer is Winter Bryant
What are Camarda Wealth Advisory Group's industry tags?
Camarda Wealth Advisory Group's industry tags include: Financial Planning, Estate Planning, Retirement Planning
When was Camarda Wealth Advisory Group founded?
Camarda Wealth Advisory Group was founded in 1993.

Employee Directory

Key Employees

Kim Camarda

President

Phone Email

Whitney Broyles

Business Development Executive

Phone Email

Troy Lerche

Director of Wealth Management

Phone Email

Rick Martin

Operations Specialist

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