Formation Wealth Management is your financial wingman
We aspire to be the trusted adviser for a select group of families and individuals. We serve those who value advice, are engaged in our process and for whom we believe we can make a meaningful impact on their lives.
We create and implement individualized wealth management strategies for our clients and personally deliver tailored, objective advice and actionable ideas to help achieve their goals.
We’ve got your six!
Important questions to Consider when selecting an adviser
Do you want to work with a financial adviser who operates under the highest fiduciary standard of care?
Do you want to work with an independent adviser not beholden to proprietary products and sales quotas?
Do you value the capability to meet in person to establish trust and discuss personal financial matters?
Are you looking for an adviser with demonstrated experience and success in the industry?
If your answers are YES, contact us to make an appointment.
We are different from the big financial firms. We are an independent Registered Investment Adviser (RIA). We are a fiduciary. We are local in North Florida. We believe the proper practice of wealth management involves a disciplined process that is plan-based and holistic.
Clients meeting minimum assets under management will benefit from a comprehensive relationship. Our services include comprehensive financial planning, private portfolio management, retirement income analysis, risk management, and trust and estate coordination.
Our founder is Maximilian Neumayer. Max’s professional career is about service. Over twenty years of military service and seventeen years of financial service experience have resulted in a distinctive blend of skills and traits that are hard to find in today’s financial services marketplace.