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Our Mission 

Our Mission 

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction

Avantax Wealth Management® has created an original financial planning product which allows me to work with the client to develop the client's goals.

Investment and financial planning services are offered by Richard Camp through his affiliation with Avantax Wealth Management®

Richard Camp, CPA®, MBA, AEP®, PFS®,

Investment Advisor Representative

(904) 281-9924

(904) 281-0060

Richard is a partner of the CPA firm that opened in 1991 in Jacksonville, FL. He has extensive tax experience in Federal and State tax issues. He is currently licensed as a CPA in Florida, Georgia, Tennessee, North Carolina, and South...

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We can help you address:

  • *Investing principles and strategies
  • *Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We can answer your questions:

  • *Can I retire early?
  • *Are my investments working hard enough?
  • *What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Richard is the licensed Investment Advisor Representative in the firm.

*These services are offered by Richard Camp through his affiliation with Avantax Wealth Management®

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