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About Us

Each of our clients has a unique story to tell and we take the time up front to get to know you as well as your financial needs. We believe the right financial strategy must start with the right information. We strive to provide targeted financial advice that will help improve your lifestyle today and lay the foundation for a sound financial future.

In a world inundated with new investment options, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. Having a solid financial strategy can help give you confidence even in uncertain times. 

And, when you partner with us, you gain access to what we believe are some of the best minds in the financial industry who can help you develop that strategy and consolidate all aspects of your financial life. Our superb team of in-house specialists is comprised of professionals with designations such as Certified Financial Planner®, Certified Public Accountant, Chartered Financial Consultant and Chartered Life Underwriter which mean we have the collaborative expertise to deal with even the most complex situations. 

We also offer an extensive network of providers coupled with the independence needed to design financial solutions that are custom tailored to our clients’ unique requirements and targeted to what is in their best interest not ours. 


The name “Bold New City Financial” is derived from the consolidation referendum of 1967 that personify our historic city, and forever made it the largest city in land area in the contiguous United States. This new name also underscores our commitment to our neighbors and business partners by firmly cementing an office in the heart of Jacksonville as we continue to expand.