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About Us

What We Strive For

What We Strive For

Fernandez Wealth Management is a family firm that has been providing financial advisory services for over 30 years. As leadership has transitioned through generations, our commitment to excellence and dedication to our clients have remained unwavering throughout the years. With two office locations, we are conveniently situated to serve clients in both the Volusia and Miami-Dade counties.

At Fernandez Wealth Management, our ultimate goal is to empower our clients to live their lives with peace of mind. By offering expert financial advice, personalized strategies, and unwavering support, we help our clients navigate the complexities of finance, allowing them to focus on what matters most to them.

Why We Do What We Do

Why We Do What We Do

We firmly believe that finance and financial planning are essential tools and processes used to achieve our clients' life goals. We understand that financial decisions can have a profound impact on every aspect of our clients' lives, and we are committed to guiding them through this journey with utmost care and professionalism.

Driven by our core values, we strive to deliver exceptional service to each and every client we serve. Honesty, empathy, and education are the guiding principles that shape our interactions and decision-making processes. We are committed to providing high-touch service, ensuring that our clients feel supported and understood every step of the way.

A Look Into Our Process

Our goal is to make the financial planning process as seamless as possible. We have developed a clear and comprehensive process that ensures our clients' needs and aspirations are at the forefront of our recommendations.

Initial Fit Phone Call

We begin with an initial phone call to learn more about the client's financial objectives and determine if our services align with their needs. This conversation allows us to establish a preliminary understanding of how we can best serve the client.

Discovery Meeting

In this meeting, we delve deeper into the client's goals, financial history, and immediate needs. We take the time to explain our process in detail, ensuring that the client understands how we will create a financial plan and make recommendations. Additionally, we gather essential information to formulate a tailored strategy.

Financial Planning Presentation Meeting

Once we have analyzed the client's information and crafted a comprehensive financial plan, we schedule a meeting to present our findings and recommendations. We provide a detailed overview of the plan, discuss various options and alternatives, and address any immediate needs the client may have. If the client agrees with the proposed plan, we proceed to gather additional information required to establish a formal client-advisor relationship.

Client-Advisor Relationship Agreement Meeting

During this meeting, we meet with the client to sign the necessary paperwork and officially commence our working relationship. This step solidifies our commitment to serving the client's financial needs and sets the foundation for a collaborative partnership.

Monitor & Review

We understand that financial circumstances can change over time. To ensure our clients' plans remain relevant and effective, we schedule regular check-ins every 3-6 months, depending on the client's needs. These meetings and check-ins allow us to assess progress, address any concerns, and make necessary adjustments to the financial plan.

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Meet Our Team

Client Centered

Our team strives to provide you with consistent communication and a wealth of educational resources. As a result, we also provide our clients with a variety of opportunities to stay in tune with their financial plan, including:

  • Annual, In-Depth Strategy Session: Once a year, we conduct a comprehensive review of the client's financial plan. This review involves updating the plan to reflect any changes in the client's goals or circumstances. We also evaluate progress, discuss potential changes or opportunities, and make recommendations to optimize the plan for the upcoming year.
  • Educational Webinars & Presentations: To foster ongoing education and empowerment, we offer educational webinars and presentations every 2-3 months. These events cover a wide range of financial topics, providing clients with valuable insights and knowledge to make informed decisions.
  • Monthly Newsletters: Our clients receive monthly newsletters that highlight important topics, updates, and relevant information in the financial world. These newsletters serve as a valuable resource, keeping our clients informed and engaged.
  • Social Gatherings: We believe in building strong relationships with our clients beyond the financial realm. To foster a sense of community, we organize social gatherings 1-2 times per year. These events provide an opportunity for clients to connect, share experiences, and build lasting relationships.

We look forward to partnering with you on your financial journey and helping you achieve your life goals. Contact us today to schedule a consultation with our experienced advisors.

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