Edie Jarvis

Certified Financial Fiduciary®, Senior Advisor, President, ChFEBCsm at Jarvis Financial, Inc.

Ormond Beach, Florida

Quick Answer

Edie Jarvis, Certified Financial Fiduciary®, Senior Advisor, President, ChFEBCsm, is a licensed independent financial professional at Jarvis Financial, Inc. in Ormond Beach, Florida with 30+ years of experience. Specializing in Retirement Planning, Wealth Management, Estate Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Edie Jarvis in Ormond Beach, Florida

Phone: 386-363-3029 | 386-290-0352

Email: [email protected]

Areas of Expertise in Ormond Beach, Florida

Retirement PlanningWealth ManagementEstate PlanningLong-Term Care Insurance

About Edie Jarvis — Ormond Beach, Florida

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

Jarvis Financial, Inc. is a fully independent financial firm dedicated to making wealth planning accessible and inclusive for everyone. With over 30 years of combined financial experience, the firm is licensed and registered with the Florida Department of Financial Services and built on integrity, education, and personal attention. Our mission is simple — to empower individuals and families with the knowledge and confidence to make smart financial decisions for their retirement and long-term security. Independence and Integrity Jarvis Financial, Inc. was created to serve clients who value clarity, transparency, and trust. We believe financial advice should be free from pressure, bias, or confusion. Since its founding, the firm has operated on a client-first philosophy, emphasizing education and independence over sales. Our team's approach combines proven financial principles with a personal touch, helping each client feel informed and supported throughout their financial journey. ...

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Frequently Asked Questions About Edie Jarvis & Financial Advisors in Ormond Beach, Florida

What services does Edie Jarvis offer?

Edie Jarvis at Jarvis Financial, Inc. offers Retirement Planning, Wealth Management, Estate Planning in Ormond Beach, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Edie Jarvis SafeMoney Certified?

Yes, Edie Jarvis is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.