• LIVE CONFIDENTLY

  • INVEST IN YOUR FUTURE

  • TAILORED ADVICE

  • RESPONSIBLE VALUES

STILLBLUE financial partners is a registered investment advisory firm that specializes in tailored financial counsel, portfolio construction and management. Our path to success resides in one resounding commitment – A client centric perspective with no competing influences.

We believe in developing a close, long-term relationship with our clients. It’s paramount that we understand your needs and continue to be an active member of your professional family.

Continuing education, thoughtful communications and robust reporting allow our clients to stay well informed amongst the overwhelming information that floods today’s markets. We pride ourselves in always staying abreast of new technology and continuing our own education to better serve our clients.

Our Team

Impactful ideas and insightful attention to detail from our passionate team makes us different in every sense.

JOSEPH L. SMITH

Managing Partner, CFP®

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JOSEPH L. SMITH

STILLBLUE FINANCIAL

STILLBLUE FINANCIAL

MELISSA MANLEY

Managing Partner, Financial Advisor

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MELISSA MANLEY

Our Approach

Successful investing begins by examining your risk tolerance, tax situation, liquidity needs as well as your capital and income appreciation goals. Our active investment approach utilizes prudent risk management while providing personalized solutions to your challenges, goals and expectations.
RIA Stands For You

The secret of getting ahead is getting started.

— Mark Twain —

Our Services

No product pushing or canned financial plans just truly independent, professional advice and strategies. Depending on your needs and financial complexity, we are able to tailor our services and offer a broad spectrum of potential solutions. They range from basic financial management to complete wealth advisory planning.

Our core areas of focus are:

Retirement Planning

Income and tax planning to meet our client’s retirement goals.

What we offer
  • Research
  • Portfolio Allocation
  • Estate Planning
  • Review

Impact Investing

Providing our clients with thoughtful portfolios that blend purpose and profit goals.

What we offer
  • Criteria Creation
  • Research
  • Portfolio Construction
  • Review

Our services may be combined or used independently.

GET IN TOUCH WITH US TO GET STARTED

Frequently Answered Concerns

  • Do I have enough risk in my investment allocation?

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  • What is the role of a fiduciary advisor?

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  • How do I help my family avoid probate and inheritance complications?

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  • How can I align my morals and character with my financial plans and resources?

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  • Are Roth or Pre-Tax financial contributions better suited for me?

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  • What would an appropriate financial portfolio look like for my needs and goals?

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  • How do I implement effective financial stewardship for my loved ones and community?

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Contact

We’d love the opportunity to address your financial concerns and answer your questions

    info@stillbluefinancial.com

    (904) 296-9636

    301 W. Bay St. Suite 14111
    Jacksonville, FL 32202

    (561) 325-9636

    980 N Federal Hwy Suite 110

    Boca Raton, FL 33432

    © 2018 All rights reserved. StillBlue Financial Partners.

    This website is a publication of StillBlue Financial Partners, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

    Information on this website does not involve the rendering of personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

    Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

    StillBlue Financial Partners, LLC is registered as an investment adviser with the states of Florida and Georgia and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

    All investment strategies have the potential for profit or loss. There are no assurances that a portfolio will match or outperform any particular benchmark.

    Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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