Exclusive Advisors LLC

Exclusive Advisors LLC There's more to investing than just stocks, bonds, ETFs and annuities. Securities and Advisory Services offered through Triad Advisors Member FINRA/SIPC

While other firms are limited in their capacity, we can recommend solutions other firms can't. We exclusively work with accredited investors* comprised of individuals, closely-held business owners, professionals, executives, athletes and retirees--people who are influential, responsible, respected leaders in their industries, professions and communities. By limiting the types of clients we serve,

we have developed a detailed understanding of the unique financial problems and opportunities that our clientele face. Our clients are typically wealthier than other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children. If you fit within this description, we have the capability, experience and expertise to help guide you through the financial intricacies and demands that come with considerable wealth.

*An accredited investor is an individual that has an annual income in excess of $200,000, or joint annual income with spouse in excess of $300,000. OR An individual net worth (the fair market value of total assets, but excluding the value of principal residence, minus total liabilities), or joint net worth with spouse in excess of $1,000,000.

The $5.8 trillion 2023 federal budget proposal includes a provision that seeks to limit 1031 exchanges to $500k individu...
03/30/2022

The $5.8 trillion 2023 federal budget proposal includes a provision that seeks to limit 1031 exchanges to $500k individually/$1m joint in any calendar year in order to raise additional tax revenue.

If you need to scan and email a document to someone and you have an iPhone, here's a great way to get it done!
04/17/2020

If you need to scan and email a document to someone and you have an iPhone, here's a great way to get it done!

With Notes, you can scan documents and add a signature or manually sign a document on your iPhone, iPad, or iPod touch.

This MSNBC interview is the modern day version of Billy Madison's answer in the Academic Decathlon...Everyone is now dum...
03/06/2020

This MSNBC interview is the modern day version of Billy Madison's answer in the Academic Decathlon...Everyone is now dumber for having listened to it!

If you’ve ever wondered why it is impossible to have a conversation with modern liberals about politics, this video snippet is a case study in the answer. MSNBC host Brian Williams and New Yo…

Putting it all in perspective, here's a snapshot of how the S&P 500 Index was impacted by historical epidemic outbreaks.
02/25/2020

Putting it all in perspective, here's a snapshot of how the S&P 500 Index was impacted by historical epidemic outbreaks.

Energy Independence!  Jacksonville, Florida Leads the Way in the Switch to Natural Gas
01/29/2020

Energy Independence! Jacksonville, Florida Leads the Way in the Switch to Natural Gas

Floridas ports are leading the way in the transition to natural gas as an alternative to conventiona...

6th US LNG export terminal known as Elba Island near Savannah, GA came online last month.  US export capacity now stands...
11/12/2019

6th US LNG export terminal known as Elba Island near Savannah, GA came online last month. US export capacity now stands at 7 BCF/day! US energy independence now fueling Europe's energy dependence! 🇺🇸!

"Equal participation in decision making" is the ambiguous phrase used in Tom Petty's estate documents that literally gua...
07/08/2019

"Equal participation in decision making" is the ambiguous phrase used in Tom Petty's estate documents that literally guaranteed a family feud following his death in 2017. Read your estate planning documents carefully...don't leave it up to the courts to decide!

Tom Petty's widow and daughters are locked in a bitter court battle over his estate and trust, causing a delay in the much-anticipated release of newly discovered songs from the Wildflowers album recording session, scarring the 25-year anniversary of the singer's most successful solo album.

A new bi-partisan Senate Bill introduced by Sen. Rob Portman (R-OH) and Ben Cardin (D-MD) could raise the RMD age to 75!...
05/21/2019

A new bi-partisan Senate Bill introduced by Sen. Rob Portman (R-OH) and Ben Cardin (D-MD) could raise the RMD age to 75! Let's keep our fingers crossed that it passes!

Jacksonville is on the map!
03/11/2019

Jacksonville is on the map!

If Major League Baseball decides to expand again, these places would make good homes.

Whether politics, media or Hollywood, the ending is always the same!  They'll never learn!   !  !
02/15/2019

Whether politics, media or Hollywood, the ending is always the same! They'll never learn! ! !

Address

10739 Deerwood Park Boulevard #105
Jacksonville, FL
32256

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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