About Jarvis Financial Inc.

Jarvis Financial Inc. | Financial Advisors in Daytona Beach, FL

At Jarvis Financial Inc., we are dedicated to providing our clients with the tools and knowledge they need to make informed financial and retirement planning choices. Based in Daytona Beach, Florida, our team of experts is committed to helping our clients achieve their financial goals. We understand that financial planning can be overwhelming and confusing, which is why we strive to make it easy and accessible for everyone.

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Our Firm

As independent financial advisors, we have the advantage of offering you products and services from an extensive range of highly rated financial institutions. We are not limited to one company’s products and services, and we are not influenced by sales managers telling us what to sell. Our interests are completely aligned with our clients’ goals. We advise under a fiduciary standard, which means we are obligated to advise what is in your best interest.

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ALL Jarvis Financial Inc. advisors are licensed and registered with the Florida Department of Financial Services. We have over 25 years of experience and we are dedicated to what we do.

Our Process

Our process involves discovering your unique values, goals, and interests, and then identifying optimal solutions for your financial plan. Once initiated, we monitor your progress and commit ourselves to providing you with outstanding ongoing service. Together we can explore the options available to you in the pursuit of your financial goals.

Our Mission

At Jarvis Financial Inc., our mission is simple: to empower our clients with the knowledge and tools they need to make the best financial decisions for their future. We understand that the world of finance can be complex and overwhelming, but we are here to demystify it and guide our clients toward financial stability and security. By fostering a strong relationship built on trust and transparency, we strive to achieve optimal investment outcomes for all our clients.

All About Edie Jarvis

CEO and founder of Jarvis Financial Inc., Edie Jarvis began her financial services career in 1996 with a captive agency. She quickly discovered how limiting that environment was for both her and her clients. After gaining more industry knowledge and experience in the field and the classroom, Edie started her firm, Jarvis Insurance, in 1998. Then in 2004, Jarvis Financial Inc. was founded. Her experience in finance and education allowed her to offer clients the expertise to find the right path to their future. Her focus is on Retirement and Income Planning, Wealth Management, Estate Planning, College Funding, and many other tailored services.

Memberships & Accreditation

Edie Jarvis has achieved Top of the Table status at the Million Dollar Round Table—a global, independent association of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. Her other memberships and accreditations include:

Million Dollar Round Table
The National Association Of Insurance and Financial Advisors
National Directory of Insurance
Industry Awards
Sales Excellence Award
Award For Outstanding Achievement

Yet, with all these accreditations, Edie’s biggest accomplishment and joy is spending her spare time with her child here in Ormond Beach, Florida.

Your Financial Journey Is Our Priority

We understand that each client is unique, and a one-size-fits-all approach does not work when it comes to financial planning. That’s why we take the time to get to know our clients personally, understand their goals and objectives, and tailor our services accordingly. Our team works closely with each client to develop a customized plan that aligns with their specific needs and risk tolerance. We believe that building strong client relationships is crucial for success, and we are committed to being there for our clients every step of the way.

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At Jarvis Financial Inc., we are more than just a financial planning firm — we are your partners in building a secure financial future. With our expertise, personalized approach, and commitment to our clients, we are confident that we can help you achieve your financial goals. Contact us today to learn more about how we can help you in Florida!