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Congruent WealthFinancial advisor in Jacksonville, FL

Congruent Wealth is a financial advisor at 7077 Bonneval Rd Ste 300, Jacksonville, FL 32216, ranked #28 of 43 wealth managers in Jacksonville and rated 3.7 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Jacksonville, FLUpdated 0 paid placements in any rankingHow we rank

Call (904) 750-3077Website ↗

Key facts

Key facts about Congruent Wealth
Address7077 Bonneval Rd Ste 300, Jacksonville, FL 32216Get directions
Phone(904) 750-3077
Websitecongruentwealth.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Jacksonville and 11 towns within 25 miles: Fruit Cove, Bellair-Meadowbrook Terrace, St. Johns, Jacksonville Beach, Ponte Vedra Beach, Fleming Island, Lakeside, Atlantic Beach, Palm Valley, Oakleaf Plantation and Middleburg.

Based in Jacksonville, FLView on map

Opening hours

Opening hours for Congruent Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Congruent Wealth

How is Congruent Wealth ranked in Jacksonville?

Congruent Wealth is ranked #28 of 43 wealth managers in Jacksonville by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Congruent Wealth’s hours?

Congruent Wealth is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Congruent Wealth serve?

Serves Jacksonville and 11 towns within 25 miles: Fruit Cove, Bellair-Meadowbrook Terrace, St. Johns, Jacksonville Beach, Ponte Vedra Beach, Fleming Island, Lakeside, Atlantic Beach, Palm Valley, Oakleaf Plantation and Middleburg. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Congruent Wealth?

Congruent Wealth has a rating of 3.7 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Congruent Wealth?

Call Congruent Wealth on (904) 750-3077. The business is at 7077 Bonneval Rd Ste 300, Jacksonville, FL 32216. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Congruent Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Congruent Wealth (this business)—633.7 (3)NoNo
Base Wealth Management#26635.0 (3)NoNo8.5 mi
Fortress Wealth Planning#27635.0 (9)NoNo11.8 mi
Northwestern Mutual Wealth Management Company: Lou Larmoyeux#29633.7 (3)——0.7 mi

See all 43 ranked wealth managers in Jacksonville