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Values First AdvisorsFinancial advisor in Ponte Vedra Beach, FL

Values First Advisors is a financial advisor at 203 Fort Wade Rd Ste 105, Ponte Vedra Beach, FL 32081, ranked #35 of 163 financial advisors in Ponte Vedra Beach and rated 5.0 from 4 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.

Ponte Vedra Beach, FLUpdated 0 paid placements in any rankingHow we rank

Call (904) 930-4662Website ↗

Key facts

Key facts about Values First Advisors
Address203 Fort Wade Rd Ste 105, Ponte Vedra Beach, FL 32081Get directions
Phone(904) 930-4662
Websitevaluesfirst.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Ponte Vedra Beach and 10 towns within 25 miles: Palm Valley, St. Johns, Jacksonville Beach, Fruit Cove, Atlantic Beach, Saint Augustine, Fleming Island, Bellair-Meadowbrook Terrace, Jacksonville and Lakeside.

Based in Ponte Vedra Beach, FLView on map

Opening hours

Opening hours for Values First Advisors
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Values First Advisors

How is Values First Advisors ranked in Ponte Vedra Beach?

Values First Advisors is ranked #35 of 163 financial advisors in Ponte Vedra Beach by RFA Score, with 66 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 Values First Advisors’ hours?

Values First Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Values First Advisors serve?

Serves Ponte Vedra Beach and 10 towns within 25 miles: Palm Valley, St. Johns, Jacksonville Beach, Fruit Cove, Atlantic Beach, Saint Augustine, Fleming Island, Bellair-Meadowbrook Terrace, Jacksonville and Lakeside. 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 Values First Advisors?

Values First Advisors has a rating of 5.0 from 4 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 Values First Advisors?

Call Values First Advisors on (904) 930-4662. The business is at 203 Fort Wade Rd Ste 105, Ponte Vedra Beach, FL 32081. 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

Values First Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Values First Advisors (this business)—665.0 (4)NoNo
Clear Financial Strategies, LLC#33675.0 (5)NoNo0.2 mi
Ridgeline Private Wealth#34675.0 (5)NoNo0.7 mi
Edward Jones - Financial Advisor: Serena Ostrowsky, CFP®|CRPC™#36664.3 (6)NoNo5.3 mi

See all 163 ranked financial advisors in Ponte Vedra Beach