Because national brokerage chain Edward Jones (CRD #250) maintains zero physical branch offices inside Gulf County (32456 or 32465), local in-county fiduciary retirement planning and wealth management in Port St. Joe are anchored by two resident Certified Financial Planner™ (CFP®) practices and one independent registered investment adviser (RIA) physically headquartered in the county seat. Located on the third floor of the Marina Drive financial building at 202 Marina Drive, Suite 302, Port St. Joe, FL 32456 ((850) 227-3336, Fax (850) 227-3339), Farnsley Wealth Management, LLC (Florida Sunbiz Doc# L10000132489, historical RIA Firm CRD #125538) is led by Principal & Financial Advisor Aaron Stephen Farnsley, CFP®, AIF®, MBA (Individual CRD #2401429)—holding both the Certified Financial Planner™ and Accredited Investment Fiduciary® (AIF®) credentials—and offers securities and fiduciary investment advisory services through SEC-registered Osaic Wealth, Inc. (Firm CRD #23131 / SEC File #801-33856). One block east on U.S. Highway 98 at 201 West Highway 98, Port St. Joe, FL 32456 ((855) 966-3742 / (850) 724-1369, https://www.woodrickfinancial.com), Woodrick Financial (Woodrick Investment Consulting and Financial Planning, LLC, Florida Sunbiz Doc# L08000044649, founded 2008) is led by resident Certified Financial Planner™ Walter Lamb Woodrick, CFP® (holding Series 6, 7, 9, 10, 31, 63, and 65 registrations), offering securities and fiduciary advisory portfolios through SEC-registered LPL Financial LLC (Firm CRD #6413 / SEC File #801-10970). This listing also cross-references Port St. Joe's resident boutique investment advisory firm San Blas Capital, LLC (Firm CRD #140971; 108 Conch St, Port St. Joe, FL 32456, (850) 583-5372, https://www.sanblascap.com), led since 2006 by Principal & Investment Adviser Representative Bryan Kevin Trochesett (Individual CRD #4403771).
Official Verification Sources: FINRA BrokerCheck — Aaron Stephen Farnsley, CFP®, AIF®, MBA (CRD #2401429 — Farnsley Wealth Management); Woodrick Financial (Walter L. Woodrick, CFP® — 201 W Hwy 98, Port St. Joe) Official Website; SEC IAPD Firm Summary — San Blas Capital, LLC (CRD #140971 — Bryan K. Trochesett, CRD #4403771)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board / Fi360
Notes: Verified 2026-10-26: Aaron Stephen Farnsley, CFP®, AIF®, MBA (Ind. CRD #2401429) leads Farnsley Wealth Management, LLC (Sunbiz Doc #L10000132489, Firm CRD #125538) at 202 Marina Dr, Ste 302, Port St. Joe, FL 32456 ((850) 227-3336), offering securities and advisory services through Osaic Wealth, Inc. (CRD #23131 / SEC #801-33856).
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Verified 2026-10-26: Walter Lamb Woodrick, CFP® (Series 6, 7, 9, 10, 31, 63, 65) leads Woodrick Financial (Sunbiz Doc #L08000044649) at 201 W Hwy 98, Port St. Joe, FL 32456 ((855) 966-3742 / (850) 724-1369) via LPL Financial LLC (CRD #6413 / SEC #801-10970); Bryan Kevin Trochesett (CRD #4403771) leads San Blas Capital, LLC (CRD #140971) at 108 Conch St, Port St. Joe, FL 32456 ((850) 583-5372).
Factual details and direct answers about Farnsley Wealth Management, LLC (Aaron S. Farnsley, CFP®, AIF®, MBA — Osaic Wealth) & Woodrick Financial (Walter L. Woodrick, CFP® — LPL Financial) — Port St. Joe In-County CFP® Advisory Practices (with San Blas Capital, LLC)'s services, licensing, and credentials.
Are there Certified Financial Planner™ (CFP®) advisors with physical offices directly inside Port St. Joe, or do Gulf County seniors have to drive to Panama City?
Gulf County seniors can meet with two resident Certified Financial Planner™ (CFP®) practitioners right in downtown Port St. Joe (32456): Aaron S. Farnsley, CFP®, AIF®, MBA (CRD #2401429) at Farnsley Wealth Management, LLC, 202 Marina Drive, Suite 302 ((850) 227-3336, affiliated with Osaic Wealth, Inc., CRD #23131), and Walter L. Woodrick, CFP® at Woodrick Financial, 201 West Highway 98 ((855) 966-3742 / (850) 724-1369, affiliated with LPL Financial LLC, CRD #6413), as well as boutique adviser Bryan K. Trochesett (CRD #4403771) at San Blas Capital, LLC, 108 Conch Street ((850) 583-5372).
What is the difference between a standard broker and an advisor holding the CFP® and AIF® credentials in Port St. Joe?
Both the Certified Financial Planner™ (CFP®) certification and the Accredited Investment Fiduciary® (AIF®) designation require the advisor to act as a legal fiduciary—placing the senior client's best financial interest ahead of commissions when structuring FRS DROP rollovers, IRA withdrawals, or long-term care reserves.
Connect with complementary legal, financial, and residential providers serving seniors in Port St. Joe and Gulf County.
Novak Law Group, PLLC (Jeremy T.M. Novak, Esq. — Gulf County Attorney) & Rish & Gibson, P.A. (Thomas S. Gibson, Esq.) — Port St. Joe Probate, Estate Planning, Trust & Real Property Counsel
Port St. Joe, Gulf County
(850) 229-4700
Port St. Joe USDA Section 515 & FHFC LIHTC Apartments — Pine Ridge Apartments, Liberty Manor Apartments, Gateway of St. Joe & Bridgeport (32456)
Port St. Joe, Gulf County
(850) 227-7451
Shores Nursing and Rehab Center (Formerly The Bridge at Bay St. Joe — #SNF1038096) & Our Home at Beacon Hill ALF (#AL10713) — Port St. Joe In-County Long-Term Care
Port St. Joe, Gulf County
(850) 229-8244
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Centennial Bank — Port St. Joe & Wewahitchka In-County Branches & Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC)
Port St. Joe, Gulf County
Capital City Bank — Port St. Joe Avenue A Branch, Capital City Strategic Wealth (Benjamin A. 'Ben' Welter, CPFA® & Noah H. King, CFP®, AAMS®, APMA® — LPL Financial) & Capital City Trust Company
Port St. Joe, Gulf County
Roberson & Associates, P.A. — Ralph Christian 'Chris' Roberson, CPA (Port St. Joe In-County CPA Firm; Cross-Ref: Michael D. McKenzie, CPA, Beverly A. Smith, CPA, Tipton Marler & Carr Riggs & Ingram)
Port St. Joe, Gulf County
SHINE (Serving Health Insurance Needs of Elders) — Gulf County Senior Citizens Association (Port St. Joe & Wewahitchka Senior Centers), Public Libraries & Advantage Aging Solutions (PSA 2)
Port St. Joe, Gulf County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.