Connecting Franklin County's sole resident in-county FINRA/SEC-registered private wealth management office in Eastpoint (32328) with the US Highway 98 West Certified Financial Planner™ (CFP®) and institutional trust corridor in neighboring Port St. Joe (32456 — 22 miles west of Apalachicola) and Panama City (32401). Directly inside Franklin County at 25 Island Drive (historically indexed at 171 US Highway 98 West, Suite K), Eastpoint, FL 32328 ((850) 670-1253 / (850) 519-4902, https://www.friedmanwealth.com), Friedman Wealth Management, LLC (Florida Sunbiz Document #L20000134185, co-located with Fisher & Friedman, P.A., CPAs) is led by Financial Advisor & Certified Public Accountant Mark Whitehead Friedman, CPA, PFS, AWMA® (FINRA/SEC Individual CRD #2063019, Personal Financial Specialist and Accredited Wealth Management Advisor™, registered since 1990), offering fiduciary investment advisory and brokerage services through SEC-registered Osaic Wealth, Inc. (Firm CRD #23131 / SEC File #801-33856). Because national brokerage firm Edward Jones (Firm CRD #250) maintains zero (0) physical branch offices inside Franklin County or neighboring Port St. Joe, western Franklin County retirees in Apalachicola (32320), St. George Island (32328), and Eastpoint (32328) also utilize the US-98 West fiduciary hub just 22 miles west in downtown Port St. Joe: (1) Farnsley Wealth Management, LLC (Sunbiz Doc# L10000132489, 202 Marina Dr, Ste 302, Port St. Joe, FL 32456, (850) 227-3336), led by Aaron Stephen Farnsley, CFP®, AIF®, MBA (Individual CRD #2401429 via Osaic Wealth, Inc., CRD #23131); (2) Woodrick Financial (Sunbiz Doc# L08000044649, 201 W Hwy 98, Port St. Joe, FL 32456, (855) 966-3742 / (850) 724-1369), led by Walter Lamb Woodrick, CFP® (via LPL Financial LLC, Firm CRD #6413 / SEC File #801-10970); and (3) boutique RIA San Blas Capital, LLC (Firm CRD #140971, 108 Conch St, Port St. Joe, (850) 583-5372 — Bryan K. Trochesett, CRD #4403771), alongside Panama City institutional teams CompassPoint Wealth Management Group of Raymond James (101 W 5th St, Panama City, FL 32401, (850) 785-9614; Raymond James & Associates, Inc., Firm CRD #705 / SEC #801-10418 — SVP Heather Lee McCurley Noyes, CFP®, CRD #2823741) and Trustmark National Bank Wealth Management & Personal Trust (FDIC Cert #11110, 144 Harrison Ave, Panama City, FL 32401, (850) 769-3333) (acceptsMedicaid: false).
Official Verification Sources: Friedman Wealth Management, LLC — Mark W. Friedman, CPA, PFS, AWMA® (25 Island Dr, Eastpoint, FL 32328); FINRA BrokerCheck — Mark Whitehead Friedman (CRD #2063019), Aaron S. Farnsley, CFP® (CRD #2401429) & Heather M. Noyes, CFP® (CRD #2823741); Farnsley Wealth Management (Port St. Joe) & CompassPoint Wealth Management of Raymond James (Panama City)
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA, AICPA (PFS) & College for Financial Planning (AWMA®)
Notes: Verified 2026-10-26 via FINRA BrokerCheck & Sunbiz: Mark Whitehead Friedman, CPA, PFS, AWMA® (Ind. CRD #2063019) leads Friedman Wealth Management, LLC (Sunbiz Doc #L20000134185) at 25 Island Dr (and 171 US Hwy 98 W, Ste K), Eastpoint, FL 32328 ((850) 670-1253 / (850) 519-4902), registered with Osaic Wealth, Inc. (Firm CRD #23131 / SEC #801-33856). Confirms Edward Jones (CRD #250) has 0 physical branches in Franklin County.
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board / FDIC
Notes: Verified 2026-10-26: 22 miles west of Apalachicola on US-98 in Port St. Joe (32456), retirees access Farnsley Wealth Management, LLC (202 Marina Dr, Ste 302, (850) 227-3336, Aaron S. Farnsley, CFP®, AIF®, CRD #2401429), Woodrick Financial (201 W Hwy 98, (855) 966-3742, Walter L. Woodrick, CFP® / LPL CRD #6413), and San Blas Capital, LLC (108 Conch St, (850) 583-5372, CRD #140971), plus Panama City's CompassPoint of Raymond James (101 W 5th St, (850) 785-9614, Heather M. Noyes, CFP®, CRD #2823741) and Trustmark National Bank (FDIC #11110, 144 Harrison Ave, (850) 769-3333).
Factual details and direct answers about Friedman Wealth Management, LLC — Mark W. Friedman, CPA, PFS, AWMA® (Eastpoint In-County Office — Osaic Wealth) & US-98 West Port St. Joe / Panama City CFP® Fiduciary Network (Farnsley Wealth, Woodrick Financial, CompassPoint / Raymond James & Trustmark)'s services, licensing, and credentials.
Is there a FINRA and SEC-registered wealth management advisor with a physical office directly inside Franklin County?
Yes. In addition to Centennial Financial Services / Ameriprise at Centennial Bank's four Franklin County branches, Mark Whitehead Friedman, CPA, PFS, AWMA® (FINRA/SEC Individual CRD #2063019, affiliated with SEC-registered Osaic Wealth, Inc., Firm CRD #23131) operates Friedman Wealth Management, LLC (Sunbiz #L20000134185) directly in Eastpoint at 25 Island Drive, Eastpoint, FL 32328 ((850) 670-1253), integrating CPA tax planning with fiduciary retirement management for St. George Island, Eastpoint, Apalachicola, and Carrabelle retirees.
Where are the closest Certified Financial Planner™ (CFP®) offices on the US-98 West corridor for Apalachicola retirees?
Just 22 miles west of Apalachicola on scenic US Highway 98 in downtown Port St. Joe (32456), Franklin County seniors can meet with two resident Certified Financial Planner™ practitioners: Aaron S. Farnsley, CFP®, AIF®, MBA (CRD #2401429) at Farnsley Wealth Management, LLC, 202 Marina Drive, Suite 302 ((850) 227-3336) and Walter L. Woodrick, CFP® at Woodrick Financial, 201 West Highway 98 ((855) 966-3742), or continue up US-98 to CompassPoint Wealth Management of Raymond James (Heather M. Noyes, CFP®, CRD #2823741) at 101 W 5th Street in Panama City ((850) 785-9614).
Connect with complementary legal, financial, and residential providers serving seniors in Eastpoint and Franklin County.
Franklin County Clerk of the Circuit Court & Comptroller — Probate, Guardianship & Small Estates Division (Hon. Michele Maxwell, Judge Jay Gordon Shuler, County Attorney Thomas M. 'Michael' Shuler, Esq. & 2nd Circuit Public Guardian)
Apalachicola, Franklin County
(850) 653-8861
Apalachicola, Eastpoint & St. George Island Active-Adult Coastal & FDOH Chapter 513 RV Communities
Eastpoint, Franklin County
(850) 799-1016
Franklin County In-County Senior Primary Care, FDOH in Franklin County (Apalachicola & Carrabelle), North Florida Medical Centers (Eastpoint Medical Center), PanCare of Florida, Local Pharmacies & AHCA Skilled Home Health Hub
Eastpoint, Franklin County
(850) 670-8575
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Senior Citizen Benefits in Florida →
Fiduciary CPA/PFS and CFP® retirement income planning, Social Security timing, and FRS DROP rollovers on the Forgotten Coast.
Medicare Savings Programs in Florida →
Structuring SECURE 2.0 RMDs and Roth conversions to avoid Medicare Part B and Part D IRMAA surcharges.
Centennial Bank — Apalachicola, Eastpoint, St. George Island & Carrabelle In-County Branches, Centennial Financial Services (Crowley Wealth / Ameriprise) & PeoplesSouth Bank (Apalachicola)
Apalachicola, Franklin County
US-98 / US-319 North Crawfordville & Tallahassee CFP® & SEC Fee-Only RIA Fiduciary Hub — English Financial Group (ChFC®, CASL®, CLTC®), Smith Bruer Advisors (Fee-Only RIA), Seven Hills Financial, Mariner Wealth, Morgan Stanley, Merrill Lynch & Raymond James
Carrabelle, Franklin County
OCC & Florida Chartered Corporate Trust & Coastal/Timber Estate Fiduciary Network — Capital City Trust Company & Capital City Bank (Port St. Joe & Crawfordville Branches), Centennial Bank Trust, Synovus Trust Company, N.A., Regions Bank Trust & Hancock Whitney Trust
Apalachicola, Franklin County
Franklin County In-County & 2nd Circuit Licensed CPA & Fiduciary Tax Network — Roberson & Associates, P.A. (Apalachicola & Port St. Joe — Ralph C. 'Chris' Roberson, CPA #AC0007186) & Fisher & Friedman, P.A. (Eastpoint — Laura Fisher, CPA & Mark W. Friedman, CPA, PFS) — With Shepard Accounting (#AC0030904), Carr Riggs & Ingram (#AD0016615), Thomas Howell Ferguson (#AD0015619) & James Moore & Co. (#AD0016552)
Apalachicola, Franklin 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.