Homesley Wealth Management is a dual CPA- and CFP®-led tax, accounting, and fiduciary retirement planning practice located at 590 Wells Road, Suite 4 in Orange Park, Clay County, Florida (32073). Founded and led by Principal Gregory Homesley, CPA, CFP® (CRD #4815333, with fiduciary investment advisory services offered through SEC-registered Cambridge Investment Research Advisors, Inc., CRD #134139, SEC File #801-63930), the firm integrates year-round Certified Public Accountant tax preparation and planning with Certified Financial Planner™ portfolio management for Clay County retirees, small business owners, retired military officers, and Florida Retirement System (FRS) participants across Orange Park, Fleming Island, Middleburg, and Oakleaf.
Official Verification Sources: SEC IAPD Individual Profile — Gregory Homesley, CPA, CFP® (CRD #4815333); SEC Investment Adviser Public Disclosure — Cambridge Investment Research Advisors, Inc. (CRD #134139); Homesley CPA & Wealth Management Official Website
Issuer: CFP Board / Florida Board of Accountancy / SEC / FINRA
Notes: Founded and led by Gregory Homesley, CPA, CFP® (CRD #4815333) at 590 Wells Road, Suite 4, Orange Park, FL 32073.
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-63930; fiduciary investment advisory services offered through Cambridge Investment Research Advisors, Inc.
Factual details and direct answers about Homesley Wealth Management (Greg Homesley, CPA, CFP®)'s services, licensing, and credentials.
How does Greg Homesley's dual CPA and CFP® background benefit Orange Park and Clay County retirees?
Because Gregory Homesley (CRD #4815333) is both a licensed Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®) offering fiduciary advisory services through SEC-registered Cambridge Investment Research Advisors, Inc. (CRD #134139, SEC File #801-63930), retirees receive unified tax return preparation, RMD and Roth conversion tax modeling, Medicare IRMAA bracket control, and portfolio management under one roof.
Can Homesley Wealth Management advise on Clay County senior and veteran tax exemptions?
Yes. The firm helps relocating and longtime Clay County seniors coordinate Florida domicile, the $50,000 Homestead Exemption and Save Our Homes portability through the Clay County Property Appraiser in Green Cove Springs, and federal tax deductions for CCRC medical expenses at communities like Penney Retirement Community.
Where is Homesley Wealth Management located in Orange Park?
The office is located at 590 Wells Road, Suite 4, Orange Park, Florida 32073, convenient to Orange Park, Fleming Island, Oakleaf Plantation, and Middleburg.
Connect with complementary legal, financial, and residential providers serving seniors in Orange Park and Clay County.
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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.