Whitman Wealth Management, operating as the St. Johns County private client division of SEC-registered fee-only fiduciary Highland Investment Advisors, LLC (CRD #141694, SEC File #801-120113), provides CPA-integrated retirement income planning and institutional portfolio management from Nocatee Town Center in Ponte Vedra (32081). Led locally by Private Client Advisors Beverly Patrick Whitman, CPA, CFP® (CRD #6264375) and Mark Whitman, CFP®, the practice serves retirees across Del Webb Ponte Vedra, Del Webb Nocatee, and coastal St. Johns County with multi-year Roth conversion modeling, Required Minimum Distribution (RMD) sequencing, Medicare Part B and Part D IRMAA surcharge mitigation, Continuing Care Retirement Community (CCRC) entrance-fee liquidity analysis for Vicar's Landing and Westminster St. Augustine, and tax-aware estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Highland Investment Advisors, LLC (CRD #141694); SEC IAPD Individual Profile — Beverly Patrick Whitman, CPA, CFP® (CRD #6264375); Whitman Wealth Management / Highland Investment Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-120113; fee-only fiduciary Registered Investment Adviser operating in Nocatee Town Center as Whitman Wealth Management at 466 Town Plaza Avenue, Suite 330, Ponte Vedra, FL 32081.
Issuer: CFP Board / SEC
Notes: Led in Nocatee / Ponte Vedra by Private Client Advisors Beverly Patrick Whitman, CPA, CFP® (CRD #6264375) and Mark Whitman, CFP®.
Factual details and direct answers about Whitman Wealth Management (Highland Investment Advisors, LLC)'s services, licensing, and credentials.
Is Whitman Wealth Management in Nocatee a fee-only fiduciary advisor?
Yes. Whitman Wealth Management operates under Highland Investment Advisors, LLC (CRD #141694, SEC File #801-120113), an SEC-registered fee-only fiduciary investment adviser. The firm does not accept commissions from annuities or insurance products and is legally bound to act in clients' best interests at all times.
How does Beverly Whitman's dual CPA and CFP® background benefit St. Johns County retirees?
By combining Certified Public Accountant (CPA) tax expertise with Certified Financial Planner™ (CFP®) retirement distribution modeling, the firm helps Nocatee and Ponte Vedra seniors coordinate multi-year Roth conversions, minimize taxation on Required Minimum Distributions (RMDs), avoid Medicare IRMAA premium brackets, and evaluate CCRC tax deductions at Vicar's Landing.
Where is Whitman Wealth Management located in Ponte Vedra / Nocatee?
The office is located inside Nocatee Town Center at 466 Town Plaza Avenue, Suite 330, Ponte Vedra, Florida 32081, minutes from Del Webb Ponte Vedra and Del Webb Nocatee.
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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.