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Explore the benefits
of our expertise

Welcome

You have dreams for yourself, your family, and your business. You will find through our educational philosophy; our planning process is designed to help you achieve better results without all the risk. How we accomplish that is unique. When we are engaged in your financial planning process, we look at those decisions through a fiduciary perspective. Our personalized approach and experience help us understand your current story and identify opportunities that help increase financial profitability and quality of life.

Behind the Logo

Wahby Financial Group, LLC is a full-service wealth management practice that helps clients with protection planning, wealth management and retirement planning, estate and legacy planning, business succession and exit planning, executive benefits, and philanthropy.

A colorful spinning Kaleidoscope is the logo of Wahby Financial Group, LLC, symbolizing the unique beauty in each life, and the changing emotions, needs, wants and abilities that guide people on their individual paths. The spinning bits of brilliant jewels are constantly changing shapes and colors...these are like the days of our lives. No two days are alike. No two people are alike. There is always a new way to look at life. Marcel Proust said, "The real voyage of discovery is not in seeking new landscapes, but in having new eyes." With our new eyes keenly focused on your multidimensional, ever-changing, exciting future, and our kaleidoscopic array of talent, special needs experience and economic insight, Wahby Financial Group, LLC is here to help you build wealth for life.

January of 2024 marks my 10th year anniversary of WFG.

After 24 years in corporate America, I launched Wahby Financial Group in 2014. To say it went by quickly is an understatement. So many things have changed in our lives over these last years, and we have weathered the markets, inflation, interest rate hikes, THE PANDEMIC, and the Jaguars' losing season this year when we thought the Playoffs were in the bag. My one and only daughter went off to college, which allowed me to work harder to ease my pain. I am proud to say there is only "one more year to go," and I hope she will return to Ponte Vedra. I can only pray.

I love the team we have built here, too, at WFG, and I hope you feel that we are always accessible to you. The new young professional staff member we have hired is Nina and she already impacting our office and our conversations with you. Additionally, we welcomed a new agent in training, Amy.

Four years into our practice, many of you know we got a gift from a client/friend (because all my clients are my friends), and she gave us Bear. Bear has continued to charm everyone that

walks in our doors. He has been a true gift to my family and me, and I know many of you pop in just to see him. I know you didn't stop by to see me!

Of our original dream team: Rachel had a baby boy, Cameron, who we all can't wait to spoil and take dibs on babysitting. Guzman got married to Jenny (Say What?), and he turned 50. Ashley got a new dog, Jo-Jo, as her beloved Toby, whom she had had for almost 20 years, passed away. Michele remains dedicated to helping our clients on their financial journey. Lastly, my Dad, Darrell, continues to run the office on a part-time basis as his main job is caring for Christopher, who will be 54 this year.

I want to say thank you to All of YOU who have trusted me with your families' care. I don't take it lightly that you have put your trust in us. You are beautifully different as clients, but you are the same in your thirst for knowledge and desire for protection and financial security for those you love.

Meet Our Team

Robin Wahby, CLU^®

Founder and Financial Advisor

Guzman Castro

Financial Advisor

Ashley Blume

Registered Representative

Amy Beese

Licensed Agent

Michele Olding, ChFC^®

Licensed Service Assistant

Nina Oakley-Doran

Licensed Service Assistant
Marketing Director

Darrell Griswold

Office Coordinator

Bear Wahby

Director of First Impressions

Strategic Resources

Collaborating with a team of carefully selected experts, solutions are customized to satisfy and exceed your financial goals.

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The Macro Asset Perspective^® Process

Wahby Financial Group is proud to be certified to offer the Macro Asset Perspective^® planning process. Through this unique educational approach, we can help you better plan for retirement. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective^®.

The Macro Asset Perspective^® helps you implement a balanced approach to your personal accumulation and income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies. Learn more about the Macro Asset Prospective® planning process below.

Introduction

We use a proprietary process called MAP, or Macro Asset Perspective®. In this process, our advisors deal with protection of assets, accumulation of wealth, building retirement income that cannot be outlived and leaving a lasting legacy.

The Process

During our process, first we introduce the scope of the work that we do and explain how New York Life provides products and services solutions to our clients. From there, we engage our clients in a Discovery process to uncover their objectives and current financial state.

Our Role

In this process, we act as a Problem-Solving Coordinator for our clients. We interact with the client’s team of professionals, develop action items and follow-up on those items to ensure that the plan is implemented.

Digging into the MAP

The 12 green boxes in the image to the left represent the foundation of risk management planning. From there, our certified MAP Advisors can create a more comprehensive asset allocation model of your current assets and cash flow.

“Let us be grateful to people who make us happy; they are the charming gardeners who make our souls blossom.”

-Marcel Proust-

Our Services

FAMILY PROTECTION

We help determine if you and your family is properly protected from premature death, disability, or a long-term care event.

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WEALTH MANAGEMENT AND RETIREMENT PLANNING

Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there.

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ESTATE AND LEGACY PLANNING

A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected.

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BUSINESS SERVICES

Here at Wahby Financial Group LLC, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.

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PHILANTHROPY

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden.

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SPECIAL NEEDS PLANNING

The idea of planning for a lifetime of protection for a family member or loved one with special needs is often overwhelming.

See How We Help

Our Technology Partners

» Fidelity Clearing & Custody Solutions: Custodian of your investment account

» Envestnet: Technology organization dedicated to proving digital access to your account, portfolio tools, and performance reporting.

» Envestnet PMC: Monitors the performance of the products and managers available on Envestnet.

» eMoney: Your personal financial website, courtesy of Wahby Financial Group. This is the main financial planning software we use that will also aggregate all external accounts. Some examples include:

✔ Asset and Liabilities Assessment

✔ Income and Expense Analysis

✔ Cash Flow Projections

✔ Tax Planning Expertise

Our Community Involvement

We believe in our community, and people supporting people. The Wahby Financial Group team supports many of our local non-profit organizations such as:

Angelwood Inc

BEAM

Girls of Virtue

Jim & Tabitha Furyk Foundation

Wolfson Children Hospital

ARC in Jacksonville Beach

Beaches Boys and Girls Club

Jacksonville Women's Network

Netsanet Orphanage in Africa

Rethreaded

Women’s Giving Alliance

Beach Community Kitchen

Beaches Habitat

Jacksonville Chamber of Commerce - Beach

Oceanside Rotary

USO

“The real voyage of discovery consists not in seeking new lands but seeing with new eyes.”

-Marcel Proust-

Newsletters

THE EAGLE

EDGE

Launch Newsletter

WAHBY FINANCIAL

GROUP DIGEST

Launch Newsletter

Our Team Around Town

Dancers at the St. Jude's 2024 Spanish Street Fiesta.

The Wahby Team at the 2024 New York Life Jacksonville General Office Awards,
where Robin was awarded the 2023 Jacksonville's General Office's Agent of the Year