Broker Check


At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Robert D Markwalter II ChFC, REBC, CLTC

Financial Advisor

(904) 296-0209

(904) 296-4243

I am a Financial Advisor that specializes in personal, business and executive benefits planning. I have over 20 years experience and am licensed as a ChFC (Chartered Financial Consultant) and REBC (Registered Employee Benefits Consultant).
Read more

Ambia Peoples

Financial Representative


Ambia Peoples began working in the financial services area after graduating magna cum laude from Old Dominion University in Virginia. She was designated a Professional Financial Planner by ODU's College of Business and Public...

Read more

Have a Question?

Thank you! Oops!