McKinley & Associates

Phone Icon (904) 834-2579
(877) 771-6526

Hours: Monday - Friday, 8 a.m. - 5 p.m.

814 A1A N, Suite 208
Ponte Vedra, FL 32087

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Our Services

Wealth and Estate Planning

Wealth and Estate Planning

Professional Practices

Professional Practices

Charitable and Legacy Planning

Charitable and Legacy Planning


Wealth and Estate Planning


Estate planning is a means of creating significance. It is the ability to leave a lasting legacy to both your family and community. Passing your wealth on to your heirs or charitable organizations through your estate requires more than just a will.

If your goal is to protect your assets from the unexpected and unintended risks while making sure you are compliant with applicable laws and regulations, then you need the insights and information that will secure your estate for your family's future.

McKinley & Associates specializes in estate and business planning, wealth management and preservation, and asset protection. We offer wealth preservation and asset protection seminars on a quarterly basis throughout the year that are updated as estate planning strategies and laws change. Our estate and business planning seminars focus on sophisticated asset allocation and the basic principles of wealth preservation for current and future generations.

Planning, Estate Planning in Jacksonville, FL

It is vitally important for you to properly structure and regularly review your estate and business plan to be sure it addresses your goals and your family's needs. Proper estate and business planning avoids the pitfalls of probate and ensures that your estate actually gets to those individuals or charities you wish.

We are very proud to be members of the National Institute of Certified Estate Planners.


Professional Practices


Most practices have relationships with a collection of professionals, including attorneys, accountants, management consultants, investment advisors, and insurance agents. Despite their combined expertise, there is frequently a lack of coordination and integration in the various components of one's personal and professional financial picture. Our goal is to provide each client with complete and integrated services based on their individual needs and objectives, and to coordinate all components of the client's life into a living plan that will meet their goals.

We also advise attorneys, physicians, and other professionals on the importance of disability insurance and how it protects them, their families and their future from suffering financial disaster if an unexpected illness or injury occurs. Many people think disability insurance is expensive, but it's cheaper than you think and remember, all premiums are pretax, making the impact on your take home less than the actual premium.

We answer questions about whether our client's wealth accumulation, asset protection, retirement planning, risk management, and estate planning will provide the benefits and outcomes they desire for themselves and for their families. This firm is uniquely positioned to provide custom services to physicians by virtue of our education, training, and experience.

Our team is always happy to discuss your needs, so be sure to contact us today to get started.

Employees, Federal Programs in Jacksonville, FL


Charitable and Legacy Planning


We encourage and work with our clients to support charitable giving to worthy organizations of their choosing. Through this service we maximize benefits to the recipients, while also providing current financial and estate planning benefits to the client. Some of the organizations our clients and McKinley and Associates have chosen to support include:

  • Million Dollar Round Table Foundation
  • Soccer For Good Foundation
  • Coaches Honor
  • Ponte Vedra Presbyterian Church
  • Children's Miracle Network
  • Jacksonville University
  • Florida State University
  • Chipola College (Marianna, FL)
  • First Baptist Church of Marianna
  • Alan Nease High School
  • Bolles High School
  • United Way
  • US Soccer Foundation
  • FC Jax Web.com Destroyers
Teamwork