Excalibur Financial Services, LLC Email Format

Financial ServicesFlorida, United States0-1 Employees

Excalibur Financial Services, LLC is a financial services firm based in Jacksonville, Florida. It serves affluent individuals, including business owners, executives, medical professionals, and retirees, coordinating with a network of professionals such as CPAs, attorneys, bankers, and investment and insurance brokers. As a small firm, it manages capital across traditional and alternative investments with a disciplined, long-term approach that emphasizes diversification and risk management.

Its services are designed to help clients meet financial objectives across accumulation, transitions and retirement, and wealth transfer through asset management. The firm's process follows five steps: analyze the current position, plan a diversified portfolio, formalize an investment policy, implement the strategy, and monitor the portfolio.

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