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Discover Intelligent Planning For A Smarter Tomorrow

Shrewd financial advice and savvy wealth strategies are just the beginning. As your fiduciary and financial advisor, we help you navigate everchanging financial markets, build wealth and protect your financial future.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

Meet Our Team

At St. John's Asset Management, independence means that we have the client - and only the client - in mind.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Us

St. Johns Asset Management, LLC was established to provide independent advice and comprehensive solutions to individuals and businesses wanting to work toward financial success. We’re honored to be a resource to our clients and all that our advisory relationship entails.

Connect With Us
Andrea  Gottfried

Andrea Gottfried

Client Service Specialist

386-385-5915

386-385-5916

James Neshewat

James Neshewat, J.D.

Financial Advisor and Fiduciary

386-385-5915

386-385-5916

Zachary Cohen

Zachary Cohen

Financial Advisor and Fiduciary

386-385-5915

386-385-5916

<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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<p>An Inside Look at Retirement Living</p>

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More
<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More

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