rivercapital jacksonville
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Separate yourself from the herd of same-minded investing strategies.

Clients Trust Our Jacksonville-Based Private Wealth Management Firm

As a well-known and respected private wealth management firm, our Certified Financial Planners manage assets internally, and they have earned the trust of our individual and family clients since 1998. Based in Jacksonville, we’re grateful to serve clients all over the United States, including California, Colorado, Georgia, New York, North and South Carolina, Ohio, Oregon, Texas, Tennessee, and Utah.

Financial Performance

Financial Performance

At Riverplace Capital we hold ourselves to high performance standards and frequently meet or outperform industry benchmarks.

Investment Experience

Investment Experience

We have one century of combined investment experience and have been serving clients for 22 years.

Tax Protection

Tax Protection

We select individual securities that are more tax efficient than many financial products, planing the timing for buying and selling to best meet your tax needs.

Money Management

Money Management

We don’t farm out your portfolio or hire other firms. You work directly with the people managing your money, not an intermediary.

Independence

Independence

The firm’s Lonely Bull Moniker reflects our independence of thought and unique approach to investing.

Weekly Lonely Bull Blog

Cutting the Head Off

Just like a good bartender cutting off the frothy head of a newly poured beer, investors are now cutting off the frothiness of recent market action. It got a little crazy with money plowing into some already ridiculously valued stocks just because they were going up. Momentum begot momentum! Then it didn’t. The correction catalyst […]

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Lonely Bull in the News

Charita BULL Giving

The Florida Ballet Nutcracker – Discount Code GROUP50

We invite all Riverplace Captial colleagues, staff, and clients to join us for this annual holiday performance. An exclusive 50% discount is available to Riverplace Capital contacts.  Visit https://floridaballet.myboxoffice.us Choose your performance and desired seats. After choosing, enter GROUP50 in the Coupon Code Box and click on validate prior to entering customer information. Friday, December 17, 7:30 pm Saturday, December 18, 2:00 pm [...]

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Who we are

Founded in 1998, Riverplace Capital is a private wealth management firm located in Jacksonville, Florida. We offer a full array of financial resources and specialties in Investment Management, Business Ownership, Real Estate, and Family Office services.  A fiduciary Registered Investment Advisory firm, we provide discreet, personalized, and individually tailored financial services to long-term investors. Read More »

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The Importance Of A Financial Plan And How You Can Get One At No Cost

This past year has been one for the history books, and one key takeaway is the importance of having a financial plan.  No one knows when the next crisis, recession, or unexpected event may arise.  Did you know that according to Charles Schwab, only 25% of Americans have a financial plan?  We have plans for so many things in our lives, whether it’s planning for something as simple as your day, planning your next vacation, or even your evacuation in case of a threat to your home.  Since we plan for many things in our lives, why do so many Americans not have a financial plan?  Is a financial plan even necessary?