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Highland Investment Advisors – Ponte Vedra, Florida Office

Welcome to our Ponte Vedra, Florida location

Founded in 2006 in Wisconsin, Highland Investment Advisors expanded into Florida in 2020. Today, our firm is headquartered in Ponte Vedra at 466 Town Plaza Ave., Suite 330, inside Nocatee Town Center. This office brings our client-first approach to the First Coast in a convenient, welcoming setting.



Our Florida team includes Adam S. Drake, CFA, our owner, Beverly Whitman, CPA, CFP®, Mark Whitman, CFP®, Anastasiya (Ana) Kolodiy, and Allison Alexis. Together, they serve clients across Florida, from Jacksonville to St. Augustine and beyond, helping families and retirees make informed financial decisions and plan with confidence.

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A Fiduciary Approach You Can Trust

At Highland, we believe successful financial planning starts with a relationship—not a product. Our fee-only fiduciary structure ensures that every recommendation we make is driven by your goals, not sales commissions.


We provide guidance tailored to your needs, whether you’re:


  • Retiring in Florida and seeking tax-efficient income strategies
  • Managing investment portfolios for growth and preservation
  • Coordinating estate and trust plans with Florida attorneys
  • Planning charitable or legacy goals for your family

Our Ponte Vedra Services

Financial Planning

Aligning your finances with your values and lifestyle

Wealth Management

Tailored portfolios with disciplined, transparent oversight

Retirement Planning

Transitioning confidently into your next chapter

Tax Planning

Strategies to minimize taxes and optimize returns

Estate Coordination

Protecting your legacy and ensuring your wishes are honored

Deep Local Roots, National Expertise

Our Ponte Vedra office shares an address with our sister company, Whitman Wealth Management DBA Highland, reflecting a strong local foundation and trusted reputation in the Florida financial community. Together, we’ve helped hundreds of families achieve clarity, peace of mind, and long-term financial confidence.

Address:

466 Town Plaza Avenue, Suite 330, Ponte Vedra, FL 32081

Phone:

(904) 436-5223

Hours: 

Monday–Friday, 8:30 AM – 5:00 PM

Let’s plan your future together.

Schedule a meeting or call today to speak with one of our fiduciary advisors.

Start Your Plan