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Highland Investment Advisors – Ponte Vedra, Florida Office

Rooted in Florida, Serving Clients Nationwide

Founded in 2006, Highland Investment Advisors began its journey in Ponte Vedra, Florida, where our commitment to integrity, independence, and client-first service still defines everything we do. Our office at 466 Town Plaza Ave, Suite 320, Ponte Vedra, FL 32081 (inside Nocatee Town Center) welcomes clients seeking personalized, fiduciary financial guidance.



Led by Beverly Whitman, CPA, CFP®, our Florida team provides the same high level of transparency, discipline, and compassion that has defined Highland since day one. We’re proud to serve clients across Florida—from Jacksonville to St. Augustine and beyond—with holistic financial planning built on trust and education.

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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 Ave, Suite 320, Ponte Vedra, FL 32081

Phone:

(904) 280-4401

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