Jeff McDermott, CFP®, CSLP®
Creating your ideal future one dollar at a time.
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Create Wealth Financial Planning, LLC
Jeff McDermott, CFP®, CSLP®
Jacksonville, FL
Serving Clients Nationwide
Creating your ideal future one dollar at a time.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Cash Flow
- Inherited Wealth
- Investment Management
- Retirement Planning
- Student Loan Advising
About Jeff McDermott, CFP®, CSLP®
Hi, I'm Jeff McDermott.While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high school, my career helping individual investors began in 2003.
After spending time managing a branch office for a large online brokerage firm, I went to work for one of the nation's largest retirement plan providers as an advisor providing comprehensive financial planning advice for high net worth clients. Over time I have gained two decades of experience evaluating investments, retirement plans, insurance offerings, and many of the complicated elements of your financial life you may be struggling with. In 2016 I completed the requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation.
I always had a vision for a firm dedicated to helping people become financially independent, not just helping those who are already there. In 2020 I founded Create Wealth Financial Planning to help individuals and families make positive financial decisions earlier in the planning process. These decisions can compound positively for decades into the future. I added the Certified Student Loan Professional™ (CSLP®) designation in 2021 to allow me to focus in on clients with unique student loan needs.
In between client meetings I like to keep a clear head playing piano - usually classical or rock songs, or weightlifting out in the garage and getting myself ready for my next competition. My wife Michele and our two wonderful daughters (and our dog Pie) live in Saint Johns, Florida and love spending time with family and friends, a quick trip to St. Augustine or to the beach, and cheering on our favorite sports teams.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Student Loan Professional (CSLP)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
13241 Bartram Park Blvd Unit 605C, Jacksonville, FL 32258
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Create Wealth Financial Planning, LLC
Young Professionals, Young Families, Gen X and Gen Y don't always have access to the same quality of financial planning those who have already accumulated a sizable nest egg do. At Create Wealth Financial Planning (CWFP) we work with you to define the ideal life you want for yourself and those around you and to put a solid plan in place earlier in life to make those dreams a reality.Everyone who works with Create Wealth Financial Planning starts with a comprehensive financial plan (with the exception of Student Loan only plans). A comprehensive financial plan forms a basis for all initial financial planning recommendations, and all future review and monitoring of your unique situation. Your comprehensive financial plan is your road map for how to get from where you are today to where you want to be in the future.
Comprehensive planning starts by defining your unique needs, wants, and wishes that you have for yourself and the other important people in your life. This is how we know where you want to go on your financial journey.
WHO WE WORK WITH
The first step is determining if Create Wealth Financial Planning is the right fit for your needs. While every one of our clients has their own unique goals, aspirations, and challenges, they will typically exhibit some of the following characteristics:
✅ Gen X or Y: Somewhere in Gen X or Gen Y (25 - 50 years old). You may have a young family you are planning for.
✅ Career Growth: Working your way up in your career, with some income now to start putting towards your financial goals.
✅ Working through Debt: You may have student loans or other debt you are working through.
✅ Small Business Owners: Tax and retirement savings strategies to allow small business owners to plan for the future while growing their business.
If any of these describe you, schedule a quick introduction at no cost to allow us to learn more about each other.
Education
University of Central Florida, B.S.B.A., Finance | UCF College of Business, MBA, Finance
Hobbies and Interests
- Beach
- Cooking
- Exercising
- Family
- Football
- Golf
- Grilling
- Music
- Reading
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Highly knowledgeable and qualified wealth advisor
✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
when we found Jeff we had no plan to follow toward our retirement goals. We knew at the first meeting that he would be able to help us. He helped us make a plan and gave us expert advise on what to do to be able to retire comfortably. He is honest, reliable and we would highly recommend him!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Life Changing!
✅ Wealthtender Certified Advisor Review™
Jan 21, 2025
Jeff was beyond amazing and made a big life transition seem possible. Jeff was kind, patient, empathetic, and very knowledgeable in answering all my financial questions. When I first came to him, I had minimal confidence in my financial situation and whether I was on the right track. He did an excellent job of providing great foundational knowledge, showing me the feasibility of different goals, and helping me see what steps I would need to take to get there. As a 30- something, I cannot recommend Jeff enough to those who are figuring out the paths toward home buying, supporting a family, work transitions, or being prepared for retirement. Eternally grateful.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Proud to know and recommend Jeff
✅ Wealthtender Certified Advisor Review™
Dec 11, 2024
Jeff is a world-class advisor with whom I feel fortunate to work with. I feel confident asking him about large and small financial decisions. He is incredibly thorough and willing to dig into the details that impact the big picture - things like healthcare coverage for our family, how to spend bonuses wisely, saving for short-term financial goals, tax planning, and investing for retirement. We are proud to recommend him to others, as he is knowledgeable, responsive, and very good at what he does!
Relationship to Financial Advisor: Client as of Dec 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great resource and advisor
✅ Wealthtender Certified Advisor Review™
Nov 19, 2024
Jeff has been great to work with and is always quick to answer questions and provide guidance and direction when needed. We thought we were on the right path already but Jeff really helped us define our goals and get us moving in the right financial direction. Would not hesitate to highly recommend him to anyone.
Relationship to Financial Advisor: Client as of Nov 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Well Worth The Investment
✅ Wealthtender Certified Advisor Review™
Jul 31, 2024
Jeff helped get us on track with spending, budgeting, and saving, and helped provide us with the tools we needed to make progress towards our goals. He exhibited excellent communication skills, did research on things we didn't know where to find information on, provided clear, concise presentations of his finding, and thoroughly informed us of how our decision making with rather ambiguous details from us would impact our financial plans. I highly recommend working with Jeff if you need advice on how to take control of your finances, learning how to manage your money, make wise investment decisions, and work toward your goals. Jeff is also very personable, and you can be sure to have a positive interaction with him. Money well spent!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An Exceptional Financial Planner Who Truly Cares About His Clients
✅ Wealthtender Certified Advisor Review™
May 1, 2024
I highly recommend Jeff as a financial planner. His extensive experience, impressive qualifications, and genuine dedication to helping people achieve financial independence set him apart in the industry.
With nearly two decades of experience evaluating investments, retirement plans, and insurance offerings, Jeff has the knowledge and expertise to navigate even the most complex financial situations. His CERTIFIED FINANCIAL PLANNER™ and Certified Student Loan Professional designations demonstrate his commitment to staying up-to-date with the latest financial strategies and solutions.
What I appreciate most about Jeff is his approachable and caring demeanor. He takes the time to understand each client's unique goals and challenges, and develops personalized plans to help them make positive financial decisions early on. His focus on helping individuals and families become financially independent, rather than just catering to those who are already wealthy, is a testament to his integrity and passion for his work.
Beyond his professional achievements, Jeff is a cool individual with diverse interests. From playing classical and rock piano to weightlifting and public speaking, he brings a clear and focused mind to his client meetings. As a family man himself, he understands the importance of balancing financial planning with enjoying life's precious moments. I enjoy all our meetings and all his stories!
If you're looking for a trusted advisor who will put your best interests first and help you create a solid financial foundation for your future, I wholeheartedly recommend Jeff at Create Wealth Financial Planning.
Relationship to Financial Advisor: Business Partner
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Peachie occasionally may assist my clients with recommended insurance needs.
Outstanding review of Jeff McDermott, CFP,CSLP
✅ Wealthtender Certified Advisor Review™
Apr 24, 2024
My husband and I have been clients of Jeff's for approximately 3 years and by far this has been the smartest financial move we've ever made. Jeff takes the worry and hard work out of personal finances. He is extremely communicative and places our financial interest as his top priority.
He is always there for us. He is a family man and is well versed in the world of finances, both in maintenance of money and throughout our retirement years. You will be doing yourself a disservice if you don't consider his valuable advice and services.
Relationship to Financial Advisor: Client as of Apr 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Peace of mind for your financial future
✅ Wealthtender Certified Advisor Review™
Feb 26, 2024
With so many people out there who want provide financial services it can be overwhelming to select someone who is not only competent, but also trustworthy. Fortunately, you get both of these important traits with Jeff and much more.
Jeff is easy to talk to, asking intelligent questions throughout the process to fully understand your financial goals, responsive, thorough, and passionate about helping his clients. By the end of our planning process we felt much more confident based on the scenarios and plans Jeff was able to produce. We'd highly recommend anyone in need of financial services to reach out to him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Best in Class Financial Advisor, Jeff McDermott, CFP,CSLP
✅ Wealthtender Certified Advisor Review™
Dec 11, 2023
Jeff McDermott is simply best in class for financial advisor services. He is very detailed oriented and dedicated to creating the right plan for each client. Extremely customer focused. Highly recommend.
Relationship to Financial Advisor: Client as of Dec 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I brag about Jeff to my friends
✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
Jeff has been invaluable to me so far as a financial advisor. He is an excellent communicator, reliable, considerate, and helpful, and generous with his time and energy. I feel confident about his ability to manage my money and look after my financial interests. I can't say enough good things about him.
Relationship to Financial Advisor: Client as of Nov 28, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jeff is a true financial advisor, and has managed with excellence.
✅ Wealthtender Certified Advisor Review™
Nov 28, 2023
We have challenged Jeff with a variety of questions and goals over the last year, and he has been a wise and helpful advisor with patience and sound advice.
Relationship to Financial Advisor: Client as of Nov 28, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Someone I can Trust
✅ Wealthtender Certified Advisor Review™
Nov 22, 2023
I have been a DIY investment guy for the past 25 years, partially because I really enjoy it, but also because I never felt comfortable that an advisor would have my best interests at heart. Then I meet Jeff through a family member and learned how he is a true fiduciary both legally and more importantly because of his integrity. This became obvious as we worked together to consolidate my many retirement accounts that were spread out over several companies. Long story short, he advised me to move the largest account worth almost a million into my company 401k rather than an account he would receive commission, because the 401k fees were lower. I trust actions more than words and this showed me everything I needed to see. Thank you Jeff and I look forward to a long relationship together.
Relationship to Financial Advisor: Client as of Nov 22, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Helped us define a plan
✅ Wealthtender Certified Advisor Review™
Nov 22, 2023
We've been working with Jeff for over two years now and he's been amazing for us. Getting married, starting a family and combining lives is stressful enough so having someone be able to help us make smarter decisions with our money has been a lifesaver. We took a very passive approach to investing previously because candidly we felt a bit lost with all the options available to us. Jeff helped simplify it for us and catered a plan specifically to what we were looking for as we grew our family. Can't thank him enough and definitely go to sleep at night not worrying about what we should be doing with our investments anymore.
Relationship to Financial Advisor: Client as of Nov 22, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High recommendations for fianincal planning and wealth managment
✅ Wealthtender Certified Advisor Review™
Nov 20, 2023
I have been working with Jeff as my financial advisor, and I couldn’t be happier with the results. Jeff’s knowledge and expertise in the financial industry are truly impressive. He took the time to understand my specific financial goals and created a tailored plan that aligned perfectly with my needs.
What sets Jeff apart is his ability to explain complex financial concepts in a way that is easily understandable. He patiently answers all my questions and makes sure I feel confident in the decisions we are making together. Jeff is always available to address any concerns or provide guidance, which makes me feel supported and valued as a client.
Overall, I highly recommend Jeff as a financial advisor. His expertise, dedication, and personalized approach make him a trusted partner in achieving financial success.
Relationship to Financial Advisor: Client as of Nov 20, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Now is the best time to start working with Jeff
✅ Wealthtender Certified Advisor Review™
Nov 19, 2023
I don't know who I appreciate more- my kids who recommended Jeff or Jeff for wrangling my finances for an early-ish retirement! Jeff's patience with our 10,000 questions, his overall understanding of our financial picture and his ability to present it with such clarity has changed the dread of finances to a bit of a thrill. Highly recommend him to help navigate a path to financial goals and ease. I only wish I had him 30 years ago!
Relationship to Financial Advisor: Client as of Nov 19, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
High Praise
✅ Wealthtender Certified Advisor Review™
Nov 18, 2023
Jeff deserves high praise. He's consistently demonstrated thoroughness, responsiveness, and showcased exceptional knowledge of not only the marketplace, but our personal financial plan. Beyond reliable choice for anyone seeking expert financial guidance. HIGHLY recommend.
Relationship to Financial Advisor: Client as of Nov 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Planning of the Future
✅ Wealthtender Certified Advisor Review™
Nov 18, 2023
This is not your parents financial planning. Jeff takes a contemporary approach to financial planning that is refreshing and serves your needs in a new way. Jeff has listened to our aggressive goals and has given us the advice and assistance we need to be well on our way to achieving them. We highly recommend.
Relationship to Financial Advisor: Client as of Nov 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tailored, thorough, and quality advisory
✅ Wealthtender Certified Advisor Review™
Nov 17, 2023
We’ve been working with Jeff for past two years and he helped us create and manage a financial plan. He crafted an investment portfolio around our goals and values and has enthusiastically dug into every question (mortgage, healthcare, estate planning, etc.) we’ve had. Highly recommend!
Relationship to Financial Advisor: Client as of Nov 17, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent financial advisor
✅ Wealthtender Certified Advisor Review™
Nov 14, 2023
Jeff at Create Wealth has done an amazing job really listening to our financial goals and helping us take steps to achieve them! He has helped us with diversifying our portfolio, come up with plans to aid in debt management, and retirement and life planning.
Relationship to Financial Advisor: Client as of Nov 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Expertise & Follow Up
✅ Wealthtender Certified Advisor Review™
Nov 14, 2023
We have been working with Jeff for about 2 years. We had never worked with a financial advisor and he helped us evaluate our current financial situation and develop a plan for short term and long term financial goals. Over the past 2 years, he has regularly checked in to make sure our plan is still applicable and modify when needed. I would highly recommend Jeff to anyone looking for an honest and knowledgeable advisor.
Relationship to Financial Advisor: Client as of Nov 14, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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