Hunter Kelly, CFP®

Helping medical and legal professionals spend time on the things they value

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Palm Valley Wealth Management Hunter Kelly, CFP®
Ponte Vedra Beach, FL

Serving Clients Nationwide

Helping medical and legal professionals spend time on the things they value

8 Certified Advisor Reviews™
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Areas of Focus

  • Cash Flow
  • Emergency Savings
  • Equity Compensation Options
  • Estate Planning
  • Fertility Challenges
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi. My name is Hunter Kelly, CFP®. I founded Palm Valley Wealth Management to help clients experience real financial planning.

I genuinely believe that financial planning should be advice driven, not product driven. I strive to look at a clients whole story and strategically help plan for the future by giving the expert advice base on their goals and Values.

Before creating PV Wealth, I spent 6 years working directly with clients at a large traditional firm. In this time, I earned my CERTIFIED FINANCIAL PLANNER ™, and worked directly with clients to help them meet their goals.

I currently reside in St. Augustine, Florida with my wife, Emily, and two children, Lucas and Leah. My hobbies include grilling, spending time outdoors with my family, and getting together with friends.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • XY Planning Network

Primary Location

425 Town Plaza Avenue, Ponte Vedra, FL 32081

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute 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 our Firm

In these uncertain times, being in control of your money is more important than ever before. It breaks our hearts to think of families unable to take care of themselves and the generations that come after.

You deserve to know that your money is working for you, growing, and will live longer than you do! With Palm Valley Wealth Management, we guide you along the way to make sure that you’re investing smart and building a legacy.

WHO WE HELP

At Palm Valley Wealth Management, we serve mid-career professionals, with specialization in the medical and legal fields, plus couples nearing retirement, including individuals and couples in the Nocatee, Florida area.

✔️ Mid-Career Professionals: Individuals or Families with a household income of >$200k who meet one (or more) of these criteria are a good fit: Have kids | Partnership opportunities through employer | Equity compensation through employer | Recently graduated residency | Have $100k or more in student loans

✔️ Couples Nearing Retirement: You're a good fit if you have $500k + in investable assets and meet one or more of these criteria: 2- 5 years away from Retirement | Concentrated employer stock | Concerned about income in retirement | Worried about taxes in retirement

Education

University of North Florida, Bachelor of Education (B.Ed.), Biology, General

Hobbies and Interests

  • Beach
  • Cooking
  • Exercising
  • Family
  • Football
  • Grilling
  • Hunting
  • Running
  • Woodworking
  • Working Out

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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The Best Financial Planner who understands and cares

✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
We couldn’t be more pleased with Hunter and his wealth of information to help us understand the concepts of our financial planning. He cares about our future and wants to make sure we are provided for as we get older and further into our retirement. Hunter keeps us on top of our finances and is always available when we have questions. We have known and worked with Hunter for over 5 years and are looking forward to continuing a profitable future working with him. We highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ron and Phyllis Lloyd
Ron and Phyllis Lloyd

Patient and understanding!

✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
Highly recommended! Hunter is not pushy, aggressive or impatient as I interviewed and navigated hiring a financial adviser. He helped me understand the value of an advisor and walked me through how it all worked and what I was to expect moving forward. He decided to leave his previous corporate company and start his own. Being an entrepreneur myself, I was excited for him and looking forward to see what he could do on his own. My financial situation is not all that complicated, but he is attentive, available and pleasant each time we talk. Thank you for helping me grow my wealth!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tessa Manton
Tessa Manton

Encouraging yet realistic

✅ Wealthtender Certified Advisor Review™
Jun 1, 2024
We have been with hunter for 3 years. He asked us about our goals and helped us map out a plan. He is encouraging with where to make cuts and help us reach our goals. He also lets us know when we need to re-look at our plan and adjust if needed. He is personable and very upstanding. We would recommend him to friends.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy Paul
Amy Paul

A truly excellent financial advisor in difficult times

✅ Wealthtender Certified Advisor Review™
May 31, 2024
I'm glad that I was introduced to Hunter through a mutual friend. He was instrumental in helping me begin my understanding of many different financial concepts. I honestly don't think I'd be where I am without his guidance and wisdom.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eric
Eric

Great advisor

✅ Wealthtender Certified Advisor Review™
May 29, 2024
Hunter has great financial knowledge and works well with clients in all phases of life. He listens to your needs and goals and offers strategies to meet and exceed. Very timely to return calls and emails.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Laura
Laura

We love Hunter!

✅ Wealthtender Certified Advisor Review™
Mar 8, 2024
My family has been working with Hunter for years and we are so happy! Hunter is easy to talk to, always responsive, and truly has your best interests in mind. Our investments are in good hands and I never have to worry about things because Hunter has it covered!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amanda
Amanda

Highly recommend!

✅ Wealthtender Certified Advisor Review™
Mar 7, 2024
My husband and I have been working with Hunter for several years and have been very pleased! He is always available and willing to answer all questions with top advice! His expertise allows me to work my profession while he advises investment and retirement planning. I completely trust him and feel very confident with his management and advice! I highly recommend!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jane
Jane

Peace of mind

✅ Wealthtender Certified Advisor Review™
Feb 22, 2024
I’ve been using Hunter since 2017 (7+ years). My wife and I have regular check ins with Hunter and review our near and long term goals annually. If you fail to plan, you plan to fail. Working with Hunter to come up with a financial plan has been a huge blessing.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cameron
Cameron