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Independent Wealth Advisors Dedicated to Protecting Your Legacy

Institutional-level expertise with boutique-level care.

Who we Serve

With offices in Saint Augustine and Jacksonville, we serve clients across the United States and internationally. Our clients include:

  • Business owners and entrepreneurs
  • Families with multi-generational wealth
  • Foundations and trusts
  • Retirees and high-net-worth individuals
Wealth Management

Wealth Management

Family Offices

Family Office Services

Business Owners Advisory

Meet Our Team

Our Team

Access a team of experts, including a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and a board-certified estate attorney—committed to stewarding your wealth with excellence.

Tom Haggerty, CFA

John R. Ginn, JD image

John R. Ginn, JD

Stephen Kyle, CFP®, RICP®

Scott M Patrou Image

Scott M. Patrou, Esq.

Jonathan Hermes Image

Jonathan Hermes, Esq., B.C.S.

Our Values

Transparent, fee-only guidance with no commissions.

Giving back to clients, families, and communities.

Institutional-level expertise with boutique-level care.
Protecting and growing what matters most to you.

Expertise paired with integrity.

A parable is a story that imparts wisdom. The 37th parable is the “Parable of the Talents” that Jesus shared with his apostles explaining how to faithfully steward all that is entrusted to us. In the end, every retirement tells a story. Let Parable help yours be a successful one.