Ponte Vedra Beach · Est. Florida

Protect what
matters most
for generations

Independent legal and financial counsel for families who value discretion, continuity, and outcomes that endure beyond a single season.

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Our Philosophy

The decisions you make today
shape what your family inherits

At Third Century Advisors, we believe that sound counsel is not about transactions—it is about continuity. Every estate plan, every tax strategy, every legal structure we build is designed with one question in mind: what will this mean for the people who come after you?

01

Fiduciary First

Your interests guide every recommendation. We do not sell products, earn commissions, or carry conflicts that could tilt our advice.

02

Holistic Perspective

Legal and financial considerations are inseparable. We address both simultaneously, so your plan is coherent, not compartmentalized.

03

Long Horizon

We measure success in decades, not quarters. Our relationships are built to outlast market cycles and life transitions alike.

Services

What we offer

Integrated advisory services spanning the legal and financial dimensions of wealth preservation, business continuity, and family legacy.

Estate & Trust Planning

Comprehensive estate plans that protect your assets, minimize tax exposure, and ensure your wishes are carried out exactly as intended.

  • Wills & Revocable Trusts
  • Irrevocable Trust Structures
  • Advance Directives & Powers of Attorney

Tax Strategy & Planning

Proactive tax planning that reduces liability across income, gift, estate, and generation-skipping dimensions—before the year ends.

  • Income Tax Optimization
  • Estate & Gift Tax Mitigation
  • Charitable Giving Structures

Business Succession

Structured transitions that preserve business value, align family expectations, and secure the enterprise for the next chapter.

  • Succession & Buy-Sell Agreements
  • Entity Restructuring
  • Leadership Transition Planning

Family Wealth Management

Coordinated guidance that aligns investment strategy, risk management, and distribution planning with your family's long-term values.

  • Investment Policy Development
  • Risk & Insurance Review
  • Multi-Generational Distribution Plans

Litigation & Dispute Resolution

Strategic representation for complex civil matters, from pre-litigation negotiation through trial, with an emphasis on efficient outcomes.

  • Civil Litigation
  • Mediation & Arbitration
  • Trust & Estate Contests

Special Needs & Guardianship

Thoughtful planning for families with special needs members, ensuring lifetime support and financial security without jeopardizing benefits.

  • Special Needs Trusts
  • Guardianship & Conservatorship
  • ABLE Account Planning
Third Century Advisors office in Ponte Vedra Beach

2010

Year Established

About Us

A practice built on
trust and patience

Third Century Advisors was founded on a simple conviction: that the best advisory relationships are those that outlast the immediate need. We serve individuals, families, and business owners in Ponte Vedra Beach and throughout Northeast Florida who understand that the most important financial decisions require counsel that looks beyond the present moment.

Our practice integrates legal and financial disciplines under one roof. This is not a referral network—it is a unified approach. When we structure your estate, we consider the tax consequences. When we advise on a business transition, we address both the legal mechanics and the wealth implications. The result is a plan that is coherent, not compartmentalized.

We maintain a deliberately small client roster. This allows us to give each relationship the attention it deserves and to ensure that every recommendation is made with complete independence and zero conflict.

150+

Families Served

15+

Years Practicing

2

Disciplines, One Plan

"The clarity and confidence we gained from our estate plan was immeasurable. Third Century Advisors didn't just prepare documents—they helped us think about what truly matters and build a structure that will protect our family for decades to come."

Client · Ponte Vedra Beach

Contact

Begin your
conversation

We invite you to reach out for a confidential consultation. Whether you have a specific question or simply want to explore how we might work together, we welcome the opportunity to listen.

Office

830 A1A N, Suite 13
Ponte Vedra Beach, FL 32082

Phone

904.373.8454
Map showing Third Century Advisors location in Ponte Vedra Beach

Send a Message

All inquiries are confidential and responded to within one business day.

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