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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®
Saint Johns, FL

Serving Clients Nationwide

Creating your ideal future one dollar at a time.

Rated 5.0 out of 5
14 Certified Advisor Reviews™
Rate this Advisor

(904) 201- 3227

Website

Areas of Focus

  • Cash Flow
  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Student Loan Advising

About Me

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™ Professional
  • Certified Student Loan Professional (CSLP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Saint Johns, FL

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

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 our Firm

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 Disclosure

Who 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

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.

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Peace of mind for your financial future

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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.
Avatar for Matt S
Matt S

Best in Class Financial Advisor, Jeff McDermott, CFP,CSLP

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kyle McElroy
Kyle McElroy

I brag about Jeff to my friends

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robyn Smith
Robyn Smith

Jeff is a true financial advisor, and has managed with excellence.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James A Reading
James A Reading

Someone I can Trust

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rusty H
Rusty H

Helped us define a plan

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brian Natasha
Brian Natasha

High recommendations for fianincal planning and wealth managment

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Angie Lacey
Angie Lacey

Now is the best time to start working with Jeff

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy and Peter Pulitzer
Amy and Peter Pulitzer

High Praise

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Basilios Justine
Basilios Justine

Outstanding review of Jeff McDermott, CFP,CSLP

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 18, 2023
My family would like to express our heartfelt gratitude to our financial advisor Jeff McDermott. Not only is Jeff intelligent and thorough at what he does for the livelihood of all his clients, but he also performs his duties with genuine concern and caring for us as individuals. His skill not only translates to a high competency level in handling our financial goals but also comes from his heart, truly caring for our future, health and wellbeing. We truly believe that there are no other financial analysts that come close to Jeff's style and expertise and for this reason we feel very blessed to have found him and, in the process, having developed a solid working relationship with him. With Jeff we have a secure sense for our future as long as we are in his hands. He is always there for us anytime we need him, and we are thankful for that.
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 Julie and Tom Lietaert
Julie and Tom Lietaert

Financial Planning of the Future

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jen and Shawn V.
Jen and Shawn V.

Tailored, thorough, and quality advisory

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Nov 18, 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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Charles Halvorson
Charles Halvorson

Excellent financial advisor

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kirsten Schreyer
Kirsten Schreyer

Excellent Expertise & Follow Up

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kimberlee Stuart
Kimberlee Stuart
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