John F. “Trip” Hargraves, III, the owner and founder of Island Wealth Advisors, LLC is an experienced investment advisor/retirement plan consultant with a demonstrated history of working in the investment management industry and a strong finance professional with a Bachelor of Business Administration (BBA) focused in Accounting and Finance from Georgia Southern University. Island Wealth Advisors is skilled in deferred compensation, securities, retirement planning, mutual funds, and advanced retirement plan construction and design for 401(k) and 403(b). In addition, the team at Island Wealth Advisors has experience in correcting retirement plan design errors where plans fail non-discrimination testing.
Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact John Hargraves at (904) 600-9258.
Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.