Our professionals can light the path to meet your financial goals.

Welcome

You have dreams for yourself, your family, and your business. You will find through our educational philosophy; our planning process is designed to help you achieve better results without all the risk. How we accomplish that is unique. When we are engaged in your financial planning process, we look at those decisions through a fiduciary perspective. Our personalized approach and experience help us understand your current story and identify opportunities that help increase financial profitability and quality of life.

Behind the Logo

Wahby Financial Group, LLC is a full-service wealth management practice that helps clients with protection planning, wealth management and retirement planning, estate and legacy planning, business succession and exit planning, executive benefits, and philanthropy.

A colorful spinning Kaleidoscope is the logo of Wahby Financial Group, LLC, symbolizing the unique beauty in each life, and the changing emotions, needs, wants and abilities that guide people on their individual paths. The spinning bits of brilliant jewels are constantly changing shapes and colors...these are like the days of our lives. No two days are alike. No two people are alike. There is always a new way to look at life. Marcel Proust said, "The real voyage of discovery is not in seeking new landscapes, but in having new eyes." With our new eyes keenly focused on your multidimensional, ever-changing, exciting future, and our kaleidoscopic array of talent, special needs experience and economic insight, Wahby Financial Group, LLC is here to help you build wealth for life.

January of 2026 marks the 12th year anniversary of WFG.

After 24 years in corporate America, I launched Wahby Financial Group in 2014. To say it went by quickly is an understatement.

So many things have changed in our lives over these last years - our beloved golden retriever and Director of First Impressions, Bear Wahby passed away in 2024. He was the official greeter for the office, and we know our clients miss him as much as we do. My daughter Olivia graduated from college, is living in New York and working for New York Life as an assistant film editor at Studio 51. Dan just completed his 30^th year with Eli Lilly & Co. as a director of government affairs. In addition, I am also thrilled to once again be named as one of the Best-in State Wealth Advisors for 2025 by Forbes.

Another exciting highlight of 2025 is the fact that the Jacksonville Jaguars won the AFC south division, and they are in the playoffs for the first time in years! GO JAGS!

I love the team we have built here, too, at WFG, and I hope you feel that we are always accessible to you.

Three new professionals have joined our team over the past two years.

Jenny Castro joined us in 2024 as a registered representative, following a 17-year career in banking. William “Mac” Jones, financial professional, and Judy Macdonald, director of marketing, joined the WFG family in 2025. Mac recently graduated from Florida State University and launched his career in the insurance and financial services industry. Judy most recently completed 28 years at a Big Four accounting and advisory services firm providing marketing and account management services.

Updates on the members of our original dream team: Guzman got married to Jenny (Say What?), Ashley got a new dog, Jo-Jo, as her beloved Toby, whom she had had for almost 20 years, passed away. Michele remains dedicated to helping our clients on their financial journey, Amy is an active volunteer with the ALS Association in St. Augustine and my dad, Darrell, continues to run the office on a part-time basis as his main job is caring for my brother Christopher, who will be 56 this year.

I want to say thank you to All of YOU who have trusted us with your families' care. We don't take it lightly that you have put your trust in us. All of our clients have unique goals, but you are the same in your thirst for knowledge and desire for protection and financial security for those you love.

When it comes to identifying future opportunities, I encourage you to approach investing with the mindset of abundance and endurance. Maintain your focus, stick to your plan and ignore all the worldwide "noise".

Our Services

FAMILY PROTECTION

We help determine if you and your family is properly protected from premature death, disability, or a long-term care event.

See How We Help

WEALTH MANAGEMENT AND RETIREMENT PLANNING

Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there.

See How We Help

ESTATE AND LEGACY PLANNING

A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected.

See How We Help

BUSINESS SERVICES

Here at Wahby Financial Group LLC, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.

See How We Help

PHILANTHROPY

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden.

See How We Help

SPECIAL NEEDS PLANNING

The idea of planning for a lifetime of protection for a family member or loved one with special needs is often overwhelming.

See How We Help

Explore the benefits of our expertise - contact us to schedule a meeting.

Meet Our Team

Robin Wahby, CLU^®

Founder and Financial Advisor

Guzman Castro

Financial Advisor

Ashley Blume

Registered Representative

Jenny Castro

Registered Representative

Amy Beese

Licensed Agent

William "Mac" Jones

Financial Professional

Michele Olding, ChFC^®

Licensed Service Assistant

Judy Macdonald

Director of Marketing

Darrell Griswold

Office Coordinator

Bear Wahby

(In loving memory)

Director of First Impressions

Helpful Wealth Management Information

Managing Family Wealth

Basic Estate Planning

Pre-retirement Checklist

Supplemental Life Insurance

Financial Planning Essentials

Assessing Your Retirement Gap

Smarter Equity Investing

Life Insurance 101

Caring for a Loved One

Newsletters

THE EAGLE

EDGE

Launch Newsletter

WAHBY FINANCIAL

GROUP DIGEST

Launch Newsletter

Strategic Resources

Collaborating with a team of carefully selected experts, solutions are customized to satisfy and exceed your financial goals.

Learn More

The Macro Asset Perspective^® Process

Wahby Financial Group is proud to be certified to offer the Macro Asset Perspective^® planning process. Through this unique educational approach, we can help you better plan for retirement. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective^®.

The Macro Asset Perspective^® helps you implement a balanced approach to your personal accumulation and income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies. Learn more about the Macro Asset Prospective® planning process below.

Introduction

We use a proprietary process called MAP, or Macro Asset Perspective®. In this process, our advisors deal with protection of assets, accumulation of wealth, building retirement income that cannot be outlived and leaving a lasting legacy.

The Process

During our process, first we introduce the scope of the work that we do and explain how New York Life provides products and services solutions to our clients. From there, we engage our clients in a Discovery process to uncover their objectives and current financial state.

Our Role

In this process, we act as a Problem-Solving Coordinator for our clients. We interact with the client’s team of professionals, develop action items and follow-up on those items to ensure that the plan is implemented.

Digging into the MAP

The 12 green boxes in the image to the left represent the foundation of risk management planning. From there, our certified MAP Advisors can create a more comprehensive asset allocation model of your current assets and cash flow.

Our Technology Partners

» Fidelity Clearing & Custody Solutions: Custodian of your investment account

» Envestnet: Technology organization dedicated to proving digital access to your account, portfolio tools, and performance reporting.

» Envestnet PMC: Monitors the performance of the products and managers available on Envestnet.

» eMoney: Your personal financial website, courtesy of Wahby Financial Group. This is the main financial planning software we use that will also aggregate all external accounts. Some examples include:

✔ Asset and Liabilities Assessment

✔ Income and Expense Analysis

✔ Cash Flow Projections

✔ Tax Planning Expertise

Our Community Involvement

The Wahby Financial Group team is proud to support many of our local non-profit organizations such as:

Angelwood Inc

BEAM

Jim & Tabitha Furyk Foundation

Wolfson Children Hospital

Tim Tebow Foundation

ARC in Jacksonville Beach

Jacksonville Women's Network

Netsanet Orphanage in Africa

Rethreaded

Women’s Giving Alliance

The Pilot Club

Beaches Habitat

Jacksonville Chamber of Commerce - Beach

Oceanside Rotary

ALS Association

Delores Barr Weaver Policy Center-See the Girl

Our Team Around Town

The Wahby Financial team enjoyed our first annual Friendsgiving event, which was a huge success.

Guzman and Jenny Castro planted flags on patriotic holidays to benefit the Oceanside Rotary's service projects and scholarships.

The Wahby Team supporting our friends at Angelwood. Proud to give back to our community and make a difference together.

Guzman and Jenny Castro get festive at the 2025 Beaches Chamber holiday party.

We were proud to sponsor a foursome at the NAIFA tournament to benefit Angelwood.

Financial professional William "Mac" Jones volunteered at the 2025 ALS walk.

The Wahby Team at the 2024 New York Life Jacksonville General Office Awards,
where Robin was awarded the 2023 Jacksonville's General Office's Agent of the Year

Amy Beese and her friend Lisa Haluch "stuffed the truck" for the Alpha Omega Miracle Home, along with others from the Marsh Creek Women's Association in Saint Augustine.

Amy walking in the 2024 St. Augustine Walk to Defeat ALS.

Robin and Dan Wahby with Congressman Aaron Bean.
Robin and Dan are the 2024 Congressional Let's Go Get 'Em PUTT PUTT CHAMPIONS!

Robin and friends at the Jacksonville Icemen

Dan and Robin Wahby at Savannah Ghost Pirates

Guzman and Jenny Castro

Jenny Castro and Jacksonville Chamber of Commerce

“We don't receive wisdom; we must discover it for ourselves after a journey that no one can take for us or spare us.”

-Marcel Proust-

482 Jacksonville Drive
Jacksonville Beach, FL 32250

Office: 904.372.9997
Fax: 904.249.8996

Robin@wahbyfinancial.com

Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: https:// www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

Our professionals can light the path to meet your financial goals.

Welcome

Behind the Logo

January of 2026 marks the 12th year anniversary of WFG.

Our Services

FAMILY PROTECTION

WEALTH MANAGEMENT AND RETIREMENT PLANNING

ESTATE AND LEGACY PLANNING

BUSINESS SERVICES

PHILANTHROPY

SPECIAL NEEDS PLANNING

Explore the benefits of our expertise - contact us to schedule a meeting.

Meet Our Team

Robin Wahby, CLU®

Founder and Financial Advisor

Guzman Castro

Financial Advisor

Ashley Blume

Registered Representative

Jenny Castro

Registered Representative

Amy Beese

Licensed Agent

William "Mac" Jones

Financial Professional

Michele Olding, ChFC®

Licensed Service Assistant

Judy Macdonald

Director of Marketing

Darrell Griswold

Office Coordinator

Bear Wahby

(In loving memory)

Director of First Impressions

Helpful Wealth Management Information

Newsletters

THE EAGLE

EDGE

WAHBY FINANCIAL

GROUP DIGEST

Strategic Resources

The Macro Asset Perspective® Process

Introduction

The Process

Read More

Our Role

Digging into the MAP

Our Technology Partners

Our Community Involvement

Our Team Around Town

Robin Wahby, CLU^®

Michele Olding, ChFC^®

The Macro Asset Perspective^® Process