• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

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    “Your Retirement Income Planning Checklist”
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Welcome to Cherry Wealth Advisors

    Cherry Wealth Advisors is a financial advising firm that services families throughout the Florida panhandle. Cherry Wealth Advisors was founded by Jeff Cherry, a financial professional who has been helping families for over 25 years. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

    The importance of a trusted professional

    We understand how important it is for you to have a trusted advisor you can count on to provide you with accurate and helpful information.

    Cherry Wealth Advisors can be that professional you trust. We are experienced and responsive, and we understand your need for integrity and transparency.

    Contact us at cwa@cherrywealthadvisors.com or call us at (850) 243-7799 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Jeff Cherry

    President, Chief Financial Advisor

    Retirement income strategist Jeff Cherry is the President and Chief Financial Advisor of Cherry Wealth Advisors. He focuses in the fields of retirement income, wealth preservation and estate planning.

    Learn more about Jeff
    Investment Advisory Services offered through Cherry Wealth Advisors, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The "10 Things to Know About Retirement Income" is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.