Blackston Financial Advisory Group, LLC
Blackston Financial Advisory Group, LLC is an independent financial advisory and retirement planning firm headquartered in The Villages, Florida. Founded in 1998 by David Blackston, the firm provides investment advisory, estate planning, tax forecasting, insurance, and retirement strategies primarily for individuals and families. Blackston operates as a registered investment adviser and emphasizes comprehensive financial planning delivered by a family-oriented team. The firm has been BBB accredited since 2013 and primarily serves clients interested in pre-retirement and retirement planning, focusing on customized advice and personal service. The firm is led by founder/CEO David Blackston, with other key staff including Andrea Blackston (Sr. VP), Kim Blackston (Marketing Director and Sr. VP), and Deanna Mangiardi (COO).
Investment Strategy
Blackston Financial Advisory Group employs a client-centered, comprehensive financial planning approach, specializing in retirement strategies using investment and insurance products tailored to individual needs. Their strategy centers on long-term financial security for clients by coordinating investment advisory, estate planning, tax forecasting, and risk management. The firm emphasizes education, transparency, and holistic planning to help clients achieve their retirement dreams and confident financial outlook.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 7.94% | $17.6M | 30,951 | $529.40 | $568.03 | +$975.0K |
M MGK | VANGUARD WORLD FD | 7.87% | $17.4M | 47,588 | $323.55 | $366.17 | +$2.0M |
V VTI | VANGUARD INDEX FDS | 5.65% | $12.5M | 41,175 | $283.16 | $303.93 | +$797.9K |
V VV | VANGUARD INDEX FDS | 5.33% | $11.8M | 41,385 | $263.33 | $285.30 | +$588.1K |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.77% | $10.6M | 51,665 | $167.84 | $204.67 | +$9.6K |