Why JBirney Financial
At JBirneyFinancial, we believe financial planning is about more than just money — it's about people, relationships and the impact we leave behind.
Since 1984, JB has guided clients with a personal, relationship-based approach that goes far beyond numbers on a page.
We help clients grow and protect their wealth with purpose and meaning.
Whether you're planning for retirement, building a legacy or concentrating on creating current income, our approach is rooted in lifelong trust, long-term vision and financial education.
✔ Grow and preserve wealth with long-term personalized strategies
✔ Navigate retirement planning, income strategies and tax-efficient investment options
✔ Plan for legacy, estate and multi-generational wealth transfer
✔ Incorporate charitable giving into financial strategies if aligned with their goals
✔ Access a simplified view of their finances through our Asset-Map process
We serve successful individuals and families who want more than template advice. Whether you're focused on business continuity, real estate and investment diversification or securing your family's future, we're here to provide strategic guidance with a personal touch.
Financial Planning
We guide clients through retirement, business, education, estate, and insurance planning with strategies tailored to their life and legacy.
Investment Services and Products
From IRAs and brokerage accounts to stocks, bonds, and annuities — we offer a full spectrum of investment options built around your goals.
Savings & Income Strategy
We help turn savings into lasting income, creating a roadmap for how to spend, save, and live confidently in retirement.
Your Wealth. Your Legacy. Your Community.
JBirney Financial isn’t just about numbers — we’re about people. Our team brings together financial expertise, operational know-how, technical precision and front-line client care.
- John “JB” leads with more than four decades of relationship-based financial guidance and a deep commitment to service and education.
- Shannon brings more than 25 years of experience in insurance, operations and community leadership.
- Shea ensures our systems run smoothly and securely.
- Hallie supports clients with heart, organization and positivity.
John "JB" Birney
Owner, JBirney Financial, Inc.
Hallie Hydrick
Executive Assistant
Shannon Kenton
Office Manager / Insurance Specialist
Shea Birney
Administrative Coordinator
Proudly supporting Dolly Parton’s Imagination Library of Flagler and Volusia, local Flagler charities such as ELC Flagler/Volusia, and initiatives like Bosses for Babies that invest in early learning, leadership and family impact. We’re also proud members of the St. Johns Chamber and Daytona Chamber
We’d love to hear from you.
Whether you're a current client with a question or someone exploring what it’s like to work with us, we’re happy to connect.
Office Address
104 South 4th Street
Flagler Beach, FL 32136
Mailing Address
P.O. Box 268
Flagler Beach, FL 32136
Contact
Phone: 386.693.4407
Email: JB@JBirneyFinancial.com
Office Hours
Mon–Thurs: 9:00 AM – 4:30 PM
Friday: 9:00 AM – 2:00 PM
