Anthony S. Martinelli, CLU® CBEC®

Anthony Martinelli is a Co-Founder of Jacobi Wealth Advisors and a Certified Business Exit Consultant with over 31 years of experience dedicated exclusively to the financial lives of business owners and families.

Throughout his career, Anthony has become a recognized voice in wealth management for entrepreneurs, advising clients across the complex spectrum of exit and succession planning, estate planning, tax strategy, philanthropy, retirement planning, investments, cash flow guidance, and multi-generational legacy planning.

His approach is rooted in a conviction many advisors overlook: that the psychology and behavior of wealth are often just as important as the strategy behind it. Anthony believes that the gap between one’s potential wealth and their actual wealth is rarely a knowledge problem, it's the absence of a financial quarterback who can connect all the dots. He focuses on strategies aimed at closing that gap.

For owners and families who have spent a lifetime building something extraordinary, Anthony strives to create a tailored plan aligned with long-term financial goals, including multi-generation planning.