Our Firm
Founded at the intersection of two success stories.Strivus Wealth Partners was founded in 2025 when two Jacksonville-based firms
realized they could accomplish more together than on their own. Upon the merging of
these two companies, Adam Van Wie CFP®, Steve Van Wie CFP ® and Joey Loss,
CFP ® joined forces and Strivus Wealth Partners was born.
The owners share a vision of a fee-only fiduciary planning firm that focuses on a
custom-tailored boutique wealth management experience for clients.
With over 40 years combined experience in the wealth management industry, we bring
a blend of timeless wisdom and modern technology to each client relationship. The
advice we deliver to clients is first filtered and refined through the crucible of our
combined experience.
Leadership
Meet the TeamAdam D. Van Wie is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Investment Officer/Chief Compliance Officer of Strivus Wealth Partners. Adam is the co-host of the Van Wie Financial Hour radio program, heard every Saturday morning from 10:00 to 11:00 on Jacksonville’s Jacksonville’s WBOB radio, 101.1 FM and 600 AM.
Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Prior to his financial advisory career, Adam worked for several Fortune 500 companies in a combination of finance, sales, consulting, and management jobs.
Adam received his undergraduate degree in Mechanical Engineering, then an MBA from Emory, before later obtaining his Certificate in Financial Planning from Florida State University as he became an advisor. He spent many years as an executive board member for the Financial Planning Association of Northeast Florida, ultimately serving for a year as President of the chapter. Fun fact – the FPA executive board is where he and Joey first met in 2018.
Adam lives with his wife, Jessica, their son Justin and daughter Taylor in Jacksonville Beach. When he’s not serving clients, Adam enjoys surfing, fishing, being outdoors, and watching his kids perform on the soccer field and ballet stage.
Joey Loss is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners. Joey hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website.
Joey offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Joey has been a student and practitioner of financial planning for over 10 years and has spoken at conferences for other planners on the topics of planning process and raising great advisors. He founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam’s firm to launch Strivus Wealth Partners in 2025.
Joey received his B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014. He is currently an Executive Board member for the Genesis group of the National Associate of Personal Financial Planners. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. Fun fact – the FPA executive board is where he and Adam first met in 2018.
Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in the historic Springfield district near downtown Jacksonville. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues music or baseball.
Steven H. Van Wie has been a Certified Financial Planner® since 2001. He was the founder of Van Wie Financial, one of the two companies that would later merge to form Strivus Wealth Partners in 2025. He co-hosts, along with his son Adam Van Wie, the Van Wie Financial Hour radio program, heard every Saturday morning from 10:00 to 11:00 on WBOB AM600 and FM101.1. He is also a weekly contributor to the Strivus Wealth Partners blog, available on our website.
Steve offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to our clients. Prior to his financial advisory career, he was the owner and CEO of several manufacturing concerns. He has also been employed as a computer programmer and spent years as a Management Consultant to small businesses and local governments.
Steve received his M.B.A. from the University of Wisconsin – Milwaukee, where he had previously received a B.A. in Mathematics, with a minor in Economics. He has extensive education and experience throughout all areas of the financial planning process, including executive compensation planning and profit sharing/pension plans. Steve is a native of Wisconsin, born on June 28, 1950, and has lived in Ponte Vedra Beach, Florida, since 1992 with Sarah, his wife of over 50 years. His hobbies include writing, reading, walking the dog, and spending time with his children and grandchildren. He is a member of the Financial Planning Association (FPA), as well as the National Association of Personal Financial Planners (NAPFA), the nation’s premier fee-only financial advisors’ organization.
