Fiduciary advisors in Florida

Apollo Beach, Florida

Synergy Wealth Alliance is a wealth management firm serving individuals, families, and business owners in the Tampa Bay area, with a location in Apollo Beach, Florida. The firm's advisors hold CFP® credentials and offer services including retirement income planning, investment management, portfolio consolidation, business succession planning, tax-efficient strategies, Social Security and Medicare guidance, and estate planning coordination. The firm serves retirees, business owners, pre-retirees, women, and high-net-worth individuals seeking personalized financial advice from local advisors.

Aventura, Florida

Financial 1 Wealth is an Aventura-based firm with over 35 years of experience serving families, business owners, and professionals. The firm offers estate planning and investment management services, with a stated focus on tax efficiency, retirement income planning, and family wealth protection. The firm's approach, called the Keep-More Wealth Plan™, addresses coordination of multiple investments, tax reduction, and estate clarity.

Aventura, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Aventura, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Aventura, Florida

Travis Wichman - Raymond James is an investment advisory firm in Aventura, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Bellview, Florida

Heinsights Wealth Stewardship is a financial advisory firm based in Bellview, Florida that emphasizes value-driven planning aligned with clients' personal goals and circumstances. The firm's approach centers on asking clarifying questions to understand client objectives, developing customized strategies, and providing guidance grounded in long-term financial stewardship and accountability. The firm integrates faith-based principles into its advisory philosophy and aims to serve families in the community seeking financial planning resources.

Boca Raton, Florida

Legasure is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 10 Google reviews.

Boca Raton, Florida

Fee-Only

Boca Wealth Advisors is a fee-only fiduciary firm in Boca Raton, Florida, owned by CPAs and specializing in financial planning and investment management with a focus on tax considerations. The firm serves clients approaching or in retirement, as well as business owners and professionals in the accumulation phase, offering guidance on retirement readiness, investment oversight, and coordinated financial and tax planning.

Boca Raton, Florida

Cove Financial is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Boca Raton, Florida

GamePlan is a financial advisory firm based in Boca Raton, Florida, specializing in serving collegiate athletes and student-athletes. The firm provides financial planning, investment management, and estate planning services, with particular focus on NIL-related tax strategy and brand protection. GamePlan offers portfolio planning, real-time financial dashboards, and guidance on wealth management, business ventures, and career transitions for athletes during and after their playing careers.

Boca Raton, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Boca Raton, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning and Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Boca Raton, Florida

NewEdge Wealth is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Boca Raton, Florida

Pence Financial Group is a Boca Raton-based firm that specializes in retirement planning and wealth management services. The firm operates through a team structure combining investment professionals and dedicated advisors, and is registered with LPL Financial as a registered investment adviser and member of FINRA/SIPC. The firm was founded by a U.S. Army Colonel and comprises both veterans and civilian professionals who work with clients on retirement strategies, legacy planning, and multi-generational wealth management.

Boca Raton, Florida

Fee-Only

Team Hewins is a fee-only financial planning and investment management firm with offices in Boca Raton and Miami, Florida, as well as the Bay Area, specializing in estate planning. The firm emphasizes coordinated planning across a client's professional network, including tax professionals and attorneys, and structures its approach around understanding each client's specific definition of financial success rather than applying generic strategies.

Boca Raton, Florida

Merit Financial Advisors is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Boca Raton, Florida

NFSG, based in Boca Raton, Florida, provides investment management and estate planning services to clients. The firm has over 20 years of experience and manages billions of dollars in assets. Donald Selkin, the firm's Chief Market Strategist, is known for developing proprietary Fair Value calculations that have appeared on CNBC's pre-market programming for more than three decades. The firm employs advisors including Lisa Armbrust, a financial advisor with 15 years of wealth management experience from prior roles at Morgan Stanley and Raymond James.

Boca Raton, Florida

United Capital Financial Advisors is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Boca Raton, Florida

Fortuna Wealth - Raymond James is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Bonita Springs, Florida

ILG Private Wealth is a financial advisory firm in Bonita Springs, Florida led by John Iannucci, J.D., LLM, offering financial planning and tax planning services with a focus on tax strategy. The firm specializes in multigenerational wealth management and adopts a fiduciary approach, positioning itself as a comprehensive financial partner that coordinates planning across tax management, estate planning, asset protection, and succession strategies. The firm employs a mutual evaluation process with prospective clients to ensure alignment on goals and risk tolerance before engagement.

Bonita Springs, Florida

OneDigital is a benefits and HR consulting firm serving over 100,000 clients nationwide, with particular expertise in retirement plan administration and design for employers. The firm provides retirement plan services, HR consulting, payroll solutions, and financial coaching integrated into employer benefit packages, managing more than $137 billion in assets under advisement across 5,800-plus retirement plans. OneDigital's service model includes plan design, employee financial education, third-party administration, executive benefits strategy, and HR support spanning recruiting, compliance, training, and compensation planning.

Bonita Springs, Florida

Clay Financial, based in Bonita Springs, Florida, offers financial planning and investment management services to individuals and business owners. Founded in 2018, the firm is led by Stephen Poll, a CERTIFIED FINANCIAL PLANNER™ with a finance degree from Ohio University. The firm takes a goal-focused approach, providing personalized guidance on matters spanning family finances, business concerns, and long-term financial security.

Bonita Springs, Florida

Independent RIA

Venture Visionary Partners is an independent registered investment advisor based in Bonita Springs, Florida, serving as a fiduciary with approximately $5.2 billion in assets under management and an additional $1.2 billion in retirement plan consulting assets. The firm, founded by Craig Findley (a Certified Private Wealth Advisor with 30+ years of experience), specializes in investment management and holistic financial planning for high-net-worth individuals, families, entrepreneurs, and business owners. VVP offers collaborative advisory services that integrate with clients' existing professional relationships and addresses life transitions, wealth strategy, and legacy planning. The firm maintains a 99% client retention rate as of December 31, 2025.

Bonita Springs, Florida

Rinaldi Wealth Management is an independent, fee-only financial advisory firm based in Bonita Springs, Florida, serving clients nationwide with a focus on pre-retirees and those already retired. Founder Dustin Rinaldi holds the CFP® designation and operates as a fiduciary, offering financial planning, investment management, income planning, tax strategy, estate planning, and related services. The firm's team includes Anna Khemkhajon and Patrick O'Grady, both Series 65 registered and pursuing or completed CFP® education, along with administrative support staff.

Bonita Springs, Florida

SMG SafeHarbor Management Group is an investment advisory firm in Bonita Springs, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Bonita Springs, Florida

Precise Financial Solutions is an investment advisory firm in Bonita Springs, Florida. The firm specializes in Investment Management and Retirement Planning. The office is open four days a week.

Boynton Beach, Florida

Raymond James Financial Services: Connor Wealth Management is an investment advisory firm in Boynton Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Boynton Beach, Florida

Shine Brite Lemaster is a financial services firm based in Boynton Beach, Florida, offering tax preparation, accounting and bookkeeping, financial advisory services, and health insurance guidance. The firm has over 15 years of professional experience and serves individuals, families, and small businesses with customized financial planning and accounting support. In addition to core financial services, the firm provides immigration assistance and educational tutoring.

Boynton Beach, Florida

Merit Financial Advisors is an investment advisory firm in Boynton Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bradenton, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Bradenton, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 17 Google reviews.

Bradenton, Florida

Amerity Financial has served retirement planning clients in Bradenton, Florida since 2008, adopting a conservative investment philosophy centered on preserving capital alongside growth. The firm customizes retirement strategies around three core pillars—safety from market volatility, competitive growth, and reliable income streams—and emphasizes allocating portions of retirement savings to products designed to protect against market fluctuations. The firm works with clients to address retirement income planning, withdrawal strategies, and longevity concerns through an educational advisory process.

Bradenton, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bradenton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Brandon, Florida

BAB Insurance and Wealth Management is an accounting and financial advisory firm serving individuals, small business owners, and pre-retirees/retirees with a focus on tax strategy and planning. The firm offers accounting, bookkeeping, tax preparation, payroll processing, financial planning, business consulting, and fractional CFO services. Led by CPA Hugh C. Bishop, Jr., who brings 17+ years of public accounting experience and holds insurance licenses across multiple states, the firm takes a tax-centric approach to financial management and retirement readiness. The team combines accounting expertise with direct experience as small business owners to serve clients across the Southeast.

Brandon, Florida

Bryon Holz & Associates is an investment management firm based in Brandon, Florida, operating since 1983. The firm serves clients, families, and business owners, offering resources on topics including Social Security, Medicare, investment fundamentals, and income protection strategies.

Brandon, Florida

Independent RIA

I & I - Investment & Insurance, Administration is an independent registered investment adviser based in Brandon, Florida, offering investment management and retirement planning services. The firm is led by Andrew A Heron, who holds experience in financial services and advisory roles. The firm maintains a 4.6-star rating based on nine Google reviews.

Chiefland, Florida

Insurance-Based

Delickson Souffrant, Wealth Advisor - Eagle Strategies is an insurance-based firm in Chiefland, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Clearwater, Florida

Raymond James & Associates is an investment advisory firm in Clearwater, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Clearwater, Florida

Independent RIA

RetirePro is an independent ria firm in Clearwater, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 10 Google reviews.

Clearwater, Florida

Cooney Financial Inc. is a Clearwater, Florida-based firm offering tax planning and investment management services to individuals and families. The firm integrates licensed tax advisory with investment strategy and provides ongoing support throughout the year, handling client documents securely in the U.S. Services include financial strategy, tax planning, and long-term advisory guidance structured around a four-step planning process.

Clearwater, Florida

Friendly Tax and Accounting, located in Clearwater, Florida, provides tax preparation services for individuals and businesses, along with estate planning, investment management, and tax strategy guidance. The firm emphasizes identifying available tax credits and deductions while serving both personal and business clients, including entrepreneurs and new business owners, with a team trained in tax, accounting, and business formation matters.

Clearwater, Florida

Independent RIA

Csenge Advisory Group is an independent registered investment adviser based in Clearwater, Florida, operating as a fiduciary for over 25 years. The firm provides financial planning and investment management services, emphasizing understanding client circumstances and goals alongside structured portfolio construction and ongoing advice. Led by founder John Csenge and Eric Caisse, the firm operates multiple locations across the United States and maintains an advisory network while selectively acquiring firms where strategic alignment exists.

Clearwater, Florida

Independent RIA

MAI Capital Management is an independent registered investment adviser in Clearwater, Florida, serving high net worth individuals and families with financial planning and investment management services. Operating for 50 years, the firm takes a goals-based approach, developing customized investment strategies and comprehensive wealth management plans aligned with clients' risk tolerance and life circumstances. The firm operates under fiduciary responsibility and provides integrated services spanning tax and accounting, insurance coordination, estate planning, family governance, and philanthropic structuring through an in-house team.

Clearwater, Florida

Flat Fee

Unify Financial Advisors is an SEC-registered investment advisor based in Clearwater, Florida, providing financial planning with a focus on tax strategy. The firm operates on a flat-fee structure and describes itself as fee-only and fiduciary, offering needs-based service tailored to individual client circumstances rather than applying standardized fee schedules across all accounts.

Clearwater, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Clearwater, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Clearwater, Florida

Ballast Wealth Partners is a Clearwater, Florida–based financial planning firm that partners with Commonwealth, an independent RIA broker/dealer. The firm offers financial planning, retirement consulting, education planning, and 401(k) management services, with an emphasis on long-term financial stewardship, transparency regarding fees and progress toward goals, and an advisory process centered on understanding client priorities and lifestyle objectives. Operating as an independent firm, it provides planning that addresses spending, healthcare, longevity, estate considerations, and market-related uncertainties.

Clearwater, Florida

InvestSafe Financial, based in Clearwater, Florida, focuses on retirement planning strategies centered on principal protection and lifetime income solutions. The firm works with retirees to evaluate insurance and financial vehicles designed for safety and income generation, and conducts complimentary educational seminars throughout the year to help clients understand their retirement options. The firm's stated approach emphasizes straightforward strategies rather than broad product coverage.

Cocoa, Florida

New Vision Investment Strategies is an investment advisory firm in Cocoa, Florida. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Coconut Creek, Florida

Alpina Tax & Accounting Services, LLC is an investment advisory firm in Coconut Creek, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 16 Google reviews.

Coral Gables, Florida

Invenio Wealth Partners is a financial planning and investment management firm based in Coral Gables, Florida, founded in 2022 by Joseph Fernández (CFP®), Christina Hudson, and Johanna Arbelaez-Pérez. The firm serves high-net-worth individuals, families, and institutions using a planning-first approach and operates on a fee-only basis, accepting compensation solely from clients. The three founders bring combined experience exceeding 75 years in wealth management, with particular expertise in retirement planning, investment strategy design, and family transitions such as business sales and major life changes.

Coral Springs, Florida

Independent RIA

FR Financial Advisors, LLC is an independent registered investment adviser based in Coral Springs, Florida, founded in 2005 to serve clients in South Florida with integrated financial planning, investment management, and estate planning services. The firm works in strategic partnership with Buckingham Strategic Partners and employs a Modern Portfolio Theory approach centered on passive investing, primarily through Dimensional Fund Advisors funds. Beyond wealth planning, the firm offers tax preparation and planning services, positioning itself to address multiple aspects of clients' financial and personal situations.

Coral Springs, Florida

Financial Partners is a financial planning firm in Coral Springs, Florida, with over 30 years of experience serving individuals, families, and business owners. The firm offers retirement planning, investment management, insurance planning, tax planning, employee benefits consulting, and fiduciary support for retirement plan sponsors. Financial Partners operates as an independent advisor without proprietary products and works with LPL Financial and Global Retirement Partners to deliver personalized guidance aligned with clients' goals and circumstances.

Coral Springs, Florida

Lewis & Palmer Benefits is an investment advisory firm in Coral Springs, Florida. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 38 Google reviews.

Coral Springs, Florida

First Harbor Financial Services - Raymond James is an investment advisory firm in Coral Springs, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Coral Springs, Florida

Wirehouse

Edward Jones, Jennifer Cooper, AAMS, Financial Advisor is a wirehouse firm in Coral Springs, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 18 Google reviews.

Coral Springs, Florida

Elliot Glass Coral Springs Insurance, operating since 2012, provides insurance and financial planning services to individuals, families, and businesses across Florida and nationwide. The firm offers health, life, Medicare, disability, and annuity products, along with business lending, mortgage, and financial planning assistance, working with multiple carriers to source options. Led by a licensed independent insurance agent with 13+ years of experience, the firm delivers one-on-one consultations with an emphasis on transparent communication and client accessibility across multiple contact methods.

Coral Springs, Florida

Prosperitus Wealth Advisors is a fiduciary firm in Coral Springs, Florida that provides financial planning and investment management services, with a focus on retirement planning for high-net-worth individuals and families. The firm's principals hold CFP and CFA credentials and operate under a team-based structure integrated with tax accounting services through an affiliated CPA firm. Services include personal CFO coordination, advanced tax strategy, equity compensation planning, business exits, estate planning, and legacy design. As a state-registered investment advisor, the firm operates under a fiduciary standard and coordinates with clients' tax, legal, and other professional advisors.

Crestview, Florida

Independent RIA

This Crestview-based firm operates as an independent advisor affiliated with LPL Financial, serving business owners, farmers, affluent families, and individuals approaching or in retirement. The practice offers investment management and strategic wealth planning, with particular expertise in estate planning and a focus on military clientele. The principal, Paul, holds AAMS credentials and securities licenses (Series 7, 63, 66) through LPL Financial, bringing over two decades of advisory experience and prior military background.

Crestview, Florida

Fee-Based

Kingsview Partners Crestview Office is an investment advisory firm in Crestview, Florida. Services include Financial Planning and Investment Management. Compensation is on a fee-based basis. The office has a wheelchair-accessible entrance. The office is open daily.

Crystal River, Florida

Raymond James & Associates is an investment advisory firm in Crystal River, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4.2-star rating from 5 Google reviews.

Davie, Florida

Fiduciary Financial Advisor by Best is an investment advisory firm in Davie, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 2 Google reviews.

Daytona Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Daytona Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Daytona Beach, Florida

Fee-Only

Moisand Fitzgerald Tamayo is a fee-only fiduciary wealth management firm based in Florida and Texas that serves retired and near-retired clients nationwide with financial planning, tax advisory services, and investment management. The firm integrates tax planning throughout the year rather than at filing time, offering strategies such as retirement distribution planning, Roth conversion analysis, and investment tax efficiency as part of a coordinated financial strategy. As an independent, employee-owned firm compensated solely through client fees with no commissions or outside incentives, the firm's licensed tax advisors provide specific tax advice and can represent clients before the IRS.

DeLand, Florida

Raymond James & Associates is an investment advisory firm in DeLand, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Delray Beach, Florida

Fee-Based Independent RIA

Tompkins Financial Advisors is an independent registered investment adviser in Delray Beach, Florida offering financial planning and investment management with a focus on estate planning. Operating on a fee-based model, the firm employs a team-based approach with a nine-member investment committee that develops and monitors customized portfolios using both active and passive strategies. The advisors conduct comprehensive financial planning designed to address clients' complete financial situations and objectives across economic cycles.

Delray Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Delray Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Doral, Florida

Dream Cap Financial is a fiduciary investment adviser based in Doral, Florida, offering financial planning and investment management services. Founded in 2016 by Gaëtan Policard and operating as an independent firm since 2020, the company conducts comprehensive financial reviews covering investments, cash flow, insurance, estate planning, and tax considerations. Operating as a fee-only advisor through SEC-registered Foundations Investment Advisors LLC (CRD #175083), the firm serves clients globally with personalized strategies aligned to individual goals and risk tolerance.

Doral, Florida

Annette Perez: Primerica - Financial Services is an investment advisory firm in Doral, Florida. Services include Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 5 Google reviews.

Fort Lauderdale, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2-star rating from 3 Google reviews.

Fort Lauderdale, Florida

Ocean Wealth, based in Fort Lauderdale, is a financial advisory practice led by Suzannah Richards that offers financial planning with a focus on retirement planning and investment management. The firm operates with a client-centered approach emphasizing transparency and individualized strategy development. Richards, a Pompano Beach resident, is supported by a team that handles client service operations, policy administration, and appointment coordination.

Fort Lauderdale, Florida

Independent RIA

Beacon Pointe Advisors is an independent ria firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Lauderdale, Florida

Brickstone Advisors is an investment advisory firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Lauderdale, Florida

Equitable Advisors, led by CFP and CLU professional Alexis S Resnick, provides investment management, retirement planning, and estate planning services to clients in Fort Lauderdale. The firm takes an ongoing advisory approach, adjusting strategy and portfolio recommendations as clients' life circumstances and financial goals evolve. Services include asset management accounts, estate strategy development addressing tax efficiency and asset protection, and retirement income planning across qualified plans, Social Security, and personal investments.

Fort Lauderdale, Florida

Berkshire Financial Services LLC is an investment advisory firm in Fort Lauderdale, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.

Fort Lauderdale, Florida

Leeward Financial Group is an investment advisory firm in Fort Lauderdale, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Fort Myers, Florida

Paramount Financial Advisors, LLC is an investment advisory firm in Fort Myers, Florida. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Myers, Florida

Retallick Financial Group, based in Fort Myers with additional offices in Sarasota, Bonita Springs, and Venice, Florida, serves clients across all ages in retirement planning using insurance products. The firm emphasizes principal protection and low-risk alternatives to traditional market investing, with a stated focus on simplicity and clear fee disclosure during client consultations. Don Retallick leads the firm, which hosts educational seminars on retirement strategies and markets.

Fort Myers, Florida

Blue Chip Financial of Southwest Florida provides financial planning and risk management services to individuals, families, and business owners in the Fort Myers area, with a stated specialty in estate planning. The firm employs a four-step process—analyzing client circumstances, recommending strategies, implementing solutions, and conducting periodic reviews—and emphasizes a needs-based approach centered on understanding each client's objectives and life stage. Services include financial planning and insurance products, with the firm noting that specific services depend on licensing requirements in each state.

Fort Myers, Florida

Raymond James & Associates is an investment advisory firm in Fort Myers, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Fort Myers, Florida

Osaic Wealth Inc., based in Fort Myers, Florida, offers retirement planning and investment management services through a combination of advisory programs, brokerage services, and insurance planning. The firm provides access to institutional portfolio managers, financial planning, wealth management consulting, and a range of retirement vehicles including traditional and Roth IRAs, 401(k) plans, and 529 college savings accounts. Clients may select from non-proprietary mutual funds, fixed income securities, variable annuities, and life insurance products, with the firm emphasizing customized planning based on individual circumstances and risk tolerance rather than proprietary offerings.

Fort Myers, Florida

Insurance-Based

Jesi Jarosz Financial Advisor - Northwestern Mutual is an insurance-based firm in Fort Myers, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends. It holds a 5-star rating from 12 Google reviews.

Fort Myers, Florida

Fee-Only Independent RIA

Rezny Wealth Management is an independent, fee-only registered investment adviser in Fort Myers, Florida that provides financial planning and investment management services. The firm operates under a fiduciary standard and does not earn commissions, structuring its approach around customized retirement planning, tax reduction strategies, and active portfolio management tailored to individual client circumstances rather than standardized allocations. The firm's service model emphasizes detailed financial planning across all areas of a client's financial situation, combined with ongoing, research-driven investment oversight.

Fort Myers, Florida

Wirehouse

True Wealth Design is a wirehouse firm in Fort Myers, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning, Retirement Planning, and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Pierce, Florida

Carr, Riggs & Ingram (CRI) is an accounting and advisory firm based in Fort Pierce, Florida, operating for over 25 years. The firm offers accounting services, business advisory support, technology resources, and assurance services, with retirement planning among its specialties.

Fort Walton Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Walton Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Fort Walton Beach, Florida

Tinsley Wealth Management is an investment advisory firm in Fort Walton Beach, Florida. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Walton Beach, Florida

Wirehouse

Slagle Financial is a wirehouse-based financial advisory firm in Fort Walton Beach, Florida that specializes in retirement planning. The firm employs a proprietary planning methodology called Slagle Financial GPS™, which incorporates an initial discovery process to understand client circumstances, addresses common retirement concerns such as longevity and tax efficiency, and provides ongoing progress tracking through a structured timeline. The firm emphasizes a transparent onboarding process with clear communication and full team access throughout the client relationship.

Fort Walton Beach, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Walton Beach, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Gainesville, Florida

Raymond James & Associates is an investment advisory firm in Gainesville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Gainesville, Florida

Insurance-Based

Will Lewis - Financial Advisor - Northwestern Mutual Wealth Management is an insurance-based firm in Gainesville, Florida. Services include Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Gainesville, Florida

Fee-Only Independent RIA

Chacon Diaz & Di Virgilio Wealth Management is an independent ria firm in Gainesville, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 49 Google reviews.

Gainesville, Florida

NetWorth Asset Management, incorporated in 2004, offers investment management alongside estate planning and retirement planning services to clients in Gainesville, Florida. The firm manages assets for individuals with net worth ranging from $50,000 to over $100 million, and emphasizes client education and proactive communication as core elements of its approach.

Hallandale Beach, Florida

Gary Curry - Raymond James is an investment advisory firm in Hallandale Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Hallandale Beach, Florida

Garrel Miani Financial Group, founded 21 years ago and now operating in Hallandale Beach, Key West, and New York, provides financial planning and investment management with specialties in retirement planning and estate planning. Led by principal Joseph Garrel, the firm serves young professionals, families, business owners, pre-retirees, retirees, and foreign nationals, with particular expertise in small-business financial strategies. The team includes specialists in Latin American client relations, client services, and paraplanning, and works in collaboration with tax, legal, and accounting professionals to develop personalized financial strategies.

Hallandale Beach, Florida

Behar-Nagel Group of Raymond James is an investment advisory firm in Hallandale Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Hialeah, Florida

McCarthy Financial Group is an investment advisory firm in Hialeah, Florida. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 29 Google reviews.

Hollywood, Florida

SA Financials, Inc. is an investment advisory firm in Hollywood, Florida. Services include Tax Planning. The firm specializes in Estate Planning, Investment Management, and Tax Strategy. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Hollywood, Florida

Propel Wealth Management is an investment advisory firm in Hollywood, Florida. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Indialantic, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Indialantic, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Islamorada, Florida

Alma Wealth Management offers financial planning and investment management services to clients in Islamorada, Florida. The firm works through a three-step process—analyzing a client's financial situation, strategizing approaches, and personalizing recommendations—with an emphasis on retirement income planning and comprehensive financial strategy development. The firm operates with a community-focused philosophy and emphasizes personalized guidance across topics including real estate and retirement planning.

Jacksonville, Florida

Alpha Wealth Group is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Jacksonville, Florida

Raymond James & Associates is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Jacksonville, Florida

Insurance-Based

Andreas Heinrich, CPCU®️ at Prudential Advisors is an insurance-based firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 18 Google reviews.

Jacksonville, Florida

ShieldWolf Strongholds is a financial planning firm based in Jacksonville, Florida that serves business owners and corporate executives. The firm offers business succession planning, retirement planning, tax minimization strategies, estate planning, life insurance, and buy-sell arrangements, among other services. Consultations are conducted virtually or by phone and available select evenings and Saturdays; the firm operates on a fully online model with secure document transfer via Dropbox.

Jacksonville, Florida

Cohen Wealth Advisory is an investment advisory firm in Jacksonville, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Jacksonville, Florida

Riverside Wealth Advisors is a financial planning and investment management firm with an office in Jacksonville, Florida, and additional locations in Palatka and Pensacola. The firm offers financial planning, investment management, estate planning, insurance planning, and retirement planning services, with a stated focus on developing tax-efficient income strategies. Founded by Robert Mills, the firm works with clients across various life stages to create personalized financial plans and help transition assets toward tax-efficient or tax-free income structures.

Jacksonville, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Jacksonville, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Jacksonville, Florida

Atlantic Edge Private Wealth Management is a Jacksonville-based firm serving high-net-worth clients nationally, with a team of three CFA charterholders and multiple CFP professionals who have worked together for over a decade. The firm operates on a fee-only basis and acts as a fiduciary, offering financial planning and investment management that are coordinated with clients' tax and estate planning needs. Investment decisions are made in-house rather than outsourced, and the firm emphasizes regular reporting and coordination with clients' other professional advisors.

Jacksonville, Florida

Wirehouse

Gryphon Wealth is an SEC-registered investment adviser based in Jacksonville, Florida, offering financial planning and investment management services. The firm develops individualized wealth plans informed by more than 20 years of advisory experience, incorporating investment selection and tax efficiency considerations. Gryphon Wealth provides access to alternative investments alongside traditional strategies and engages clients through ongoing support and community events.

Jacksonville, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Jacksonville, Florida

Katharyn S. Woods - Raymond James is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Jacksonville, Florida

Fee-Only

369 Financial is a fee-only registered investment advisor based in Jacksonville, Florida, serving tech professionals and business owners with concentrated stock holdings and complex family finances. The firm provides financial planning, investment management, and estate planning services through its proprietary "Next Chapter Strategy Process," which evaluates equity compensation, tax exposure, and diversification options without reliance on proprietary products. As a fiduciary, 369 Financial operates independently to help clients align their investments and liquidity decisions with long-term objectives, including planning for 401(k)s, IRAs, and business succession.

Jacksonville, Florida

Advantis Wealth Partners, based in Jacksonville, Florida, provides financial planning and investment management services to individuals and small business owners. Operating as a fiduciary, the firm emphasizes a collaborative approach that involves understanding clients' circumstances before developing a financial plan, and coordinates with estate attorneys, CPAs, and other professionals to address broader wealth concerns. The firm is affiliated with Commonwealth Financial Network and draws on combined industry experience spanning nearly a century.

Jacksonville, Florida

J. Biance Financial, based in Jacksonville, Florida, specializes in investment management and retirement planning. The firm operates through AE Wealth Management, LLC, a registered investment advisor, and also offers insurance products including annuities under J. Biance Wealth Management, LLC. The practice employs a proprietary process called the Retirement Design System® that addresses investment, income, tax, healthcare, and legacy planning components. Principal Justin Biance holds the CFP® credential and has been recognized on the Forbes Top Financial Security Professionals ranking.

Jacksonville, Florida

Western & Southern Life is an investment advisory firm in Jacksonville, Florida. Services include Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Jacksonville, Florida

Paragon Wealth Strategies, based in Jacksonville, Florida, is part of Mercer Advisors and provides financial planning and investment management with a focus on retirement strategies. The firm serves healthcare professionals, executives at major Northeast Florida employers, and individuals with concentrated equity positions, combining local market expertise with resources of a national platform. Its team holds CFP credentials and integrates planning, investment management, tax, estate, and insurance services through a family office structure.

Jacksonville, Florida

First Coast Financial Group in Jacksonville provides financial planning and investment management services with a focus on retirement strategies. The firm operates through a long-term engagement model called the Voyager Plan, which includes comprehensive planning across investments, income, taxes, and estate planning, along with regular advisor access and client events. It also offers a Navigator Plan, an introductory no-cost engagement featuring portfolio stress testing and a preliminary retirement roadmap. The firm uses a fee-based approach and partners with Brookstone Capital Management for portfolio construction based on risk-appropriate strategy diversification rather than market timing.

Jacksonville, Florida

Fee-Only

Davis Capital Management is a fee-only financial advisory firm in Jacksonville, Florida that operates under fiduciary standards. The firm provides financial planning and investment management services, with particular expertise in estate planning and retirement planning, and serves both individuals and organizations. Advisors hold CFP certification and develop personalized strategies covering budgeting, investing, risk management, and tax-efficient portfolio construction. The firm requires a minimum of $250,000 in assets to engage its wealth management services.

Jacksonville, Florida

Merit Financial Advisors is an investment advisory firm in Jacksonville, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Jacksonville, Florida

Waverly Advisors is a Jacksonville-based firm offering financial planning and investment management services to private clients. The firm structures client portfolios using traditional asset classes and nontraditional alternatives, with customized planning that integrates investment management, tax, estate, and financial planning. Clients receive quarterly performance reporting net of all fees, access to a personalized Wealth Management Dashboard, and partner-level service from the firm's team.

Jacksonville, Florida

Kastelz Wealth Management, based in Jacksonville, Florida, offers investment management and wealth management services including retirement planning, estate planning, insurance strategies, and 401(k) plan administration. The firm works with individuals, families, and businesses, providing personalized financial planning alongside executive compensation strategies and risk management services. The principal, Bill, holds a finance degree from UNF's Coggin College of Business and brings extensive military background as a former Marine.

Jacksonville, Florida

Riverside Wealth Partners is an investment advisory firm in Jacksonville, Florida. The firm specializes in Investment Management and Retirement Planning. The office is open five days a week.

Jacksonville, Florida

St. Johns Asset Management is a fiduciary advisory firm based in Jacksonville, Florida, serving physicians, business owners, and individuals in or approaching retirement. The firm provides financial planning, investment management, business consulting, estate planning, tax strategies, and insurance services, structured around a client-centered planning process that emphasizes education and long-term engagement. Led by principal James Neshewat (who holds a law degree and backgrounds in economics) and Practice Manager/COO Insley, the firm offers hourly, flat, and percentage-based fee arrangements for plan creation and asset management. The practice operates with a focus on comprehensive financial solutions that address tax efficiency, liability protection, and portfolio management across evolving life circumstances.

Jacksonville Beach, Florida

Insurance-Based

Wahby Financial Group, LLC is an insurance-based wealth management firm founded in 2014 and located in Jacksonville Beach, Florida, offering financial planning services with a focus on retirement planning, protection planning, estate planning, and business succession. Led by Robin Wahby along with a team that includes registered representatives and financial professionals, the firm operates from a fiduciary perspective and utilizes the Macro Asset Perspective® planning process to guide clients through comprehensive financial decision-making.

Jupiter, Florida

Merit Financial Advisors is an investment advisory firm in Jupiter, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jupiter, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Jupiter, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Jupiter, Florida

Tribox Private Wealth is an investment advisory firm in Jupiter, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Jupiter, Florida

Corient is an investment advisory firm in Jupiter, Florida. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jupiter, Florida

Paolini Financial Group, LLC is an investment advisory firm in Jupiter, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Investment Management and Tax Strategy. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Jupiter, Florida

Fee-Only

Core Wealth Management is an investment advisory firm in Jupiter, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP credentials. Compensation is on a fee-only basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Key West, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Key West, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 2 Google reviews.

Kissimmee, Florida

Good Life Financial Advisors of Celebration serves pre-retirees, retirees, and new residents in the Kissimmee and Orlando area with retirement planning, investment management, tax strategies, and estate planning services. The firm's advisors, including a CFP professional and Air Force veteran, focus on clients navigating major life transitions and work through a process of understanding personal circumstances, goals, and risk tolerance to develop customized strategies.

Kissimmee, Florida

Florida Business Institute is an investment advisory firm in Kissimmee, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Lake City, Florida

Gulf Coast Financial Services, Inc. is an investment advisory firm in Lake City, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lake Mary, Florida

Jackson Wealth Management, LLC is an investment advisory firm in Lake Mary, Florida. Services include Investment Management and Tax Planning. The firm specializes in Retirement Planning and Tax Strategy. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lake Mary, Florida

Voyage Retirement Solutions is a financial advisory firm in Lake Mary, Florida, specializing in retirement planning and wealth management. The firm provides personalized planning services covering retirement strategy, business sale navigation, and benefits evaluation, operating independently to prioritize client interests. The team comprises qualified financial professionals who work directly with individuals, families, and organizations using a hands-on approach to address each client's distinct circumstances.

Lake Mary, Florida

Financial Services of Central Florida has operated in the Lake Mary area for 37 years, offering investment management services to central Florida clients. The firm emphasizes a relationship-based approach grounded in confidentiality, dependability, and trust.

Lake Mary, Florida

MyAdvisorJoe is a Lake Mary, Florida–based advisory firm focused on retirement income planning and investment strategy, particularly for clients within 10 years before or 5 years after retirement. The firm offers customized recommendations across investment management, income planning, tax strategy, estate planning, and healthcare considerations, drawing on over 20 years of experience. Services include structured investment analysis, Social Security planning, account sequencing guidance, and Roth conversion evaluation, with an emphasis on balancing growth, protection, and tax-efficient spending strategies.

Lake Mary, Florida

Rivers Wealth Management, based in Lake Mary, Florida, provides investment management and wealth planning services with a focus on retirement strategies. The firm emphasizes research-driven investment approaches and offers guidance on annuities and asset preservation. The firm has earned a 5-star rating on Google based on 19 reviews.

Lake Placid, Florida

Jim DiNapoli Securities America, based in Lake Placid, Florida, provides financial planning and investment management services with a focus on retirement planning. Led by James DiNapoli, a Registered Principal with 38 years of industry experience and multiple securities licenses (Series 7, 8, 63, and 66), the firm operates as a branch office of Osaic Wealth and serves families and small businesses. The advisory process begins with understanding the client's financial situation and goals, followed by plan review and recommendations to align assets with retirement and income objectives, using products including annuities, IRAs, 401(k)s, and life insurance.

Lake Wales, Florida

The Floyd Investment Group is an investment advisory firm in Lake Wales, Florida. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lakeland, Florida

Johnson Stivender Wealth Advisors, Inc. - Raymond James is an investment advisory firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Lakeland, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office is open daily.

Lakeland, Florida

Webbs Family Financial Services, based in Lakeland, Florida, offers investment management and retirement planning services under the direction of Stephen P Webb, a financial advisor and insurance agent registered through Kovack Securities and Kovack Advisors (SEC registered). The firm operates on a fiduciary basis, serving clients across various stages of life with an emphasis on educational guidance rather than sales-driven recommendations, and includes specialized support in Medicare planning and estate planning coordination.

Lakeland, Florida

Bates Capital is a Lakeland-based financial advisory firm founded by Ryan C. Bates, an Investment Adviser Representative, and Alyssa Bates, Chief Operating Officer. The firm provides financial planning and investment management services with a focus on retirement planning and income strategies, operating as a Registered Investment Adviser through AE Wealth Management, LLC, while also offering insurance products through its insurance business. Ryan Bates holds life, health, and annuity insurance licenses and has completed Series 6, Series 65, and Series 7 securities examinations.

Lakewood Ranch, Florida

Base Wealth Management is an SEC-registered investment adviser in Lakewood Ranch, Florida, founded in 2022 by Dan DiLascia. The firm provides investment management and wealth planning services on a fee-based, fiduciary basis, with particular focus on pre-retirees addressing withdrawal strategy, tax planning, and retirement income design. The firm serves a diverse clientele including business owners, executives, and professionals navigating major life transitions or workplace benefits optimization.

Lakewood Ranch, Florida

J & J Wealth Advisors is an investment advisory firm in Lakewood Ranch, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 107 Google reviews.

Lakewood Ranch, Florida

Fee-Based + Fee-Only

Base Wealth Management is an SEC-registered investment adviser in Lakewood Ranch, Florida, founded in 2022 by Dan DiLascia. The firm provides investment management and wealth planning services on a fee-based, fiduciary basis, with particular focus on pre-retirees addressing withdrawal strategy, tax planning, and retirement income design. The firm serves a diverse clientele including business owners, executives, and professionals navigating major life transitions or workplace benefits optimization.

Lakewood Ranch, Florida

Raymond James & Associates is an investment advisory firm in Lakewood Ranch, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Lakewood Ranch, Florida

Prosperity Group Advisors, LLC is an investment advisory firm in Lakewood Ranch, Florida. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Land O' Lakes, Florida

Union Financial Services is a family-owned independent firm in Land O' Lakes, Florida, that has operated since 2006 and serves clients in New Jersey, Pennsylvania, and Florida. The firm provides investment management and retirement planning services, operating under a fiduciary standard and developing individualized financial plans based on each client's goals, current situation, and risk tolerance. Union Financial Services follows a structured planning process: establishing client goals, analyzing existing assets, creating an implementation plan, and conducting annual reviews to adjust for life changes.

Land O' Lakes, Florida

Independent RIA

Independent Financial Services is an independent ria firm in Land O' Lakes, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Largo, Florida

Independent RIA

Econologics Financial Advisors is a registered investment advisor based in Largo, Florida that serves practice owners and their associates. The firm provides financial planning and investment management, with particular focus on how practice finances integrate with personal wealth building, including business succession and tax strategy. Operating under fiduciary duty, the firm uses a proprietary tracking system called Econometry Analytics to monitor client progress toward stated financial goals.

Largo, Florida

Jazz Wealth Managers is an SEC-registered investment management firm based in Largo, Florida that specializes in retirement planning. The firm operates as a fiduciary and builds its own technology platforms rather than relying on third-party software. It uses a fee structure that decreases as client assets increase, with certain services available to accounts of $250,000 or more, and emphasizes personalized client service through direct advisor relationships.

Largo, Florida

Raymond James & Associates is an investment advisory firm in Largo, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Largo, Florida

Timberlake Financial, LLC is an investment advisory firm in Largo, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Lutz, Florida

Emphasize Financial Planning is an investment advisory firm in Lutz, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Lutz, Florida

Keystone Wealth Group is an investment advisory firm in Lutz, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lutz, Florida

Independent RIA

PFG Private Wealth Management is an independent registered investment advisor based in Lutz, Florida, offering financial planning and investment management services with particular expertise in estate and retirement planning. The firm has operated since 1969 and manages client portfolios using a planning-based approach supported by technology tools. The practice also provides advisory services to business owners regarding employee retention strategies, executive compensation, and company succession planning, along with guidance on retirement plan design and administration.

Lutz, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lutz, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Lutz, Florida

Fee-Based + Fee-Only

Base Wealth Management is an SEC-registered investment adviser in Lutz, Florida that provides financial planning and investment management services on a fee-based and fee-only basis. Founded in 2022 by Dan DiLascia, the firm operates under fiduciary standards and focuses on pre-retirees and those transitioning into retirement, offering withdrawal strategy design, tax planning, and retirement income structuring. The team includes CFP-credentialed advisors and serves business owners, executives, and professionals across various industries.

Lutz, Florida

Cima Sports & Wealth Management is a Florida-based registered investment advisor specializing in financial planning, retirement planning, lifestyle planning, and investment management for professional athletes and high-income entertainers. The firm operates on a fee-only basis and maintains fiduciary status, meaning it is legally obligated to act in clients' best interests. Founded by Jorge Diaz-Druet, a wealth advisor with 18 years of experience and former Division 1 athlete background, the firm provides customized advisory services tailored to individual client circumstances.

Maitland, Florida

KAR Wealth Management is an investment advisory firm in Maitland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Medley, Florida

CLV Group is a Medley, Florida–based financial services firm offering tax preparation and planning, bookkeeping and accounting, retirement and investment planning, budgeting and debt management, and immigration services. Operating for over 7 years with a bilingual English and Spanish staff, the firm serves individuals, families, and small businesses, and provides free initial consultations across its service offerings.

Melbourne, Florida

Fee-Only

Moisand Fitzgerald Tamayo, LLC is a fee-only, independent fiduciary financial advisory firm with offices throughout Florida and in the Dallas–Fort Worth area, offering financial planning and investment management services. The firm is 100% employee-owned and integrates tax planning with broader financial strategy, employing licensed tax advisors who can provide specific tax guidance and IRS representation. They structure their recommendations around income management, retirement distributions, investment tax efficiency, and year-round tax strategy coordination. The firm does not accept commissions or product fees and works remotely with clients when local office access is inconvenient.

Melbourne, Florida

Ataraxis Financial Planning LLC is an investment advisory firm in Melbourne, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Melbourne, Florida

Independent RIA

Borde & Associates P.A. is an independent registered investment adviser and insurance agency based in Melbourne, Florida, serving individuals, families, and businesses. The firm offers financial planning and investment management with a focus on retirement planning, diversified investments, IRAs, 401(k)s, annuities, and risk management, alongside a broad range of insurance products including health, life, long-term care, and commercial coverage. The firm's associates hold Florida insurance licenses and are registered investment adviser representatives. As an independent RIA, the firm acts as a fiduciary in its investment advisory capacity.

Melbourne, Florida

MSC Capital Advisors, founded in 2023, is an investment management firm based in Melbourne, Florida. The firm employs event-driven and deep value investing approaches, led by founder Chris (a Series 7, 24, 79, 63, 65, 99, and SIE-licensed professional) and CFO Emily (who holds an MBA from NYU Stern and is pursuing the CFA designation). The firm manages investment funds for clients with a stated focus on both risk mitigation and return objectives across varying market environments.

Melbourne, Florida

Raymond James & Associates is an investment advisory firm in Melbourne, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Melbourne, Florida

Wilmarth Private Wealth Management of Raymond James is an investment advisory firm in Melbourne, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.

Melbourne, Florida

Honor Financial Group is an investment advisory firm in Melbourne, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Miami, Florida

Fee-Only

Team Hewins offers financial planning and investment management with a specialty in estate planning, operating on a fee-only basis from offices in Miami and Boca Raton, Florida, as well as the Bay Area. The firm emphasizes coordinated planning that integrates clients' existing professional relationships, including tax professionals and attorneys, and structures its engagement around understanding each client's specific financial situation and goals.

Miami, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Miami, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Miami, Florida

BBVA Global Wealth Advisors is an SEC-registered investment adviser based in Miami, Florida, established in 2024, offering retirement planning services. The firm operates on a non-discretionary basis, meaning clients retain decision-making authority over all trades and investment actions, with the advisory team providing research and strategic guidance.

Miami, Florida

NewEdge Wealth is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Miami, Florida

Infinite Capital Solutions is a Miami-based financial planning firm specializing in insurance products and strategies for business owners, real estate investors, and entrepreneurs. The firm offers term and whole life insurance, mortgage protection, long-term care coverage, annuities, estate planning, and will/trust creation services, with a stated focus on infinite banking principles and capital efficiency. Led by founding partners Josh and Yaritza Waxman, the firm targets clients earning $500,000 or more annually and emphasizes integrating insurance and financial strategies into business and real estate cash flow planning.

Miami, Florida

M&J Multiservices Company LLC, based in Miami, offers tax preparation for individuals and businesses, business formation assistance, immigration document coordination with legal counsel, consular services, and insurance placement across multiple lines. The firm serves personal and business clients with a focus on tax compliance, organizational support, and administrative guidance. The company is not a law firm and does not provide legal advice.

Miami, Florida

Guerra Wealth Advisors is an independent fiduciary firm in South Florida with approximately 40 years of combined experience managing over $600 million for thousands of clients. The firm specializes in retirement planning and estate planning, offering a structured five-step planning process called the Guerra Freedom Plan that aims to align financial strategy with clients' goals and values. Led by principals Sebastian and Fabian Guerra, the firm serves families in the South Florida region and accepts new clients through discovery meetings.

Miami, Florida

Raymond James & Associates is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Miami, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Miami, Florida

Pangea Financial Planning & Employee Benefits is an investment advisory firm in Miami, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 42 Google reviews.

Miami, Florida

Independent RIA

CAPTRUST is an independent ria firm in Miami, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office is open five days a week.

Miami, Florida

Wirehouse

Merrill Lynch Financial Advisor Gabriel Sanchez is a wirehouse firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Miami, Florida

C. A. G. Capital Management of Raymond James is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Miami, Florida

Focus Partners Wealth is a Miami-based financial advisory firm offering financial planning and investment management services with a specialization in retirement planning. The firm takes a values-driven approach, incorporating clients' personal goals and priorities into its planning process and investment strategies. The firm serves individual investors, business owners, and nonprofit organizations, drawing on a network of specialized professionals to address clients' broader financial needs.

Miami, Florida

Manana Management is an investment advisory firm in Miami, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 3 Google reviews.

Miami, Florida

Amida Wealth Advisors is a financial planning firm based in Miami, Florida that serves forward-thinking, affluent clients with diverse financial needs. The firm structures its planning approach around seven key areas of financial planning and incorporates five dimensions of wealth—health, career, finances, relationships, and personal growth—into client engagement. The firm also provides tools such as a Personal Information Organizer to help clients consolidate their financial, legal, medical, and professional documentation.

Miami, Florida

Griffin Planning is an independent financial advisory firm in Miami offering financial planning services to both individuals and business clients. For individual clients, the firm addresses investment management and financial planning; for business clients, it handles benefits planning, compensation matters, and succession planning. As an independent firm, Griffin Planning states it works with leading investment companies to develop plans aligned with each client's specific circumstances.

Miami, Florida

VGFINTECHADVISORS is an investment advisory firm in Miami, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Miami, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Miami Lakes, Florida

Praveen Bisundial is a regional leader with Primerica Financial Services in Miami Lakes, Florida, operating since 2016 as a life insurance representative licensed in Florida, New York, and Tennessee. The firm offers investment management services including mutual funds, annuities, and managed investments, along with tax-deferred and employer retirement plan options through its broker-dealer, PFS Investments Inc. Bisundial's approach emphasizes goals-based investing focused on emergency funding, long-term investing, retirement income generation, and education around fundamental financial concepts.

Mt Dora, Florida

Merit Wealth Advisors is led by CFP® professionals Jeff Ackler and Isabel Ortiz, based in the Mt. Dora area with office locations in Maitland, Orlando, and Tavares, Florida. The firm specializes in retirement planning and investment management, working with clients and families to develop strategies for sustained retirement income and wealth management. Both advisors hold the CERTIFIED FINANCIAL PLANNER™ credential and operate under fiduciary duty, committing to act in clients' best interests. The firm offers meetings via phone, video, and in-person at multiple central Florida locations.

Naples, Florida

Aviance Capital Partners is an independently owned investment management and financial planning firm based in Naples, Florida, operating since 2008. The firm offers retirement income planning, tax-efficient investing, and customized portfolio management, with a team of credentialed professionals including CFPs and CFAs. It operates as a registered investment adviser and emphasizes personalized service through a low client-to-advisor ratio.

Naples, Florida

Planning Alternatives is a fee-only fiduciary financial advisor based in Naples, Florida, offering financial planning and investment management services. The firm emphasizes a values-driven approach that aligns wealth management with clients' personal goals and legacy intentions, using comprehensive financial planning as the foundation for client relationships.

Naples, Florida

Florida Trust Wealth Management is an independent trust company in Naples serving clients since 2001, managing over $5 billion in assets. The firm provides financial planning, investment management, and estate planning services, operating on a fee-only basis with no commissions or proprietary products. As a fiduciary trust company, it coordinates trust administration, retirement planning, tax strategy, and legacy planning within a single integrated approach, serving individuals, families, and business owners across Florida.

Naples, Florida

Advanced Wealth Advisors is an investment advisory firm in Naples, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 40 Google reviews.

Naples, Florida

Prudent Financial Services, LLC, based in Naples, Florida, provides financial planning and investment management services with a focus on pre-retirees and retirees. Founded in 2019 by W. Dean Burdette, an Investment Advisor Representative with over 25 years of banking and financial advisory experience, the firm develops individualized financial strategies centered on five planning pillars: income, investments, healthcare, taxes, and legacy planning. The firm also serves high-net-worth and ultra-high-net-worth clients seeking more sophisticated financial strategies.

Naples, Florida

Patrumin Investors is an investment management firm based in Naples, Florida, that specializes in U.S. equity portfolio construction and management. The firm employs a fundamental research approach centered on free cash flow analysis and direct company engagement, with the founding team having over 30 years of combined experience visiting companies, attending industry conferences, and analyzing financial statements. Patrumin offers investment strategies including SMA and UMA account management services, and the principals maintain personal capital in each strategy they manage for clients.

Naples, Florida

Wagon Wheel Financial provides financial planning and investment management services with offices in Naples, Florida and Grants Pass, Oregon, serving clients across their entire retirement lifecycle. The firm operates under fiduciary standards, meaning advisors are legally obligated to prioritize client interests over firm compensation. Their service offerings include retirement planning, estate planning strategies, tax-efficient investing, insurance planning, and comprehensive wealth management, with an emphasis on transparent fee disclosure and commission-free recommendations.

Naples, Florida

Four Seasons Wealth Management is an investment advisory firm in Naples, Florida. Services include Financial Planning. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Naples, Florida

Independent RIA

Verdence Capital Advisors is an independent, fiduciary wealth management firm in Naples serving high-net-worth individuals, families, and business owners. The firm provides investment management, financial planning, estate planning, family office services, and business exit advisory, with particular expertise in executive planning, business succession, and liquidity strategies for entrepreneurs.

Naples, Florida

Fee-Only

Annex Wealth Management's Naples branch is a fee-only fiduciary firm offering financial planning and investment management, with particular expertise in estate planning and retirement planning. The firm employs an in-house team to develop customized plans that address clients' investments, taxes, family circumstances, and employment situation. As a registered investment adviser, it operates without commission-based compensation.

Naples, Florida

Independent RIA

Victory Independent Planning is an independent registered investment advisor in Naples, Florida, offering financial planning and investment management to individuals, families, and nonprofit organizations. The firm is led by Patrick Huey, a CFP®, Chartered Advisor in Philanthropy®, and Accredited Tax Preparer with a background as a naval flight officer, and employs a fiduciary standard of care. Core service areas include retirement income planning, investment strategy and portfolio management, tax planning and preparation, and comprehensive financial planning using proprietary discovery and planning systems. The firm serves specialized clientele including defense industry veterans, small business owners, large IRA holders, law enforcement retirees, and individuals managing inherited wealth or charitable giving strategies.

Naples, Florida

Independent RIA

True Classic Wealth is an independent registered investment adviser in Naples, Florida that specializes in retirement planning and financial planning services. The firm offers income planning strategies, investment model portfolios, tax analysis and filing services through professional networks, and estate planning consultation covering wills, trusts, and related arrangements. Their stated approach involves four phases: discovery of client objectives, strategy development, implementation of recommendations, and ongoing plan reviews and adjustments.

Naples, Florida

McDermott Investment Advisors, LLC is an investment advisory firm in Naples, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Naples, Florida

Heritage Financial Consultants is a financial planning firm with multiple locations, including a principal office in Hunt Valley, Maryland, and operations across numerous states. The firm provides financial planning, investment management, and retirement planning services to individuals, families, and businesses through a team of credentialed advisors holding designations including CFP®, ChFC®, CFA®, and other professional certifications. The firm is registered with FINRA/SIPC through Osaic Wealth, Inc., and takes a holistic planning approach intended to align client finances with personal values and goals.

Naples, Florida

Alliance Financial Group is a Naples-based financial advisory firm providing financial planning and investment management services. The firm serves over 11,000 clients across all 50 states and administers approximately $1.6 billion in assets. The firm uses its proprietary Living Balance Sheet tool to help clients track accounts, monitor cash flow, and align financial decisions with personal goals and values.

Naples, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Naples, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Naples, Florida

Zhang Financial is an investment advisory firm in Naples, Florida. Services include Financial Planning. The firm specializes in Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Naples, Florida

Blue Trust is a financial advisory firm with offices across the country, including a Naples location, that integrates estate planning with broader wealth management services. The firm serves clients seeking coordinated financial guidance across multiple life stages, with a stated emphasis on aligning financial decisions with personal values centered on faith, family, and legacy building.

Naples, Florida

Fee-Only Independent RIA

Elwood & Goetz Wealth Advisory Group is an independent, employee-owned financial advisory firm founded in Athens, Georgia, with offices in Athens, Atlanta, and a satellite location in Naples, Florida. The firm operates on a fee-only basis and maintains fiduciary status, providing financial planning and investment management services to families across multiple states. The advisory team includes CFP® certificants, CDFA® professionals, and individuals with advanced degrees from leading financial planning programs, many with prior experience at major institutions including Vanguard, Fidelity, and Merrill Lynch. The firm serves over 500 families and does not earn commissions or accept product placement fees, instead structuring its compensation around client fees.

Naples, Florida

Independent RIA

Capital Wealth Advisors is an independent ria firm in Naples, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.1-star rating from 7 Google reviews.

Naples, Florida

Wirehouse

True Wealth Design is a wirehouse firm in Naples, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week.

Naples, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Naples, Florida. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance.

New Smyrna Beach, Florida

Chase C. Smith is a financial advisor in New Smyrna Beach, Florida, offering financial planning and investment management services with a focus on retirement planning. The firm operates through IFP Advisors, LLC (a registered investment advisor) and IFP Securities, LLC (a FINRA/SIPC member), providing personalized investment advice where licensed to do so.

Niceville, Florida

McGregor Financial Group, based in Niceville, Florida, provides retirement planning and financial advisory services with a focus on federal employee benefits and Social Security optimization. The firm operates across six states including Florida, Arkansas, Georgia, Alabama, Tennessee, and New Mexico, offering both in-person and virtual consultations. Founded by Dale McGregor, an Investment Adviser Representative and licensed insurance professional, the firm creates personalized financial strategies for clients seeking retirement guidance. The team specializes in estate planning and retirement planning services designed for individual client needs.

North Miami Beach, Florida

Independent RIA

Pioneer Family Office is an SEC-registered independent investment advisor operating as a family office from North Miami Beach, Florida. The firm delivers financial planning and wealth management services to clients across multiple continents, with no proprietary products or sales quotas. Established in 1986 and part of the Pioneer Wealth Management Group, the firm structures its advisory relationships around client-specific objectives rather than standardized offerings.

Ocala, Florida

Vazquez Wealth Management, based in Ocala, Florida, provides financial planning and wealth management services to individuals, families, and businesses. The firm offers retirement planning, business planning, and tax-efficient investment strategies, employing a data-driven approach informed by each client's risk tolerance and time horizon. With over a decade in business, the firm operates from 725 East Silver Springs Boulevard and serves clients through both in-person and virtual engagements.

Ocala, Florida

Ergle Financial Services is an investment advisory firm in Ocala, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Ocala, Florida

Alliance Advisors Wealth Management, founded in 1999 and based in Ocala, Florida, is a registered investment advisor led by founder David Peters, who holds a Series 65 license and insurance credentials. The firm provides investment management, retirement planning, tax planning, and long-term care planning services to individuals, families, and business retirement plans. David Peters brings decades of experience from Wall Street and a University of North Carolina economics degree to his client relationships.

Ocala, Florida

Truesdell Wealth is an investment advisory firm in Ocala, Florida. Services include Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Ocala, Florida

Canopy 360 Wealth is an investment advisory firm in Ocala, Florida. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ocala, Florida

Pinnacle Retirement Advisors, LLC is a financial planning firm in Ocala, Florida that specializes in retirement planning. Led by Gary W. Crawford (RICP®) and Dawn Crawford, the firm uses a holistic approach to help clients address retirement income needs, asset protection, and legacy planning through strategies that may include annuities, investments, IRA/401(k) rollovers, insurance products, and tax-efficient planning. The firm operates as both an insurance business and a registered investment adviser through AE Wealth Management, LLC, and employs a process called Retirement Atlas to map clients' post-retirement financial picture and adjust strategies as circumstances change.

Ocala, Florida

Fee-Only

Wyrostek Financial and Business Coaching, LLC is an investment advisory firm in Ocala, Florida. It acts as a fiduciary. The firm specializes in Estate Planning and Investment Management. Compensation is on a fee-only basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Ocala, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Ocala, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 8 Google reviews.

Ocala, Florida

Wealth and Income Strategies Inc. is an investment advisory firm in Ocala, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Ocala, Florida

Insurance-Based

Cala Financial Group LLC is an insurance-based firm in Ocala, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Odessa, Florida

D RIGGS FINANCIAL LLC is an investment advisory firm in Odessa, Florida. Services include Financial Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 22 Google reviews.

Orlando, Florida

Fee-Only

Savant Wealth Management is an investment advisory firm in Orlando, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Orlando, Florida

Stokes Wealth is an investment advisory firm in Orlando, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Orlando, Florida

Good Life Financial Advisors of Orlando, based in Orlando, Florida, specializes in retirement planning and investment management for individuals at various stages of their financial journey. The firm, led by financial advisor Mike Bensey, takes a team-based approach and emphasizes personalized planning that accounts for each client's risk tolerance, time horizon, and objectives. The firm offers hands-on service covering retirement strategies, money management, insurance, and estate conservation, with a focus on helping clients address the challenge of longevity in retirement.

Orlando, Florida

Independent RIA

Brinkman Accounting & Wealth Advisors is an independent ria firm in Orlando, Florida. It acts as a fiduciary. Services include Investment Management and Tax Planning. The firm specializes in Estate Planning, Retirement Planning, and Tax Strategy. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.4-star rating from 26 Google reviews.

Orlando, Florida

OxenFree Financial is an Orlando-based firm providing financial planning and investment management services. The firm is recognized as a SmartVestor Pro and serves clients across multiple life stages, including those early in their careers, planning for retirement, starting families, and managing inheritances. The company emphasizes a client-centered approach grounded in core values of humility, continuous improvement, and genuine care for client relationships.

Orlando, Florida

Insurance-Based

M. Paul Armstrong - Northwestern Mutual is an insurance-based firm in Orlando, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CFP credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Orlando, Florida

Weiser Financial is an Orlando-based financial advisory firm that offers financial planning and investment management services, with a focus on retirement and estate planning strategies. The firm works with clients to assess their financial circumstances and objectives, then develops customized plans and provides ongoing guidance. Weiser Financial emphasizes personalized service, client education on financial concepts and investment products, and addresses concerns specific to retirement years such as asset sustainability and longevity risk.

Orlando, Florida

Anne Franklin is an investment advisory firm in Orlando, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 12 Google reviews.

Orlando, Florida

Polley Wealth Management is a registered investment adviser and independent fiduciary firm based in Orlando, Florida, serving high-net-worth individuals. The firm provides financial planning, investment management, and wealth advisory services, including tax planning, estate planning, risk management, and business advisory services through a virtual family office model. As an independent firm with no affiliations to banks, mutual funds, or insurance companies, it delivers advice unbiased by conflicts of interest. The firm works with institutional-class money managers and provides access to private equity, venture capital, and hedge funds for qualified clients.

Orlando, Florida

Independent RIA

Guided Financial Advisors is an independent registered investment advisor based in Orlando, Florida, offering financial planning and wealth management services. The firm specializes in retirement planning and investment management, using a proprietary planning approach to develop customized strategies aligned with client values and goals. As an independent advisory firm, it provides comprehensive financial planning without reliance on commissions.

Orlando, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Orlando, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. It holds a 4.3-star rating from 6 Google reviews.

Ormond Beach, Florida

Insurance-Based

Northwestern Mutual - Ormond Beach is an insurance-based firm in Ormond Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Ormond Beach, Florida

Plan to Prosper Wealth Management is an SEC-registered investment advisor based in Ormond Beach, Florida, offering investment management and wealth management services. The firm provides retirement planning, protection planning through disability and life insurance strategies, estate planning coordination, education planning, and 401(k) advisory services for business owners. Led by Erick J. Palacios (MBA, Fiduciary Advisor) and Brent Buckmaster (Wealth Advisor), the firm evaluates clients at all income levels and life stages to develop personalized financial strategies.

Ormond Beach, Florida

Wirehouse

Lauren Burkhalter at Morgan Stanley is a wirehouse firm in Ormond Beach, Florida. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Ormond Beach, Florida

Kris Stockhammer LPL Financial, based in Ormond Beach, Florida, provides financial planning and investment management services with an emphasis on retirement strategy development. The firm employs a three-step approach centered on asset accumulation, capital preservation, and income generation, and describes itself as using a team-based model to serve clients across varying financial situations and risk profiles. The practice conducts personalized financial strategy consultations to understand individual circumstances and investment objectives before developing individualized plans.

Osprey, Florida

Paracca Financial Group - CPAs & Advisors is an investment advisory firm in Osprey, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Oviedo, Florida

Semper Wealth Management is a registered investment adviser founded in 2019 by Mike Machata, a Marine Corps and Purple Heart veteran, located in Oviedo, Florida. Led by a CFP® professional, the firm operates as a fiduciary and provides financial planning, investment management, and wealth management services primarily to professionals, business owners, and veterans through detailed financial planning and technology-enabled strategies. The firm emphasizes tax-efficient approaches and uses cycle analysis in constructing customized investment strategies.

Palatka, Florida

Riverside Wealth Advisors - Palatka Office is an investment advisory firm in Palatka, Florida. Services include Financial Planning. The firm specializes in Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Palatka, Florida

Insurance-Based

John Ginn, Registered Representative - New York Life is an insurance-based firm in Palatka, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Palm Bay, Florida

TruePath Financial Design is a Palm Bay-based financial planning firm serving individuals and families in or approaching retirement. The firm provides financial planning and investment management services, with a focus on retirement income strategy, tax planning, and long-term wealth management. TruePath emphasizes a relationship-driven advisory approach centered on understanding client priorities and providing ongoing guidance through life changes rather than one-time planning engagements.

Palm Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Palm Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Palm Beach Gardens, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Palm Beach Gardens, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Palm Beach Gardens, Florida

Fee-Only

Meridian Wealth Management, LLC is an investment advisory firm in Palm Beach Gardens, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Palm Beach Gardens, Florida

FF Global Capital is a wealth management firm in Palm Beach Gardens, Florida, providing financial planning and investment management to individuals, families, and businesses, including international clients. The firm employs CFP® professionals and states it operates under a fiduciary duty to place client interests first, basing decisions on data and developing individualized investment strategies after gathering detailed financial information and understanding client circumstances and objectives. The firm uses Royal Bank of Canada for clearing and custody services.

Palm Beach Gardens, Florida

Raymond James & Associates is an investment advisory firm in Palm Beach Gardens, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Palm Beach Gardens, Florida

Richard Donegan - Financial Advisor at Raymond James & Associates is an investment advisory firm in Palm Beach Gardens, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Palm Beach Gardens, Florida

Independent RIA

Wealthspire is an independent ria firm in Palm Beach Gardens, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Palm City, Florida

Wirehouse

Edward Jones - Financial Advisor: Bryce R Buchanan, AAMS® is a wirehouse firm in Palm City, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Palm Coast, Florida

TMRW Financial Group, based in Palm Coast, Florida, provides financial planning and investment management services with a focus on clients approaching or in retirement. The firm employs a data-driven three-step process and emphasizes personalized guidance tailored to individual circumstances, with a team that includes financial planners and investment advisor representatives bringing combined decades of industry experience.

Panama City, Florida

Raymond James & Associates is an investment advisory firm in Panama City, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

Panama City, Florida

Wirehouse

John Douglas Insurance & Financial Services is a Florida Blue agency based in Panama City that offers health insurance, Medicare plans, and property-and-casualty coverage including auto, home, and business insurance through its We Insure John Douglas branch. The firm also provides financial services including retirement planning, employer benefit plans, and investment management for individuals and businesses. Operating for over four decades, the firm serves Bay County and broader Florida with insurance enrollment assistance at no additional cost to clients, alongside financial advisory services.

Panama City Beach, Florida

Burns Estate Planning and Wealth Advisors, based in Panama City Beach, Florida, is led by founder Ernie Burns and Erin Berglund-Burns and focuses on retirement planning alongside estate planning and wealth transfer services. The firm helps clients prepare for and structure their retirement years through planning that addresses Social Security, Medicare, healthcare, and long-term care considerations. Ernie Burns was named a Forbes Best-In-State Wealth Advisor for Louisiana in 2024 and hosts a radio program on retirement topics.

Pembroke Pines, Florida

Independent RIA

Doctor Cash is an independent registered investment adviser and fiduciary based in Pembroke Pines, Florida that specializes in investment management. The firm operates as a financial intermediary connecting small and medium-sized businesses and individuals with lending partners through a network of banks, offering services including business loans, credit repair, personal financing, and equipment financing. Founded in 2007 and operating for over a decade, the firm employs internal accountants, financial advisors, credit strategists, and loan preparation specialists to handle documentation and case management end-to-end. The firm has helped over 150,000 small businesses access capital and also provides tax advisory and accounting support through certified public accountants.

Pensacola, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Pensacola, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Pensacola, Florida

Alphastar Wealth Management Emerald Coast, based in Pensacola, Florida, offers financial planning services with a focus on retirement planning across individuals, families, businesses, and institutions. The firm employs independent advisors and describes its approach as proactive and educational, working with clients to develop customized strategies aligned with their retirement objectives and risk tolerance. Led by Managing Partner Bob Beargie, the team emphasizes ethics, integrity, and client-first relationships throughout the planning and execution process.

Pensacola, Florida

Insurance-Based

Dr.A Discepolo, Agent - New York Life is an insurance-based firm in Pensacola, Florida. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pensacola, Florida

Prosperous Wealth Management is an investment advisory firm in Pensacola, Florida. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Pensacola, Florida

Andrew Martin, Founder and President - Atlas Financial Strategies, LLC is an investment advisory firm in Pensacola, Florida. Services include Financial Planning. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Pensacola, Florida

Wealth Dx is an investment advisory firm in Pensacola, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 13 Google reviews.

Pensacola, Florida

Raymond James & Associates is an investment advisory firm in Pensacola, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Pensacola, Florida

WEALTHWAVE is an investment advisory firm in Pensacola, Florida. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Pensacola, Florida

Independent RIA

Armada Advisors is a registered investment advisor based in Pensacola, Florida, offering investment management and financial planning services on a discretionary and non-discretionary basis. The firm serves clients across multiple account types, including retirement accounts, brokerage accounts, trusts, and education savings plans. Wesley Odom is the principal and also offers trustee services.

Ponte Vedra Beach, Florida

Values First Advisors is a faith-based financial advisory firm founded in 2009 with offices in Ponte Vedra Beach, Florida, Kansas City, Kansas, and the Tri-Cities, Tennessee area, serving over 900 clients across 30+ states. The firm offers investment management, financial planning, retirement planning, and biblically responsible investing strategies designed to align with clients' Christian values. Led by partners Benji Nunn and Alex Ellis, the practice integrates faith-based principles into its wealth management and planning approach while also providing virtual advisory services nationwide.

Ponte Vedra Beach, Florida

Blue Heron Wealth Advisors of Raymond James is an investment advisory firm in Ponte Vedra Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office is open five days a week.

Ponte Vedra Beach, Florida

Wirehouse

Commodore Wealth Management Group is a Wells Fargo Advisors wirehouse office in Ponte Vedra Beach, Florida, offering investment management and retirement planning services. The firm follows a process that begins with identifying client goals and risk tolerance, reviewing current holdings, and analyzing debt and insurance needs, then constructs portfolios aligned with those objectives and conducts periodic reviews. Clients can meet online or in person to discuss their financial situation.

Ponte Vedra Beach, Florida

Wirehouse

Ponte Vedra Wealth Management Group of Wells Fargo Advisors is a wirehouse-affiliated financial advisory firm based in Ponte Vedra Beach, Florida, offering financial planning and investment management with a focus on retirement planning. The firm develops customized investment strategies aligned with client objectives and provides service through in-person meetings, phone, or email communication.

Ponte Vedra Beach, Florida

Vigil Wealth Management LLC, based in Ponte Vedra Beach, Florida, provides investment management and financial planning services with a focus on retirement planning. The firm's approach emphasizes understanding each client's individual circumstances and objectives before developing a strategy, and adapting plans as client needs evolve over time.

Ponte Vedra Beach, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Ponte Vedra Beach, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Independent RIA

Skyview Financial Group is a fee-only independent registered investment adviser with offices in Ponte Vedra Beach, Florida and Morristown, New Jersey, serving clients nationwide. The firm specializes in investment management and integrated wealth planning that encompasses portfolio construction, financial planning, tax coordination, and retirement and equity compensation matters. As an independent RIA operating under fiduciary obligation, the firm develops customized investment strategies and plans based on individual client circumstances rather than proprietary or packaged products.

Ponte Vedra Beach, Florida

Wirehouse

Leslie Dix- Kwiatek, AAMS, WMS- Grall & Dix Wealth Management - Merrill Lynch Wealth Management is a wirehouse firm in Ponte Vedra Beach, Florida. Services include Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Ocean Pointe Financial Services Group is an independent, fiduciary-registered advisor in Ponte Vedra Beach, Florida, offering retirement planning, investment management, estate planning, education funding, insurance analysis, and divorce financial planning. The firm charges transparent, assets-under-management fees with no hidden costs and typically works with clients holding $500,000 or more in investable assets, though minimum account requirements are flexible. The team includes CFP® professionals and advisors with Series 7, Series 66, and Florida 2-15 licenses, drawing on over 90 years of combined industry experience. Client assets are held with independent custodians such as Fidelity and Schwab, and the firm's six-step engagement process emphasizes understanding client goals and building customized strategies around the full financial picture.

Ponte Vedra Beach, Florida

Fee-Only

Clear Financial Strategies is a fee-only fiduciary firm in Ponte Vedra Beach, Florida, founded in 2006 by Allen, who holds the AIF®, CEPA®, and PPC® designations. The firm provides financial planning, investment management, and estate planning services, with particular expertise in employer-sponsored retirement plans, business exit strategy, and wealth management for business owners and executives. Operating as a fiduciary through Redhawk Wealth Advisors, the firm follows a multi-step planning process that begins with discovery and assessment, moves through document gathering and analysis of client relationships, and concludes with a comprehensive plan presented back to the client.

Ponte Vedra Beach, Florida

Carson Wealth is an investment advisory firm in Ponte Vedra Beach, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ponte Vedra Beach, Florida

Insurance-Based

Wheeler Wealth is a veteran-owned investment management firm in Ponte Vedra Beach, Florida, led by founder and CEO Price Wheeler (AIF®, CPFA®) and Chief Investment Officer Mark Tucker (CFA®). The firm provides retirement planning, estate planning, and investment management services, with a team that includes specialists in planning and education as well as retirement plan administration. Drawing on over two decades of portfolio management experience, the firm serves high-net-worth clients and businesses using a combination of individual equities, fixed income securities, ETFs, and mutual funds.

Ponte Vedra Beach, Florida

Ponte Vedra Wealth is a Registered Investment Advisor based in Ponte Vedra Beach, Florida, offering financial planning, investment management, and tax strategy services. The firm operates under fiduciary duty and employs advisors holding CFP®, CFA®, and CPA credentials, including Managing Shareholder Danny Worrell (CPA) and Director of Wealth Management Nora Wilson (CFA, CFP®). Services encompass portfolio management, retirement planning, and income tax planning tailored to individual client circumstances.

Port St. Lucie, Florida

Robert “Bob” Metz, Wealth Management Advisor with Lifetime Financial Growth is an investment advisory firm in Port St. Lucie, Florida. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Punta Gorda, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Punta Gorda, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.2-star rating from 10 Google reviews.

Punta Gorda, Florida

Chris Schultz represents Modern Woodmen of America in the Punta Gorda area, serving members throughout southwest Florida with investment management and financial planning services. He specializes in working with business owners and their families, particularly those aged 55 and older, and brings prior experience as a certified firefighter and medical technician. Schultz has earned recognition within Modern Woodmen, including membership in the President's Council and President's Cabinet, as well as Million Dollar Round Table qualification.

Rockledge, Florida

McCarty Wealth, based in Rockledge, Florida, serves retirees and near-retirees with retirement planning and investment management services. The firm emphasizes tax-aware planning approaches, including Roth conversions and charitable giving strategies, along with legacy structuring, business asset management, and 401(k) plan optimization. The firm's planning process centers on developing personalized strategies and helping clients make informed financial decisions across retirement and wealth preservation.

Rockledge, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Rockledge, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.3-star rating from 3 Google reviews.

Sanford, Florida

True Stewards Advisory, founded by Jesse Plunkett (CEPA®, CRPC®), provides investment management services to clients in Sanford, Florida. The firm employs a three-step process—understanding the client's financial situation and risk tolerance, developing customized strategies, and providing ongoing monitoring and adjustments—with an emphasis on evidence-based investing and long-term relationship building. Plunkett takes a collaborative approach to wealth stewardship, integrating planning tools and technology to help clients work toward their financial objectives across a range of investor profiles.

Santa Rosa Beach, Florida

Independent RIA

Palm View Investments is an independent registered investment advisor based in Santa Rosa Beach, Florida, founded in 2023 by Bryan, a CFA charterholder with extensive experience in alternative investments and institutional portfolio management. The firm offers investment management, retirement planning, and business advisory services to individuals, families, and business owners, with particular expertise in private equity, concentrated positions, and succession planning. Palm View emphasizes a research-driven approach centered on understanding portfolio holdings and aligning capital decisions with long-term objectives.

Sarasota, Florida

HD Money is a fee-based Registered Investment Advisor founded in 2004 with offices in Sarasota and St. Petersburg, Florida, offering financial planning, investment management, tax planning, and estate planning services. The firm specializes in retirement income planning, tax strategy, and social security optimization, primarily serving retirees and individuals nearing retirement, as well as entrepreneurs, executives, and professionals in medical, legal, and engineering fields. HD Money structures its advice around individual circumstances rather than standardized approaches, and maintains core principles centered on integrity, stewardship, and client empowerment.

Sarasota, Florida

AMChoice Financial is an investment advisory firm in Sarasota, Florida. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 12 Google reviews.

Sarasota, Florida

Foundational Future is an investment advisory firm in Sarasota, Florida. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Sarasota, Florida

Fee-Only

Forza Wealth Management is a fee-only fiduciary firm in Sarasota that provides financial planning and investment management services. The firm was founded in 2015 by advisors with 20 years of experience at major trust companies and brokerage firms; both principals hold CFA and CFP credentials. The firm manages portfolios for clients and offers direct access to decision-makers, with a stated focus on building long-term client relationships.

Sarasota, Florida

Candor Wealth Strategies is an investment advisory firm in Sarasota, Florida. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Sarasota, Florida

Plancorp is a fee-only wealth management firm in Sarasota, Florida, with over 40 years of experience providing investment management and financial planning services. The firm employs a holistic planning approach using academic research and globally diversified portfolios, assigning each client a dedicated team comprising a wealth manager, financial planner, and client services consultant. Plancorp charges fees as a percentage of assets under management and does not accept commissions or compensation from product recommendations, positioning itself to offer objective advice independent of sales incentives.

Sarasota, Florida

Plan Confidence Corp provides software and advisory services to help financial advisers manage and advise on clients' employer-sponsored 401(k) plans ('held-away' accounts). The firm, founded by a financial adviser and software developer, offers automated research, ERISA compliance workflows, and documentation tools designed to enable advisers to scale personalized retirement plan advice. Services include investment analysis, fiduciary documentation, and participant guidance for independent registered investment advisers.

Sarasota, Florida

Independent RIA

Bison Wealth is an independent registered investment adviser in Sarasota, Florida, offering investment management and estate planning services to families and financial advisors. Founded through the Terry and Kim Pegula Family Office in partnership with Teton Capital Partners, the firm provides retirement and wealth management solutions, including active 401(k) account management and tax planning strategies. The firm emphasizes a client-centered planning approach focused on understanding individual circumstances and goals.

Sarasota, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Sarasota, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Sarasota, Florida

Cary Street Partners is an investment advisory firm in Sarasota, Florida. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Sarasota, Florida

Integrity Wealth Management is a Sarasota-based wealth management firm offering investment management, retirement planning, income strategies, legacy planning, and tax-aware financial consultation. The firm operates under a stated fiduciary commitment to client interests and collaborates with CPAs, tax planners, and estate attorneys on comprehensive financial matters. The team provides ongoing support across retirement income generation, wealth preservation, and multi-generational planning, with particular emphasis on clients navigating the transition from earning to retirement income.

Sarasota, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sarasota, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office is open five days a week.

Sarasota, Florida

Diamond & Associates Wealth Management is an investment advisory firm in Sarasota, Florida. Services include Investment Management and Tax Planning. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Sarasota, Florida

Edward Caputo is an investment advisory firm in Sarasota, Florida. The firm specializes in Estate Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sarasota, Florida

Global Financial Private Client is a Sarasota-based investment management firm that structures its services around a family office model for clients with complex financial situations. The firm offers investment consulting, tax planning, asset protection, estate structuring, risk management, charitable giving coordination, and concierge lifestyle services, along with coordination among clients' other professional advisers. The firm emphasizes personal relationships and client-first principles in its approach to wealth management and financial planning.

Sarasota, Florida

Independent RIA

Advisory Services Group is an independent registered investment adviser in Sarasota, Florida, offering estate planning, investment management, and retirement planning services. The firm uses a holistic wealth management approach and is affiliated with Money Concepts International, enabling it to develop customized financial plans without product-placement constraints. The firm's stated planning methodology, called 'The Journey,' combines strategic planning with disciplined implementation across income, assets, and broader life considerations.

Sarasota, Florida

Sage Advisors, based in Sarasota, Florida, specializes in retirement planning and portfolio management across six asset classes including international and domestic equities, fixed income, currencies, cash, and commodities. The firm, founded in the 1980s by Alison Gardner, employs the Dorsey Wright investment methodology and has over 45 years of collective investment management experience on staff. The team includes founder Alison Gardner and advisor Aiden, who together manage client portfolios and handle client onboarding and trade execution. The firm donates 10% of profits to charitable causes selected with client input.

Sarasota, Florida

Independent RIA

Prudential Financial- Timothy Mariano MBA Financial Planner is an independent ria firm in Sarasota, Florida. It acts as a fiduciary. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Sarasota, Florida

American Legacy Wealth Management, located in Sarasota, Florida, offers investment management and estate planning services to individuals and institutional clients. The firm delivers customized investment planning solutions and emphasizes building long-term client relationships grounded in service and integrity.

Sebring, Florida

Merit Financial Advisors is an investment advisory firm in Sebring, Florida. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sebring, Florida

J. Biance Financial, based in Sebring, Florida, offers investment management and retirement planning services through a proprietary process called the Retirement Design System. The firm works with clients through discovery and planning phases to address investment, income, tax, healthcare, and legacy considerations, with investment advisory services provided through AE Wealth Management, LLC (a registered investment advisor) and insurance products offered directly. Justin Biance holds the Certified Financial Planner (CFP®) designation and has been recognized on Forbes' Financial Security Professionals list.

Sebring, Florida

Statler Financial is an investment advisory firm in Sebring, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Spring Hill, Florida

Nuit Consortium is an investment advisory firm in Spring Hill, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Spring Hill, Florida

Golinski Tax Advisors is an investment advisory firm in Spring Hill, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Investment Management, Retirement Planning, and Tax Strategy. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Cloud, Florida

Kenyon Capital Group is an investment management firm with offices in St. Cloud and Stuart, Florida. The firm offers portfolio management, retirement planning, risk management, estate planning, and education funding strategies, employing a team-based approach that emphasizes ongoing portfolio oversight and personalized attention to client goals and risk tolerance. Services also include life insurance evaluation, small business financial guidance, and charitable giving planning.

St. Augustine, Florida

Infinite Investment Strategies is an investment advisory firm in St. Augustine, Florida. Services include Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

St. Augustine, Florida

Insurance-Based

Northwestern Mutual Wealth Management Company: Anastasia Gray, CFP®, ChFC® is an insurance-based firm in St. Augustine, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CFP and ChFC credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office is open five days a week. It holds a 4.8-star rating from 16 Google reviews.

St. Augustine, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St. Augustine, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 5 Google reviews.

St. Augustine, Florida

Parable Wealth Advisors operates from offices in Saint Augustine and Jacksonville, serving clients domestically and internationally. The firm provides financial planning, investment management, estate planning, family office services, and business owner advisory services. The team includes professionals holding CFA®, CFP®, and estate attorney credentials, and the firm emphasizes long-term financial stewardship alongside personalized service.

St. Petersburg, Florida

HealthMarkets Insurance - Jonathan Schiripo is an investment advisory firm in St. Petersburg, Florida. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 141 Google reviews.

St. Petersburg, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in St. Petersburg, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

St. Petersburg, Florida

Wealth Express is an investment advisory firm in St. Petersburg, Florida. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 11 Google reviews.

St. Petersburg, Florida

Get In The Clear is an investment advisory firm in St. Petersburg, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

St. Petersburg, Florida

Raymond James & Associates is an investment advisory firm in St. Petersburg, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

St. Petersburg, Florida

Aleesha Pheasant - Financial Advisor is an investment advisory firm in St. Petersburg, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open four days a week.

St. Petersburg, Florida

Scott Petrucci is a ChFC-credentialed financial advisor in St. Petersburg, Florida, who has managed client assets since 1987 and currently oversees approximately $180 million in assets across multiple custodial platforms. The firm provides investment management and retirement planning services, employing a process that includes quarterly portfolio reviews against agreed risk parameters and annual plan adjustments based on actual results. Petrucci's approach emphasizes translating complex financial concepts into accessible language and incorporates proprietary planning tools such as cash-flow projections and what he calls the 'Legacy of Love' framework for retirement distribution planning.

St. Petersburg, Florida

Mad Financials LLC is an investment advisory firm in St. Petersburg, Florida. Services include Tax Planning. The firm specializes in Estate Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 12 Google reviews.

St. Petersburg, Florida

Keystone Financial Planning, based in St. Petersburg, Florida, offers financial planning services with a focus on retirement planning. The firm uses a flat-fee structure based on assets under management and provides clients online access to account information and consolidated statements through its Investor 360° platform.

St. Petersburg, Florida

Elevate Financial Planning & Wealth Management in St. Petersburg, Florida provides investment management and wealth management services to investors at various life stages. The firm uses a three-step approach—assessing household goals and financial circumstances, designing strategies to address those objectives, and implementing customized plans—with an emphasis on client education and understanding individual risk tolerance. The team operates collaboratively, drawing on combined industry experience to serve clients from diverse backgrounds.

St. Petersburg, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in St. Petersburg, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. It holds a 5-star rating from 12 Google reviews.

St. Petersburg, Florida

Retirement Solutions is an independent wealth management firm with locations in St. Petersburg, Florida and Lisle, Illinois, founded over 20 years ago and family-owned. The firm offers financial planning, estate planning, and retirement planning services, including investment management, tax analysis, business succession planning, and insurance analysis, serving individuals, families, and business owners. Operating on a fee-for-service model with no product manufacturer obligations, the firm emphasizes fiduciary responsibility and alignment of interests with clients based on portfolio growth rather than individual transactions.

St. Petersburg, Florida

Cyndeo Wealth Partners is a financial advisory firm based in St. Petersburg, Florida that specializes in retirement planning. The firm's team brings experience across financial and investment disciplines and emphasizes continuity in client relationships.

St. Petersburg, Florida

Independent RIA

Guided Financial Advisors is an independent registered investment advisor based in St. Petersburg, Florida, offering financial planning and wealth management services with a focus on retirement planning and investment management. The firm develops customized financial plans using its proprietary Guided Approach, working to understand client values and objectives to inform strategy. The team emphasizes independent advice oriented toward client interests, cost-effective solutions, and transparent communication.

St. Petersburg, Florida

North Shore Wealth Management of Raymond James is an investment advisory firm in St. Petersburg, Florida. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

St. Petersburg, Florida

U-Vest Financial is an investment management and financial planning firm serving families, high-net-worth individuals, business owners, professionals, and athletes in the St. Petersburg and Tampa area. The firm offers services including retirement planning, estate planning, education funding strategies, insurance evaluation, and business financial planning, and recently integrated Pinnacle Advisors' operations. U-Vest addresses client needs across lifecycle phases from wealth accumulation through retirement income and legacy planning, with planning processes customized to individual circumstances, risk tolerance, and goals.

St. Petersburg, Florida

Corient is an investment advisory firm in St. Petersburg, Florida. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

St. Petersburg, Florida

PMN Financial Associates is an investment advisory firm in St. Petersburg, Florida. Services include Investment Management and Tax Planning. The firm specializes in Estate Planning and Tax Strategy. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 25 Google reviews.

Stuart, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Stuart, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Stuart, Florida

Fee-Only

Peak Capital Management is a fee-only financial advisory firm in Stuart, Florida that specializes in retirement planning and investment management, with particular focus on income generation strategies for pre-retirees and retirees. Operating as a member of the Retirement Income Source network, the firm emphasizes financial education and a conservative approach designed to help clients establish predictable income streams while managing market exposure. The firm follows a seven-step planning process that assesses clients' objectives, risk tolerance, and available options rather than applying standardized strategies. Peak Capital Management is backed by an SEC-registered investment advisor managing over $3 billion in assets.

Stuart, Florida

TurnKey Financial Partners is an investment advisory firm in Stuart, Florida. Services include Financial Planning. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance.

Stuart, Florida

Fee-Only

Grand Life Financial Advisors & Wealth Management is a fee-only fiduciary firm based in Stuart, Florida that provides financial planning services with a focus on retirement planning. The firm operates without accepting commissions or product-based compensation, instead drawing fees solely from client relationships. The practice serves high-net-worth individuals and high-income earners seeking tax-efficient planning and informed financial decision-making.

Summerfield, Florida

Rob Elstad-Momentum Wealth, based in Summerfield, Florida, provides retirement planning and investment management services with a focus on widows, women, and families navigating wealth transfer. The firm emphasizes a team-based approach and proactive strategy development tailored to individual risk tolerance, time horizon, and financial goals, with ongoing monitoring and adjustment as circumstances change.

Summerfield, Florida

The WealthKare Investment Center, based in Summerfield, Florida, has been operating since 1997 under founder Bruce J. Smith III and provides retirement planning, investment management, and estate planning services. The firm uses a proprietary process called Get MORE Retirement® that incorporates tax planning strategies, including its TAX FREEDOM™ distribution approach, and serves clients seeking custom wealth management design. The firm offers complimentary initial consultations and has drawn on experience working with high-net-worth individuals to develop its planning platform.

Sunrise, Florida

Luis Ugalde is a Regional Vice-President with Primerica Advisors in Sunrise, Florida, offering financial planning and investment management services since 2008. He holds credentials as a Life Insurance Representative and Investment Adviser Representative, and serves clients across Florida, Arizona, Iowa, New York, Texas, and Virginia. His services include retirement planning, emergency fund establishment, long-term investing through mutual funds and annuities, tax-advantaged accounts such as IRAs and 401(k) plans, and business retirement plan solutions. Ugalde employs a goals-based investing approach and partners with major investment firms including Fidelity, American Funds, and Franklin Templeton.

Tallahassee, Florida

Preservation Financial Group is an investment advisory firm in Tallahassee, Florida. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 75 Google reviews.

Tallahassee, Florida

Legacy Planning is a fee-based financial advisory firm in Tallahassee, Florida that operates under a fiduciary standard and provides wealth management, retirement planning, and financial strategy services. The firm employs a three-step process—assessment, individualized strategy development, and ongoing planning implementation—supported by eMoney technology to track and organize client objectives. The advisory team collaborates with outside professionals such as attorneys, CPAs, and insurance agents to address wealth protection and asset allocation. Clients may implement recommended strategies through their advisor of choice, with potential additional commissions or fees applied to specific product implementations.

Tallahassee, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Tallahassee, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Tallahassee, Florida

Preservation Financial Group is an investment advisory firm in Tallahassee, Florida. Services include Estate Planning. The firm specializes in Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 75 Google reviews.

Tallahassee, Florida

First Franklin Financial Services, founded in 1966 and based in Tallahassee, Florida, offers wealth management, financial planning, and investment management with a focus on retirement planning. The firm is led by Brett Ewing, who serves as chief market strategist, and operates a branch in Palm Coast as well. The firm has a documented history spanning nearly six decades, during which it expanded from insurance and 401(k) management into broader financial advisory services.

Tampa, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Tampa, Florida

Insurance-Based

Christina Vance is an insurance-based firm in Tampa, Florida. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Tampa, Florida

Wirehouse

Merrill Lynch Financial Advisor Jose Rivas is a wirehouse firm in Tampa, Florida. Services include Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Mintco Financial, based in Tampa, Florida, provides financial planning services with a focus on retirement planning. The firm assists clients with Medicare supplement insurance, Medigap policies, life insurance, and health insurance needs, with advisors Lloyd Schneider and Michael Minter prominently mentioned for their work in retirement and insurance planning. The firm has built client relationships spanning decades and serves individuals navigating retirement transitions and insurance decisions.

Tampa, Florida

Independent RIA

Sickle Hunter Financial Advisors is an independent registered investment advisor in Tampa, Florida, operating under fiduciary standards. The firm offers financial planning, investment management, and tax planning services with particular expertise in retirement planning and portfolio management, serving clients across various life stages. The team includes Travis Sickle, a CFP, and James Baskey, a CFP candidate and Enrolled Agent. The firm manages retirement accounts, individual investments, and workplace retirement plans while emphasizing a collaborative planning process and community involvement.

Tampa, Florida

Crulliance is a Tampa-based CPA firm led by founder Ruben Cruz, a licensed Florida CPA with additional credentials in risk management assurance and internal auditing. The firm specializes exclusively in accounting, tax planning, and financial advisory services for veterinary practices, addressing industry-specific challenges such as regulatory compliance and practice-related tax deductions. Crulliance offers real-time financial reporting, cash flow management, and proactive advisory services designed to support both single-location clinics and multi-location practices.

Tampa, Florida

Blade Financial is a fee-only fiduciary advisory firm in Tampa providing financial planning, portfolio management, and hourly investment advice. The firm structures engagements around client goals, time horizons, and risk tolerance, offering both ongoing and one-time advisory relationships. Services emphasize research-based decision-making and individualized portfolio strategy rather than trend-following approaches.

Tampa, Florida

Bayview Wealth Management is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Eric A. Klaus, Financial Advisor is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Frontline Investment Advisors is an investment advisory firm in Tampa, Florida. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 48 Google reviews.

Tampa, Florida

Western & Southern Life is an investment advisory firm in Tampa, Florida. Services include Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 21 Google reviews.

Tampa, Florida

Iron Bay Research is an investment advisory firm in Tampa, Florida. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 2 Google reviews.

Tampa, Florida

KDH Financial is an investment management firm based in Tampa, Florida that works with families across different life stages. The firm offers financial planning services and indicates it employs an experienced team to guide clients through wealth preservation and retirement strategy decisions.

Tampa, Florida

Stapleton Frost is a capital advisory firm based in Tampa, Florida, serving founders, fund managers, and business owners across the United States. The firm specializes in private capital raising, mergers and acquisitions, LP fund placement, pre-IPO transactions, PIPE structures, and real estate capital solutions. Stapleton Frost works with institutional investors, family offices, and high-net-worth individuals to structure and execute transactions ranging from equity and debt financing to business acquisitions and divestitures. Securities are offered through Britehorn Securities, a FINRA/SIPC member broker-dealer.

Tampa, Florida

Oxford Advisory Group is a Tampa-based financial advisory firm specializing in estate planning, retirement planning, and tax-efficient wealth strategies. The firm provides financial planning, wealth management, and retirement services through a personalized approach that includes an initial consultation, customized strategy development, plan implementation, and ongoing reviews. Co-founded by Christopher J. Dixon, RFC, the firm has been recognized as one of Inc. 5000's fastest-growing private companies in 2024 and maintains active involvement in local philanthropic efforts and collegiate athletic sponsorships.

Tampa, Florida

Christopher Nardi is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Tampa, Florida

Ignite Financial Advisors, based in Tampa, Florida, is an independent firm founded and led by Martin Montana that provides financial planning and investment management services. The firm addresses retirement planning, tax considerations, and legacy strategy as part of a coordinated approach to client financial life. Martin Montana brings experience from leadership roles at national firms, advisor coaching, and direct financial planning practice to the firm's operations.

Tampa, Florida

Jeffrey Lampasso is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Your Financial Planner is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Tampa, Florida

Wave Wealth LLC is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Tampa, Florida

Independent RIA

Jacqueline Jenkins is an independent ria firm in Tampa, Florida. The firm specializes in Investment Management and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 14 Google reviews.

Tampa, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Tampa, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tampa, Florida

MDL Wealth Management is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tampa, Florida

TruAdvisors is an investment management firm in Tampa, Florida, operating on a fiduciary basis and offering portfolio management across stocks, bonds, ETFs, mutual funds, and retirement accounts including traditional and Roth IRAs, 401(k)s, and SEP IRAs. The firm also provides advice on annuities and life insurance, with client assets held by independent third-party custodians. TruAdvisors conducts a four-step client engagement process—introduction, discovery of financial goals and risk tolerance, strategy delivery, and ongoing performance review—and emphasizes direct advisor access and transparent reporting.

Tampa, Florida

Cary Street Partners is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Tampa, Florida

United Capital Financial Advisors is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Tampa, Florida

Florida Trust Wealth Management is a trust company based in Tampa that has served clients since 2001, offering financial planning, investment management, and estate planning services. The firm operates as an independent trust company with over $5 billion in assets under management and acts as a fiduciary without charging commissions or offering proprietary products. Its approach integrates investment strategy, trust and estate administration, tax planning, and retirement readiness within a unified financial plan developed around each client's goals and values.

Tampa, Florida

Golden Road Advisors is a fee-based financial planning and investment management firm in Tampa, Florida. The firm's advisors are CFP® practitioners or CFP-track professionals operating under fiduciary obligation, and the practice generates revenue primarily through advisory fees paid directly by clients, with limited commission income from life, disability, or long-term care insurance when warranted and disclosed. The firm employs index-based portfolio construction and conducts comprehensive financial planning before addressing investment strategy, emphasizing planning as the foundation for decision-making during market volatility.

Tampa, Florida

IAT Wealth Partners, founded and led by father-son principals Jeff and Michael Chernoff, operates from Tampa and brings over 50 years of combined experience to investment management, wealth management, retirement planning, estate planning, and life insurance strategy. The firm serves individuals, families, and businesses with a holistic planning approach that examines retirement income, savings, pensions, Social Security, and other assets, and conducts annual reviews to evaluate progress toward client objectives.

Tampa, Florida

Benchmark International is a Tampa-based firm specializing in mergers and acquisitions advisory for business owners. The firm works with entrepreneurs seeking to grow their companies, execute exits, or diversify their wealth, leveraging a team of professionals and buyer networks. The firm has facilitated multiple transactions across various industries and sectors.

Tampa, Florida

Insurance-Based

Juan B. Gonzalez is a New York Life agent in Tampa, Florida, offering financial planning, investment management, and retirement planning services through Eagle Strategies, a registered investment adviser subsidiary of New York Life Insurance Company. Gonzalez holds the LUTCF and FSCP® credentials and brings 16 years of industry experience, including prior work as a mortgage broker. He has earned recognition including the President's Council and Chairman's Council designations and has been a member of the Million Dollar Round Table annually since 2011. The practice emphasizes understanding clients' goals and concerns before recommending solutions, with services spanning life protection, education funding, and retirement preparation.

Tampa, Florida

Solist Financial is an investment management and tax planning firm based in Tampa, Florida, founded in 2024 by Michael Rosenbach. The firm serves ultra-high-net-worth individuals and families, offering services in estate planning, tax strategy, investment management, and private lending, with a team that includes a CPA and advisors specializing in residential lending and insurance. The firm operates on a fiduciary basis and integrates portfolio management, tax planning, and legacy strategy through a unified client advisory process.

Tampa, Florida

KASE Wealth Advisors is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tampa, Florida

Craft Wealth Services is a Tampa-based financial planning and investment management firm founded by Evan C. The firm provides retirement planning, estate planning, insurance planning, college savings planning, and active asset management, with particular focus on young professionals, pre- and post-retirees, and entrepreneurs. Craft Wealth emphasizes continuous refinement of client plans rather than static approaches, and offers client education tailored to individual preference for engagement level.

Tampa, Florida

Bay Harbor Private Wealth Group, founded in 2023 and based in Tampa, provides financial planning, investment management, and retirement planning services to high-net-worth individuals, families, business owners, and entrepreneurs. Led by President and CEO Daniel Sutton, who brings over 15 years of experience from roles at Merrill Lynch and JP Morgan, the firm integrates investment management, retirement planning, tax strategy, and estate planning. The team includes Rolando Lopez, a Florida-licensed CPA with expertise in tax planning and wealth preservation for high-net-worth clients navigating business transitions and generational transfers.

Tampa, Florida

Unique Wealth is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Tampa, Florida

RISE Capital, based in Tampa, Florida, provides financial planning and investment management services founded by Alexander Angst, a CFP® and Certified Kingdom Advisor with nearly 17 years of experience. The firm serves individuals and families approaching or in retirement, employing a four-step planning process called RISE Planning that integrates financial strategies with insurance considerations. The practice emphasizes aligning clients' financial and life goals while incorporating personal values and aspirations into the planning approach.

Tequesta, Florida

Cayside Partners is an investment advisory firm in Tequesta, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 6 Google reviews.

The Villages, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in The Villages, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 6 Google reviews.

The Villages, Florida

Alexander Capital Wealth Management provides financial planning and investment management services to high-net-worth individuals, institutions, endowments, foundations, and family offices from its Villages, Florida location. The firm uses Arlington Econometrics, a proprietary quantitative modeling system, to construct asset allocation strategies that rank sectors by relative strength and identify securities based on earnings, growth metrics, and valuation factors. Led by Chief Investment Strategist Scotty C. George, who brings over 30 years of Wall Street experience, the firm employs a top-down, actively rebalanced approach across multiple time horizons. Team members hold credentials including AAMS® and CRPC™ designations.

The Villages, Florida

Fross & Fross Wealth Management is an investment advisory firm in The Villages, Florida. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

The Villages, Florida

Momentum Wealth is a financial advisory firm located in The Villages, Florida, serving retirees and their families. The firm offers financial planning, investment management, estate planning, tax optimization planning, and charitable giving services. Led by advisors including Steven C. Van Voorhees, Jr. (CRPC®, 17 years of industry experience) and William H. Blankenship, II, the firm emphasizes a client-centered approach that begins with understanding each client's circumstances and risk profile before developing personalized retirement plans.

Trinity, Florida

Praetego Private Wealth is an investment management firm in Trinity, Florida, founded to serve successful individuals through personalized financial guidance. The firm's advisors hold CFP® designations and Enrolled Agent credentials, offering financial planning across investments, retirement, insurance, tax, income, and estate matters using an open-architecture platform and access to institutional-grade private equity, credit, and real estate investments. The firm operates on a collaborative planning process designed to address clients' capital needs and risk management concerns, with complimentary initial consultations and à la carte service options available alongside comprehensive planning engagements.

Vero Beach, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vero Beach, Florida. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Vero Beach, Florida

Conway Financial Planning, based in Vero Beach, Florida, offers retirement planning and investment management services. The firm provides safe money options through Michael Conway, who operates as a fiduciary advisor, along with investment services managed through Royal Fund Management and a 401(k) monitoring service that reallocates underperforming fund holdings.

Vero Beach, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Vero Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 3 Google reviews.

Vero Beach, Florida

Craft Brew Financing, based in Vero Beach, Florida, specializes in equipment financing for breweries. The firm offers capital loans for brewery-specific assets including fermentation tanks, bottling lines, canning equipment, and related machinery, with flexible payment terms designed to align with business cash flow. The financing process is streamlined for quick approval and funding, with applications completed on mobile devices and decisions provided within hours.

Vero Beach, Florida

Raymond James & Associates is an investment advisory firm in Vero Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Wellington, Florida

One Call Financial is an investment advisory firm in Wellington, Florida. Services include Tax Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 33 Google reviews.

Wesley Chapel, Florida

Capital Wise Advisory is a fee-only fiduciary registered investment advisor based in Wesley Chapel, Florida, founded by Dana Lyon, who holds an MBA and the Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations. The firm specializes in retirement planning for individuals approaching or in retirement, offering services including investment management, tax planning, estate planning, insurance review, and cash flow planning. Capital Wise's process begins with a fit meeting to understand clients' circumstances and objectives, followed by development of a customized financial plan, implementation support, and ongoing monitoring.

Wesley Chapel, Florida

Accurate Advisory Group is a Wesley Chapel-based firm serving high-net-worth families with integrated wealth management, tax planning, and estate planning. The firm offers unbilled access to its tax and estate planning teams for clients, manages alternative investments through partnerships, and provides investment management services. Leadership includes partners Robert Leone (Chief Trust Officer), Paul O'Grady (Executive Wealth Advisor), and Gus Gotsis (CEO), along with CFO Duane Mercer.

West Miami, Florida

Dipre Brodnik Financial is a registered investment advisor founded in 1986 by John and Pam Dipre, operating from West Miami, Florida and serving clients in Northeast Ohio and surrounding areas. The firm offers investment management, retirement income strategies, wealth management, annuities, IRA and 401(k) rollovers, life insurance, asset protection, tax-efficient strategies, long-term care planning, and estate planning services. Led by Troy Dipre as a fiduciary advisor alongside founding principal John Dipre and operations director Will Harnar, the firm structures client engagements through an initial assessment, personalized strategy development, and ongoing collaborative implementation.

West Palm Beach, Florida

Guided Financial Advisors offers financial planning and investment management services to clients in West Palm Beach, Florida, with a stated focus on retirement planning. The firm describes its methodology as combining a proprietary approach with customized solutions delivered by experienced professionals across multiple finance specialties. The firm operates as an independent advisor and has earned a 4.9-star rating based on 69 Google reviews.

West Palm Beach, Florida

Independent RIA

Bessemer Trust Private Wealth Management Palm Beach FL is an independent ria firm in West Palm Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Palm Beach, Florida

Raymond James & Associates is an investment advisory firm in West Palm Beach, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

West Palm Beach, Florida

Finance Solutions is an investment advisory firm in West Palm Beach, Florida. The firm specializes in Retirement Planning and Investment Management. Advisory services are available in English and Spanish. Service options include online appointment booking. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.6-star rating from 11 Google reviews.

West Palm Beach, Florida

J. Brucker Advisors, based in West Palm Beach, Florida, offers investment management and retirement planning services to both individuals and businesses. The firm focuses on analyzing and adjusting financial situations while providing access to alternative financial solutions outside traditional banking and investment channels. The practice emphasizes customer service alongside tactical financial planning for near and long-term objectives.

West Palm Beach, Florida

The Bahnsen Group is a wealth management firm with offices in West Palm Beach and Newport Beach serving high-net-worth families. The firm provides investment management, financial planning, estate planning, tax planning, and philanthropic advisory services through an integrated family office platform. Its team includes specialists in investments, tax strategy, retirement planning, and risk management across multiple locations including California, New York, Arizona, and Florida.

West Palm Beach, Florida

Retirement Capital is a retirement planning firm based in West Palm Beach, Florida, founded to help families plan for and transition into retirement. The firm employs a four-step process called The More Life Method™ that includes goal discovery, financial analysis, plan development, and ongoing implementation. The team includes advisors with expertise in retirement income planning, investment strategy, and tax considerations, and serves clients with $300 million in retirement planning assets under guidance.

Weston, Florida

Luis Ugalde is a Regional Vice-President and Investment Adviser Representative with Primerica in Weston, Florida, licensed in six states to offer investment and insurance services. The firm provides investment management services including mutual funds, annuities, and managed investments, along with tax-deferred retirement accounts (IRAs, 403(b) plans, college savings plans) and business retirement plans (401(k), 403(b), 457, SEP, and SIMPLE IRA). Primerica operates a goals-based investing approach that addresses emergency funding, long-term investing, and retirement income generation, partnering with major investment firms including Fidelity, American Funds, Franklin Templeton, and Voya.

Weston, Florida

Financial Advisor by Best is an investment advisory firm in Weston, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Appointments are required. The office is open daily. It holds a 5-star rating from 17 Google reviews.

Weston, Florida

Glastonburg Group is an independent registered investment advisor based in Weston, Florida, serving young professionals, families, and retirees with investment management and portfolio advisory services. Operating for more than 25 years, the firm employs a fiduciary standard and fee-based compensation model aligned with client interests, with advisors offering multilingual services and developing customized investment strategies based on individual risk tolerance and financial objectives. The firm utilizes technology partnerships and maintains a global investment perspective to support portfolio management across domestic and international opportunities.

Weston, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Weston, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 1 Google review.

Wildwood, Florida

Benjamin F. Edwards is a privately held wealth management firm founded in 2008 with offices in Wildwood and The Villages, Florida. The firm offers investment management and retirement planning services through a team of financial professionals, guided by principles of trust, integrity, and client-first service. Operating as an employee-owned company with a 130-year Edwards family legacy, the firm provides investment vehicles, financial planning support, trust and estate planning, and access to research and advisory portfolio options.

Winter Haven, Florida

Horizon Wealth Planning - Raymond James is an investment advisory firm in Winter Haven, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Winter Haven, Florida

New Insight Financial, based in Winter Haven, Florida, provides retirement planning and financial strategy services to individuals and couples. The firm operates as a fiduciary and is led by Jim Cooper, a Certified Financial Fiduciary and National Social Security Advisor with extensive experience in retirement income planning, Social Security optimization, and long-term care considerations. The firm takes a fact-driven, educational approach to retirement planning, addressing key financial risks and helping clients structure customized strategies based on their individual circumstances and risk tolerance. New Insight Financial offers clients complimentary access to Generational Vault, a secure online platform for storing financial and legal documents.

Winter Haven, Florida

Raymond James & Associates is an investment advisory firm in Winter Haven, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Winter Park, Florida

Lakeshore Advisors is a fee-only financial advisory firm in Winter Park, Florida, led by principals Coleman DeWitt (CFP, Series 66) and Richard Butcher, with senior advisor Thomas Bengtson. The firm offers comprehensive financial planning, investment management, retirement planning, wealth preservation, and charitable giving services, operating as a fiduciary and charging flat management fees with no commissions or transaction fees. The firm serves individuals, families, business owners, nonprofits, and corporations, using a disciplined, goals-based approach that includes risk assessment and ongoing monitoring.

Winter Park, Florida

Grafton Wealth Advisors is a Winter Park-based wealth management firm founded in 1972 by Bill Grafton, now operated as a family business with three of his children as team members. The firm specializes in estate planning and serves high-net-worth individuals, families, business owners, executives, and institutional clients through an integrated team approach covering investments, planning, and client service. The firm operates with a lower client-to-advisor ratio and emphasizes multi-generational wealth planning, business transition strategies, and legacy building grounded in personal relationships and community involvement.

Winter Park, Florida

Carson Wealth is an investment advisory firm in Winter Park, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Winter Park, Florida

Independent RIA

Beacon Pointe Advisors is an independent ria firm in Winter Park, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 19 Google reviews.

Winter Springs, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Winter Springs, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 4 Google reviews.