5 advisors with offices in Lake Mary. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsLake 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.
View detailsLake 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.
View detailsLake 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.
View detailsLake 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.
View detailsAdvisors serving Lake Mary specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.