FL · Mt Dora

Fiduciary advisors in Mt Dora, FL

1 advisor with offices in Mt Dora. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Mt Dora

Jeff Ackler, CFP® and Isabel Ortiz, CFP® with Merit Wealth Advisors

Mt Dora, Florida

Retirement Planning Investment Management

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.

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Financial advisors in Mt Dora, Florida

Advisors serving Mt Dora 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.

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