Fiduciary advisors in Ormond Beach, FL

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.

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

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.