Fiduciary advisors in Sarasota, FL

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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.