Fiduciary advisors in Tallahassee, FL

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.

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. 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

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.