Fiduciary advisors in Tampa, FL

Tampa, Florida

Bay Harbor Private Wealth Group, founded in 2023 and based in Tampa, provides financial planning, investment management, and retirement planning services to high-net-worth individuals, families, business owners, and entrepreneurs. Led by President and CEO Daniel Sutton, who brings over 15 years of experience from roles at Merrill Lynch and JP Morgan, the firm integrates investment management, retirement planning, tax strategy, and estate planning. The team includes Rolando Lopez, a Florida-licensed CPA with expertise in tax planning and wealth preservation for high-net-worth clients navigating business transitions and generational transfers.

Tampa, Florida

Bayview Wealth Management is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Benchmark International is a Tampa-based firm specializing in mergers and acquisitions advisory for business owners. The firm works with entrepreneurs seeking to grow their companies, execute exits, or diversify their wealth, leveraging a team of professionals and buyer networks. The firm has facilitated multiple transactions across various industries and sectors.

Tampa, Florida

Blade Financial is a fee-only fiduciary advisory firm in Tampa providing financial planning, portfolio management, and hourly investment advice. The firm structures engagements around client goals, time horizons, and risk tolerance, offering both ongoing and one-time advisory relationships. Services emphasize research-based decision-making and individualized portfolio strategy rather than trend-following approaches.

Tampa, Florida

Cary Street Partners is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate 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 2 Google reviews.

Tampa, Florida

Insurance-Based

Christina Vance is an insurance-based firm in Tampa, Florida. Services include Investment Management. 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.

Tampa, Florida

Christopher Nardi is an investment advisory firm in Tampa, 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.

Tampa, Florida

Craft Wealth Services is a Tampa-based financial planning and investment management firm founded by Evan C. The firm provides retirement planning, estate planning, insurance planning, college savings planning, and active asset management, with particular focus on young professionals, pre- and post-retirees, and entrepreneurs. Craft Wealth emphasizes continuous refinement of client plans rather than static approaches, and offers client education tailored to individual preference for engagement level.

Tampa, Florida

Crulliance is a Tampa-based CPA firm led by founder Ruben Cruz, a licensed Florida CPA with additional credentials in risk management assurance and internal auditing. The firm specializes exclusively in accounting, tax planning, and financial advisory services for veterinary practices, addressing industry-specific challenges such as regulatory compliance and practice-related tax deductions. Crulliance offers real-time financial reporting, cash flow management, and proactive advisory services designed to support both single-location clinics and multi-location practices.

Tampa, Florida

Eric A. Klaus, Financial Advisor is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Florida Trust Wealth Management is a trust company based in Tampa that has served clients since 2001, offering financial planning, investment management, and estate planning services. The firm operates as an independent trust company with over $5 billion in assets under management and acts as a fiduciary without charging commissions or offering proprietary products. Its approach integrates investment strategy, trust and estate administration, tax planning, and retirement readiness within a unified financial plan developed around each client's goals and values.

Tampa, Florida

Frontline Investment Advisors is an investment advisory firm in Tampa, 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 48 Google reviews.

Tampa, Florida

Golden Road Advisors is a fee-based financial planning and investment management firm in Tampa, Florida. The firm's advisors are CFP® practitioners or CFP-track professionals operating under fiduciary obligation, and the practice generates revenue primarily through advisory fees paid directly by clients, with limited commission income from life, disability, or long-term care insurance when warranted and disclosed. The firm employs index-based portfolio construction and conducts comprehensive financial planning before addressing investment strategy, emphasizing planning as the foundation for decision-making during market volatility.

Tampa, Florida

IAT Wealth Partners, founded and led by father-son principals Jeff and Michael Chernoff, operates from Tampa and brings over 50 years of combined experience to investment management, wealth management, retirement planning, estate planning, and life insurance strategy. The firm serves individuals, families, and businesses with a holistic planning approach that examines retirement income, savings, pensions, Social Security, and other assets, and conducts annual reviews to evaluate progress toward client objectives.

Tampa, Florida

Ignite Financial Advisors, based in Tampa, Florida, is an independent firm founded and led by Martin Montana that provides financial planning and investment management services. The firm addresses retirement planning, tax considerations, and legacy strategy as part of a coordinated approach to client financial life. Martin Montana brings experience from leadership roles at national firms, advisor coaching, and direct financial planning practice to the firm's operations.

Tampa, Florida

Iron Bay Research is an investment advisory firm in Tampa, Florida. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 2 Google reviews.

Tampa, Florida

Independent RIA

Jacqueline Jenkins is an independent ria firm in Tampa, Florida. The firm specializes in Investment Management and Retirement Planning. 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.

Tampa, Florida

Jeffrey Lampasso is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Insurance-Based

Juan B. Gonzalez is a New York Life agent in Tampa, Florida, offering financial planning, investment management, and retirement planning services through Eagle Strategies, a registered investment adviser subsidiary of New York Life Insurance Company. Gonzalez holds the LUTCF and FSCP® credentials and brings 16 years of industry experience, including prior work as a mortgage broker. He has earned recognition including the President's Council and Chairman's Council designations and has been a member of the Million Dollar Round Table annually since 2011. The practice emphasizes understanding clients' goals and concerns before recommending solutions, with services spanning life protection, education funding, and retirement preparation.

Tampa, Florida

KASE Wealth Advisors is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tampa, Florida

KDH Financial is an investment management firm based in Tampa, Florida that works with families across different life stages. The firm offers financial planning services and indicates it employs an experienced team to guide clients through wealth preservation and retirement strategy decisions.

Tampa, Florida

MDL Wealth Management is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. 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 1 Google review.

Tampa, Florida

Wirehouse

Merrill Lynch Financial Advisor Jose Rivas is a wirehouse firm in Tampa, Florida. Services include Investment Management. The firm specializes in Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tampa, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Tampa, Florida

Mintco Financial, based in Tampa, Florida, provides financial planning services with a focus on retirement planning. The firm assists clients with Medicare supplement insurance, Medigap policies, life insurance, and health insurance needs, with advisors Lloyd Schneider and Michael Minter prominently mentioned for their work in retirement and insurance planning. The firm has built client relationships spanning decades and serves individuals navigating retirement transitions and insurance decisions.

Tampa, Florida

Oxford Advisory Group is a Tampa-based financial advisory firm specializing in estate planning, retirement planning, and tax-efficient wealth strategies. The firm provides financial planning, wealth management, and retirement services through a personalized approach that includes an initial consultation, customized strategy development, plan implementation, and ongoing reviews. Co-founded by Christopher J. Dixon, RFC, the firm has been recognized as one of Inc. 5000's fastest-growing private companies in 2024 and maintains active involvement in local philanthropic efforts and collegiate athletic sponsorships.

Tampa, Florida

RISE Capital, based in Tampa, Florida, provides financial planning and investment management services founded by Alexander Angst, a CFP® and Certified Kingdom Advisor with nearly 17 years of experience. The firm serves individuals and families approaching or in retirement, employing a four-step planning process called RISE Planning that integrates financial strategies with insurance considerations. The practice emphasizes aligning clients' financial and life goals while incorporating personal values and aspirations into the planning approach.

Tampa, Florida

Independent RIA

Sickle Hunter Financial Advisors is an independent registered investment advisor in Tampa, Florida, operating under fiduciary standards. The firm offers financial planning, investment management, and tax planning services with particular expertise in retirement planning and portfolio management, serving clients across various life stages. The team includes Travis Sickle, a CFP, and James Baskey, a CFP candidate and Enrolled Agent. The firm manages retirement accounts, individual investments, and workplace retirement plans while emphasizing a collaborative planning process and community involvement.

Tampa, Florida

Solist Financial is an investment management and tax planning firm based in Tampa, Florida, founded in 2024 by Michael Rosenbach. The firm serves ultra-high-net-worth individuals and families, offering services in estate planning, tax strategy, investment management, and private lending, with a team that includes a CPA and advisors specializing in residential lending and insurance. The firm operates on a fiduciary basis and integrates portfolio management, tax planning, and legacy strategy through a unified client advisory process.

Tampa, Florida

Stapleton Frost is a capital advisory firm based in Tampa, Florida, serving founders, fund managers, and business owners across the United States. The firm specializes in private capital raising, mergers and acquisitions, LP fund placement, pre-IPO transactions, PIPE structures, and real estate capital solutions. Stapleton Frost works with institutional investors, family offices, and high-net-worth individuals to structure and execute transactions ranging from equity and debt financing to business acquisitions and divestitures. Securities are offered through Britehorn Securities, a FINRA/SIPC member broker-dealer.

Tampa, Florida

TruAdvisors is an investment management firm in Tampa, Florida, operating on a fiduciary basis and offering portfolio management across stocks, bonds, ETFs, mutual funds, and retirement accounts including traditional and Roth IRAs, 401(k)s, and SEP IRAs. The firm also provides advice on annuities and life insurance, with client assets held by independent third-party custodians. TruAdvisors conducts a four-step client engagement process—introduction, discovery of financial goals and risk tolerance, strategy delivery, and ongoing performance review—and emphasizes direct advisor access and transparent reporting.

Tampa, Florida

Unique Wealth is an investment advisory firm in Tampa, Florida. Services include Financial Planning. The firm specializes in Estate 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 4.3-star rating from 6 Google reviews.

Tampa, Florida

United Capital Financial Advisors is an investment advisory firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends.

Tampa, Florida

Wave Wealth LLC is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Tampa, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Tampa, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Tampa, Florida

Western & Southern Life is an investment advisory firm in Tampa, Florida. Services include Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 21 Google reviews.

Tampa, Florida

Your Financial Planner is an investment advisory firm in Tampa, Florida. The firm specializes in Retirement Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.