Fiduciary advisors in The Villages, FL

The Villages, Florida

Alexander Capital Wealth Management provides financial planning and investment management services to high-net-worth individuals, institutions, endowments, foundations, and family offices from its Villages, Florida location. The firm uses Arlington Econometrics, a proprietary quantitative modeling system, to construct asset allocation strategies that rank sectors by relative strength and identify securities based on earnings, growth metrics, and valuation factors. Led by Chief Investment Strategist Scotty C. George, who brings over 30 years of Wall Street experience, the firm employs a top-down, actively rebalanced approach across multiple time horizons. Team members hold credentials including AAMS® and CRPC™ designations.

The Villages, Florida

Fross & Fross Wealth Management is an investment advisory firm in The Villages, Florida. 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.

The Villages, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in The Villages, 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 3.7-star rating from 6 Google reviews.

The Villages, Florida

Momentum Wealth is a financial advisory firm located in The Villages, Florida, serving retirees and their families. The firm offers financial planning, investment management, estate planning, tax optimization planning, and charitable giving services. Led by advisors including Steven C. Van Voorhees, Jr. (CRPC®, 17 years of industry experience) and William H. Blankenship, II, the firm emphasizes a client-centered approach that begins with understanding each client's circumstances and risk profile before developing personalized retirement plans.