Fiduciary advisors in Winter Park, FL

Winter Park, Florida

Independent RIA

Beacon Pointe Advisors is an independent ria firm in Winter Park, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate 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 19 Google reviews.

Winter Park, Florida

Carson Wealth is an investment advisory firm in Winter Park, Florida. Services include Financial Planning. The firm specializes in Estate Planning and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Winter Park, Florida

Grafton Wealth Advisors is a Winter Park-based wealth management firm founded in 1972 by Bill Grafton, now operated as a family business with three of his children as team members. The firm specializes in estate planning and serves high-net-worth individuals, families, business owners, executives, and institutional clients through an integrated team approach covering investments, planning, and client service. The firm operates with a lower client-to-advisor ratio and emphasizes multi-generational wealth planning, business transition strategies, and legacy building grounded in personal relationships and community involvement.

Winter Park, Florida

Lakeshore Advisors is a fee-only financial advisory firm in Winter Park, Florida, led by principals Coleman DeWitt (CFP, Series 66) and Richard Butcher, with senior advisor Thomas Bengtson. The firm offers comprehensive financial planning, investment management, retirement planning, wealth preservation, and charitable giving services, operating as a fiduciary and charging flat management fees with no commissions or transaction fees. The firm serves individuals, families, business owners, nonprofits, and corporations, using a disciplined, goals-based approach that includes risk assessment and ongoing monitoring.