Financial Advisors in Florida

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance and match you up with the correct investment that fits. You do not have to take on a great deal of risk to get gains. I also have an office in Venice. Call me to schedule an appointment in either Sarasota, Venice or the Port Charlotte office.... See More

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working with his clients, Nick strives to accommodate all schedule-types and investment levels. He and his team work tirelessly to ensure a seamless client experience, choosing not to outsource any parts of Nick's practice. The personal level of service Nick provides caters to clients with hand-written notes, recurring meetings, and simplified user interfaces to view accounts.

Nick teaches Retirement Planning Today classes bi-annually, and volunteers his time to charity causes within the Central Florida community. Nationally-recognized organizations close to his heart include the ASPCA and Mesothelioma Cancer Alliance.

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping clients build wealth and protecting their hard-earned assets. The Sunrise firm is completely independent, so its loyalty belongs exclusively to clients -- not a parent company. Call to grab a cup of coffee with Nick and learn more about how you can become part of the Sunrise family.

Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is separate from any other named entity.... See More

We help clients pursue their retirement goals through the proper management of their financial resources.
We use a customized process we call nestegg-mba whereby we help clients to measure, balance and amplify their assets to pursue a higher sustainable income throughout retirement.

Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org / https://www.SIPC.org a Registered Investment Adviser.... See More

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.... See More

Over the last 30+ years as a wealth advisor I have developed a passion and expertise in three very interesting, but distinct areas.

First, I very much enjoy helping pre-retirees prepare for the transition into retirement. Everything from preparing retirement income projections; proper portfolio positioning; risk and tax-mitigation techniques; to discussing the psychological challenges of the transition to non-work life. I have a passion to help clients handle the transition to retirement well! I enjoy working with physicians; business owners; and widows. I have been a Certified Financial Planner (CFP) helping these types of clients since 1992.

I also have extensive experience in the set up and proper operation of corporate retirement plans such as 401(k)s; 403(b)'s; and 457 plans. I have found that by helping plan sponsors and investment committee members to properly understand and discharge their fiduciary duty, it results in less liability for the business owner / plan sponsor while producing better financial wellness outcomes for plan participants. To stay sharp and up-to-date in this space, I maintain a professional designation as an Accredited Investment Fiduciary Analyst (AIFA). I also offer fiduciary training for forward-thinking plan sponsors and investment committees.

Over the last several years, I have developed an interest in Artificial Intelligence and better understanding how the digital asset space is re-writing how business is done right before our eyes. As a result, I have a lot in common with many millennials, who view this as an area poised for incredible growth in the years ahead as the old financial infrastructure is rapidly being replaced by blockchain record keeping, DeFi; & DEX's. Hence, I developed my tagline: "Advice for a changing world." I was privileged to be the first financial advisor in the United States to pass DACFP’s certificate program in Blockchain and Digital Assets and I also carry a designation as a Certified Digital Asset Advisor (CDAA) and a Certified in Blockchain and Digital Assets designation (CBDA) from DACFP.... See More

Are you looking for unbiased financial advice or another well-rehearsed sales pitch?

At Finley Wealth Management, a promise of objective advice is more than just words, we are compensated exclusively by the fee paid to us by you, our client. You simply pay for our expertise, with a transparent professional fee. We have no products to sell, commissions to attain, or quotas to meet.

It's our firm belief that professional advice and product sales are incompatible. As Fee-Only Certified Financial Planners we sell advice where your dreams are the basis for our advice. Traditional Financial Advisors or Brokers most often sell products that are the motivation for the "advice" they give. When you work with us you receive objective advice from a Fee-Only Certified Financial Planner.

We act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine. The vast majority of employees of banks, brokerage firms, and insurance companies charge a management fee part of the time and are commissioned salespeople at other times. These brokers call themselves fee-based, attempting to confuse you into thinking they are fee-only.... See More

At Financial Life Designs, we treat our clients with courtesy and integrity. We pledge to provide realistic and honest financial advice. We will guide and constantly monitor your progress toward your goals to allow you to live your one life to the fullest. Our years of experience and notable expertise gives you peace of mind that your financial future is in good hands.
Our consistent track record of uncompromising ethics and fiduciary responsibility instills confidence and trust.
Our consistent track record of uncompromising ethics and fiduciary status instills confidence and trust.... See More

Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.

Forem Investments. Wealth Management Miami
We are a Wealth Management, Investments Management advisory firm targeting high net worth families and institutions. Principals combine more than 30 years of advisory experience in world renown Financial Institutions. As a core value, we engage in a crystal clear approach with strict compliance and accountability. We hold only one thought in mind and is to attain our client’s financial goals.... See More

Our services are offered to successful companies who take their qualified retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices.

Our consulting is focused on four major areas of your retirement plan:

1. Fees: We benchmark ALL fees inside of the plan to ensure that expenses are below comparable peers. This includes administration fees, investment fees, advisory fees, auditing fees and maximizing revenue sharing arrangements for the plan.

2. Reduction of HR Workload on 401k Administration: The reduction of 401(k) administrative burdens allows staff to focus on their key responsibilities outside of the retirement plan. A well designed plan, with proper vendor negotiation, can save the employer time and soft dollars by freeing up the administrative burdens often present on inefficient retirement plans.

3. Fiduciary Protection: Maximizing fiduciary protection for the investment committee is a key element to any successful retirement plan. We provide a strategic framework of fiduciary best practices for investment committees.

4. Goal Based Planning for Employees: Employees that retire “on time” and with sufficient incomes tend to be more productive and happier in the workplace. Companies with happy workers who are on the proper retirement income path tend to have less turnover of personnel. The top companies have strong benefit packages that attract and retain the best employees until retirement at a respectable age.... See More

Jackie Goldstick is a Certied Financial Planner and the Director of Financial Planning at Core Wealth Management. Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is be the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family.... See More

Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, Managed Money, Money Market Funds, Municipal Bonds, Mutual Funds, Options, Principal Protected Note, Reverse Convertible Note, Retirement Plans... See More

Daniel Elie, CFP, LLM, MBA
Please visit our website at www.dagelfinancial.com
Hourly Fee-only service model Our "Hourly Fee Only" service model requires that we offer no products or services and accepts no commissions or third-party compensation – just your hourly fee. We are paid to assist and advise you. We do not sell products or charge a fee to manage assets; instead we help you do it yourselves in a very cost efficient way. You keep control of your assets and pay considerably less. Our guidance is straightforward, objective and free from any potential conflicts of interest. We give you the best advice and recommend easy to implement strategies, using No-load (no commission) investment and insurance products as much as possible.
Listening to your needs and goals We base our consultation on the careful attention we pay to our clients’ needs and goals. We do not try to impose what we think is best. Clients have different ways of looking at things so our advice is the conclusion of an active listening process; we try to provide more than one solution.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Dagel Financial can help you along the way.... See More

Allen Osgood, Jr., CFP
We provide our clients with FEE-ONLY Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. For those clients considering retirement our key question is: As nearly as you can tell, are you going to outlive your money, or is your money going to outlive you?
How Do We Get Paid / Our Retainer Approach
As NAPFA members, we are FEE-ONLY Financial Planners, compensated solely on the basis of fees paid by our clients.
Most investment managers, who provide only investment management, charge fees based on a % of assets. We utilize a retainer approach in establishing fees. Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management.
Two Very Important Arrows In Our Quiver
We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals and objectives.
Annual Performance Evaluation
Each year we provide our clients with a Wealth Management Services evaluation package.
See our website for more information on our qualifications and what differentiates us versus the competition.... See More

Todd Bauerle, BS, CFP
Todd Bauerle is a 30-year veteran practitioner and is about more than just money. At the age of 25, a firsthand disability experience transformed his personal relationship with money and caused him to realize that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues. While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom.Our mission is to invest our talents, our technology, and our time in our clients so that they are at peace with their material resources ~ we embrace that challenge! Todd is also a NAPFA member and a Fee-Only financial advisor.... See More