Financial Advisors in Lake Mary, Florida (Seminole County)

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

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

Stephen Overstreet, CFP, MBA
I am a Certified Financial Planner (CFP), a NAPFA-Registered Financial Advisor, a Registered Investment Advisor in Florida, and have an undergraduate degree from the US Military Academy and an MBA in Finance from Long Island University. I have been in practice for 20 years after retiring from the Army and have been investing in the mutual funds for over 30 years. I am independent and do not sell products. The firm offers the following services: 1. COMPREHENSIVE PERSONAL FINANCIAL PLANNING Engagement includes a personal financial plan of about 45 pages and follow-on assistance and consultations for the remainder of the year to help the client implement the plan. Topics covered include setting personal and financial objectives, budgeting/spending control, and insurance, financial independence/retirement, investment, college funding, tax and estate planning. 2. INVESTMENT ADVISORY SERVICES I develop a recommended portfolio and provide quarterly reports and detailed recommendations on holdings based on an Investment Policy Statement. There is no minimum portfolio size, and I include retirement assets (such as 401(k) plans and variable annuities) in the analysis. Once the client decides on the recommendations, he/ she can either execute the trades or I can do them. A comprehensive plan is not a prerequisite. 3. HOURLY/ PROJECT SERVICES In certain circumstances I offer one-time portfolio, retirement, or other types of analyses.... See More

Michelle Ogden & Company is a Retirement Plan advisor offering open-architecture Employer Sponsored Retirement plans, through a variety of trustee's including Charles Schwab, Fidelity Investments, & TD Ameritrade to name a few. We are very passionate about the Retirement Plan marketplace because we feel that while Retirement Plan's are an effective means of meeting funding retirement planning goals, they are many times loaded down with unreasonable expenses and offer poor investment selections.... 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

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .... 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

Strategic, Long Term Wealth Planning since 1984

Mary Baldwin, CFP, MBA

Michael Tringali, CFP, CPA/PFS