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Financial Advisors in Sarasota, Florida (Sarasota County)

Ronald J Hodgkinson
Sarasota, FL

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 ... See More

Highlights: Estate Planning, Business Owners, Disability Income & Long Term Care Insurance, Investment Services, Life Insurance, Asset Allocation, Team Approach, Investment Management, Financial Planning Advice And Services, Legacy Planning, Financial Planning For Women, Index Funds, Women's Issues, Roth Conversions Made Easily., Professional Wealth Management, 401K Plans For Physicians And Professionals., Retirement Planning., Investment Consulting, Comprehensive Financial Planning, Advisory And Investment Management
Evan Guido
Sarasota, FL

Who we serve, what we do for you
and how we do it.

Who

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating asse... See More

Highlights: Retirement Distribution Plan, Experienced, High Net Worth Planning, Tax Planning, Strategic Tax Planning, Investment Advisory, Trustee Services, Comprehensive Financial Planning, Asset Protection, Roth IRA, Socially Responsible Investments, Divorce Planning, Investment Planning, Business Owners, Retirement Planning Advice And Services, Rollovers, Retirement Solutions & Planning, Pension Plan Design & Management, Business Planning, Portfolio Management
Financial Freedom, LLC
Sarasota, FL

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 yo... See More

We are a fee-only financial planning division of a CPA firm. We do hourly rate planning and retainer work. We work as a team with our clients to help them reach their financial goals.

Highlights: Fee Only, Estate Planning, College Planning, Family Financial Planning, Investment Consulting, NAPFA Member, Comprehensive Financial Planning, Retirement Planning, Certified Financial Planner, Fiduciary

White Oaks Wealth Advisors simplifies the complexities of wealth by assisting clients with their portfolio management, tax planning, wealth transfer and risk management challenges on a proactive basis. White Oaks Wealth Advisors is a fee-only advisor... See More

Gardner Sherrill, CFP
6 miles from Sarasota, FL

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 sustain... See More

Highlights: Investment Management, Estate Planning, MBA, Tax Planning, Comprehensive Financial Planning, Fiduciary, Certified Financial Planner
Align Wealth Management
30 miles from Sarasota, FL

Dennis Packard, CFP, CPA/PFS
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Meanwhile, financial intermediaries such as brokerage firms, ban... See More

Pinnacle Wealth Planning
30 miles from Sarasota, FL

David Harbeitner, CFP
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively with affluent individuals, business owners and their families. Pinnacle sells no products and receives no ... See More

Personal Asset Management
30 miles from Sarasota, FL

Dena Minning, BS, CFA, CFP, MBA
With Personal Asset Management, you get an informed investment partner who will help you make your savings work as hard as you do. We provide investment strategy and discretionary money management services for high ne... See More

MacDonald Financial
30 miles from Sarasota, FL

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.

Highlights: Estate Planning, Comprehensive Financial Planning, Rollover Of 401k Or IRA, ETFs, Financial Planning, Asset Protection, Annuities & Life Insurance, Business Planning, Independent Investment Advisor, Advisory And Investment Management, Financial Planning Advice And Services, Certified Financial Planner, Retirement Income Planning, College Planning, Mutual Funds, Charitable Planning, Investment Consulting, Investment Services, 401K Consulting, Retirement Distribution Plan
Lawrence Financial Planning, LLC
42 miles from Sarasota, FL

Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, ... See More

Westchase Financial Planning
42 miles from Sarasota, FL

Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel o... See More

Lebrigh Life Planners, LLC
42 miles from Sarasota, FL

No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separ... See More

Highlights: Certified Financial Planner, Investment Consulting, Retirement Distribution Plan, IRA, Fiduciary, Investment Services, CFP ®, Income Tax Planning, Estate Planning, Business Planning, Fee Only, Comprehensive Financial Planning, Charitable Planning, Independent Investment Advisor, Stocks, 403B Plans, Divorce Planning, Young Investors, College Planning, Wealth Management
Chambers Financial Group
43 miles from Sarasota, FL

The Chambers Financial Group offers independent financial planning and investment management in Largo, Florida. Curtis Chambers is the founder and managing member of the Chambers Financial Group. Curtis Chambers is a Certified Financial Planner(r) P... See More

Highlights: Investment Consulting, Passive Investment Strategies, Professional Wealth Management, Advisory And Investment Management, Disability Income & Long Term Care Insurance, Financial Planning, 401K Consulting, Middle Income, Charitable Planning, Retirement Income Planning, Special Needs Planning, College Planning, Wealth Management, Mutual Funds, Sustainability, Family Financial Planning, Annuities & Life Insurance, IRA, Young Investors, Investment Policy Statements
Lebrigh Life Planners, LLC
49 miles from Sarasota, FL

Steven Bove, CFA, CFP, MSFS
Lebrigh Life Planners, LLC, a fee-only financial planning firm, takes a holistic approach to financial planning. As such we consider the interaction of multiple variables then weigh financial and non-financial concerns in ... See More

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