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Financial Advisors in Sebring, Florida (Highlands County)

Gardner Sherrill, CFP
66 miles from Sebring, FL
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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, Financial Planning, MBA, Retirement Planning, Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Fiduciary, Certified Financial Planner, Wealth Management
Baldwin & Associates
66 miles from Sebring, FL

Mary Baldwin, CFP, MBA

Macke Financial Advisory Group, Inc.
67 miles from Sebring, FL
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Todd Macke, CFP
Macke Financial Advisory Group, Inc. was founded in 1996 by Todd C. Macke, CFP®. Macke Financial works with clients throughout the U.S. with an integrated, long-term approach to financial planning. There is a concierge level of servi... See More

Ronald J Hodgkinson
71 miles from Sebring, FL
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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
Financial Freedom, LLC
71 miles from Sebring, FL
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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

Goar, Endriss and Walker, P.A
71 miles from Sebring, FL

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, Inc.
71 miles from Sebring, FL

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

Nick J. Russell, CRPC®
72 miles from Sebring, FL
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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 wit... See More

Highlights: Wealth Management, Fiduciary, Retirement Planning, Charitable Planning, Debt Management, 401K Consulting, Investment Policy Statements, Stocks, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, Financial Planning Advice And Services, Retirement Income Planning, Special Needs Planning, Advisory And Investment Management, IRA, Sustainability, NAPFA Member, Middle Income
Lawrence Financial Planning, LLC
72 miles from Sebring, FL
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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
72 miles from Sebring, FL
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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
72 miles from Sebring, 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

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