Financial Advisors in Florida


WiserAdvisor has qualified financial advisors serving the Florida area.

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  • Hire an advisor who meets your own specific needs.

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Florida Financial Advisors

These Florida Financial Advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management and all other areas of financial planning.

WiserAdvisor >  Financial Advisors >   Florida 

Brian Mahoney, Financial Advisor from Florida,

Camelot Wealth Management LLC is a fee-only Registered Investment Advisor (RIA). Our team of professionals provides financial planning and asset management services for individuals, families and... read more>>

Ronald Kutz, CFP(r), Financial Advisor from Florida,

DTRT Advisors and Insurance Services, LLCs has one goal and one goal only. To DTRT, Do The Right Thing for each of our clients every single daythrough unbiased investment, financial, retirement and... read more>>

Thomas Fleishel, Financial Advisor from Florida,

Fleishel Financial Associates helps successful business owners and families gain clarity and confidence through a distinctive approach called the Strategic Wealth SolutionTM. Many people have... read more>>

H. Lee Little, MBA, CFP, Financial Advisor from Florida,

Hunter Wealth Management offers unbiased financial advice combined with comprehensive financial planning. We are an independent, fee only financial services firm. Our proactive institutional wealth... read more>>

Michael Kalisch, Financial Advisor from Florida,

KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial... read more>>

Paul Porter,CFP , Financial Advisor from Florida,

I am a CERTIFED FINANCIAL PLANNER professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones... read more>>

Armand Atkinson, MS, CFP, CIMA, Financial Advisor from Florida,

Armand is an independent financial advisor with NBC Securities, Inc., located in Tampa, Florida. Our team of advisors and wealth managers are eager to hear your story and begin to assist you in... read more>>

John Dondero, MBA, CFP, Financial Advisor from Florida,

As independent financial advisors, we create unbiased customized investment strategies designed to help build, protect and transfer our clients' wealth. We are committed to helping individuals,... read more>>

Jackie Noveck CFP, CLU, ChFC, CAS, CEP, Financial Advisor from Florida,

Has your money finally recovered after Wall Street's "Lost Decade"? Are you investing with the same people and still expecting different results? Are you setting yourself up for more of the... read more>>

Rey Descalso, Financial Advisor from Florida,

Privada Wealth Management is fully invested in our clients. Period.This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our... read more>>

Jarrod Rutledge,  CFP, Financial Advisor from Florida,

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting... read more>>

David H. Morgan MSFS, CEP, Financial Advisor from Florida,

REAP Retirement Estate Advisors & Professionals, LLCWe at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a team approach to focus on retirement... read more>>

Sam Curmaci, Financial Advisor from Florida,

Nationally-known, financial professional specializing in retirement planning. His retirement presentations have been widely attended by employees of Proctor & Gamble, Lockheed Martin, AT&T and... read more>>

Benjamin Hard, CFP, Financial Advisor from Florida,

Sara-Bay Financial Corporation, a Sarasota based Registered Investment Advisor, was founded in 1993. Our specialty is building and managing stock portfolios for individuals. We offer two basic... read more>>

Scott Weidman, CFP, Financial Advisor from Florida,

Service offerings :  

  • Retirement Planning

Scott and his wife, purchased a beautiful old home in the historic district of downtown Daytona Beach with the desire to create a different kind of financial planning experience. Named after their... read more>>

David I. Strunc, CRPC - Founding Partner, Financial Advisor from Florida,

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our... read more>>

Nick J. Russell, CRPC®   Founding Partner, Financial Advisor from Florida,

Service offerings :  

  • Financial Advice & Consulting

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth Advisors and developed the company via his firm belief that clients should be able to receive unbiased financial guidance.Nick has... read more>>

Evan R. Guido, Financial Advisor from Florida,

Service offerings :  

  • 401K Rollovers
  • Annuities
  • Financial Planning for Individuals

Service offerings:

  • 401K Rollovers
  • Annuities
  • Financial Planning for Individuals
  • Insurance Planning
  • Retirement Planning

Baird is an employee-owned, fully independent international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Combining... read more>>

Marc Walker, Financial Advisor from Florida,

Waddell & Reed is one of the oldest investment management companies in the United States, celebrating 75 years in 2012. We help our clients build and preserve wealth through prudent financial... read more>>


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Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only