Financial Advisors in Florida


WiserAdvisor has qualified financial advisors serving the Florida area.

Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

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  • Complete the form to the right and click ‘Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specified needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

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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 

Tom McDermott, Financial Advisor from Florida,

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and... read more>>

David Appleby, Financial Advisor from Florida,

Established in 2002, Assurity Financial Group is a family run financial firm that specializes in Life, Wealth, Retirement and Taxes. Our #1 goal for our clients is financial independence! Many... read more>>

Christopher Price CFP®, RICP®, Financial Advisor from Florida,

Christopher Price, a Certified Financial Planner ™ Professional, Retirement Income Certified Planner™, and an Investment Advisor Representative, believes in a consultative, individualized approach to... read more>>

David Adams, Financial Advisor from Florida,

We are a fee-based financial planning and investment advisory business. We specialize in working with retirees and those approaching retirement. Our comprehensive financial planning process starts... 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 day…through unbiased investment, financial, retirement and... read more>>

Matthew Myland, Financial Advisor from Florida,

Our commitment is to develop and implement investment strategies customized to meet the specific and personal retirement goals of our clients. Our solutions reflect a thoughtful... read more>>

Michael Greenberg CFP®, Financial Advisor from Florida,

For more than 20 years, Greenberg Financial Group has provided clients with comprehensive financial advice and wealth management services. Additionally, our team has developed expertise in the... read more>>

John Johnson, Financial Advisor from Florida,

Harbor Financial Services in Panama City pursues the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a... read more>>

Philip Detlefs, Financial Advisor from Florida,

I am a Registered Investment Advisor representative and Registered Financial Consultant. I joined the firm in October 2001. Investment Management Group is an INDEPENDENT FAMILY-OWNED firm. I work... 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>>

Lancent Warren, Financial Advisor from Florida,

L.C.Warren Group operates on four guiding principles.1. Know our customer - It's our goal to know everything we can about our customers. By doing so we can take a holistic approach to addressing... 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>>

Jeff Leonard,  CERTIFIED FINANCIAL PLANNER™, Financial Advisor from Florida,

Service offerings :  

  • Financial Advice & Consulting

Leonard Financial Group proudly serves Central and East Coast Florida.True financial planning is a process and not the selling of a product.We begin by understanding your needs, goals and dreams. We... 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>>

D. Michael Burleigh, Financial Advisor from Florida,

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your... 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>>


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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