Congratulations!

WiserAdvisor has qualified Financial Advisors serving in Florida.


Our Recommendations:

  • Talk to at least 2 to 3 Financial Advisors.
  • Hire an advisor who meets your screening criteria.

Special Offer!

FREE 1-on-1 consultation with qualified Financial Advisors

  • 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 Financial Advisors.

seven reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-762-7630


Financial Advisors in Florida

Arbor Financial Services of Florida, Inc.
6943 N. Wickham Road,
Melbourne, FL   32940
Call : (321) 795-4799

“We specialize in the Universe of ‘Income-Generating’ options for retirees!”Both Arbor Financial and R. Jeffrey Small are licensed with the Florida Department of Insurance. Jeffrey is also a Certified Senior Advisor through the Society of Senior... read more>>

Tom McDermott, Financial Advisor from Florida,
(318 views)
Inquire with
Tom
Asset Protectors & Advisors of FL
3010 3rd Street South,
Jacksonville, FL   32250
Call : (904) 500-5050

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 provide you with only the highest quality information,... read more>>

Assurity Financial Group
Assurity Plaza,
Bradenton, FL   34208
Call : (941) 739-5006

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 clients seek our services because we offer credentialed... read more>>

Camarda Wealth Advisors, LLC
4371 U.S. 17 & 166 A1A,
Fleming Island & Ponte Vedra, FL   32003
Call : (800) 262-1083

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate,... read more>>

Christopher Price, CFP®. RICP®
1200 S Pine Island Rd,
Plantation, FL   33324
Call : (954) 625-1531

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

DNA Financial Advisors
166 A1A North, Suite 101,
Ponte Vedra Beach, FL   32082
Call : (904) 339-0015

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 with an analysis of a client's cash flow needs, time... read more>>

GMF Private Wealth Management, LP
1129 S. Hwy Us1 Suite 101,
Rockledge, FL   32955
Call : (321) 508-3911

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 response to the key issues affecting our clients and the... read more>>

Greenberg Financial Group
55 SE 2 Ave,
Delray Beach, FL   33444
Call : (561) 738-6464

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 area of small group retirement plans. Our innovative... read more>>

Investment Management Group
8771 Perimeter Park Court, Suite 103,
Jacksonville, FL   32216
Call : (904) 382-4278

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 with my father (who founded the firm in 1994),... read more>>

Kalisch Private Wealth
5550 Glades Rd Suite 500,
Boca Raton, FL   33431
Call : (561) 961-5418

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 lives, keep more of what they earn, and expose... read more>>

LPL Financial
1107 East Silver Springs Blvd,
Ocala, FL   34470
Call : (352) 514-8908

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of... read more>>

Paul Porter,CFP® , Financial Advisor from Florida,
(993 views)
Inquire with
Paul
LPL Financial
808 Polk Street,
Hollywood, FL   33019
Call : (954) 920-6644

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 of my practice. My job is to provide you with one... read more>>

Legacy Financial Advisors
1855 W State Rd 434,
Longwood, FL   32750
Call : (407) 998-5211

We are dedicated to providing the best information and guidance for your retirement and financial future. We will always explain the pros and cons of everything because we believe in an unbiased,transparent approach to help you make smart decisions.... read more>>

Leonard Financial Group
2955 Pineda Plaza Way,
Melbourne, FL   32940
Call : (321) 259-6239

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 create a working model of your current plan that... read more>>

NBC Securities, Inc.
5426 Bay Center Dr, Ste 575,
Tampa, FL   33609
Call : (727) 623-0346

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 creating the chapters ahead. Whether it’s planning for... read more>>

John Dondero, MBA, CFP®, Financial Advisor from Florida,
(433 views)
Inquire with
John
NettWorth Financial Group
240Canal Blvd.,
Ponte Vedra Beach, FL   32082
Call : (904) 834-2998

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, families and foundations meet and exceed their... read more>>

Peak Capital Management
953 NE Jensen Beach Blvd,
Jensen Beach, FL   34957
Call : (772) 334-9592

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 objectives and develop the strategies and tactics... read more>>

Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL   33607
Call : (813) 283-8413

"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 in their best interest at all times."We are... read more>>

R.E.A.P., Llc
4651 salisbury Road,
Jacksonville, FL   32256
Call : (352) 433-6565

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 issues, estate planning needs and other various... read more>>

More Financial Advisors Network

Financial Advisors in Boca Raton, Florida
Financial Advisors in Bonita Springs, Florida
Financial Advisors in Bradenton, Florida
Financial Advisors in Brandon, Florida
Financial Advisors in Clearwater, Florida
Financial Advisors in Clermont, Florida
Financial Advisors in Daytona Beach, Florida
Financial Advisors in Delray Beach, Florida
Financial Advisors in Fort Lauderdale, Florida
Financial Advisors in Hallandale, Florida
Financial Advisors in Hollywood, Florida
Financial Advisors in Jacksonville, Florida
Financial Advisors in Jacksonville Beach, Florida
Financial Advisors in Lake Mary, Florida
Financial Advisors in Lakeland, Florida
Financial Advisors in Longwood, Florida
Financial Advisors in Lutz, Florida
Financial Advisors in Maitland, Florida
Financial Advisors in Marco Island, Florida
Financial Advisors in Melbourne, Florida
Financial Advisors in Miami, Florida
Financial Advisors in Miami Beach, Florida
Financial Advisors in Mount Dora, Florida
Financial Advisors in Naples, Florida
Financial Advisors in North Miami Beach, Florida
Financial Advisors in North Palm Beach, Florida
Financial Advisors in Ocala, Florida
Financial Advisors in Oldsmar, Florida
Financial Advisors in Orlando, Florida
Financial Advisors in Ormond Beach, Florida
Financial Advisors in Oviedo, Florida
Financial Advisors in Palm Beach, Florida
Financial Advisors in Palm Beach Gardens, Florida
Financial Advisors in Pensacola, Florida
Financial Advisors in Pompano Beach, Florida
Financial Advisors in Ponte Vedra Beach, Florida
Financial Advisors in Rockledge, Florida
Financial Advisors in Saint Petersburg, Florida
Financial Advisors in Sarasota, Florida
Financial Advisors in Tampa, Florida
Financial Advisors in Tarpon Springs, Florida
Financial Advisors in Venice, Florida
Financial Advisors in West Palm Beach, Florida
Financial Advisors in Winter Park, Florida

Please provide the information we need to match you with 2 to 3 pre-screened financial advisors in Florida, based on your specific needs and receive FREE CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

What the Oil (over)Supply Means for the Markets

Oil prices are down due to an oversupply, but this time it isn't all good news. By Anna B. Wroblewska   The stock market is having the worst January on record. At the same time, oil prices are... more

How China's Stock Market Affects US Indexes

The recent chaos in China's markets seem to have taken global centerstage. What does all this have to do with U.S. markets, and, more importantly, what should an individual investor do about all... more

Are We Already in a Bear Market

The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to know to get through it. By Anna B. Wroblewska   This... more

Are You A Financial Advisor in Florida?

Must Have

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