Find Top Financial Advisors in Bradenton, Florida

Nothing compares to the feeling of helping a family or individual plan for their financial future. My promise is to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers, relationships founded on trust, respect, and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So, whether you are just starting, settling into retirement, or somewhere in between, let's discuss your current financial situation, goals, and challenges, and together, we can help you meet your challenges. I've been an advisor for over 30 years and spend a lot of time studying and pride myself in educating clients so they can make the best financial decisions for themselves and know all their options I'm Most Proud Of: Having lasting client relationships; hearing I have assisted them with various issues; improved their lives; enabled them to live comfortably and not worry about their future. There's nothing better!

About Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP^® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.

About WeberMessick Weath Management

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Joel Marius, a fiduciary wealth advisor with many years of experience, leads Fortunium Wealth Management with a mission to help individuals, families, and business owners realize their financial dreams and secure their futures. With a reputation for delivering results with integrity and professionalism, Joel is committed to putting his clients' best interests first. As a fiduciary, he provides transparent, personalized financial guidance tailored to align with each client's unique goals. Joel's approach is rooted in Fortunium's philosophy: Building Foundations, Supporting Success, and Preserving Legacies. His expertise encompasses retirement planning, investments and portfolio management, business succession strategies, and wealth preservation - all designed to empower clients to thrive financially while protecting their legacy. Serving clients nationwide, Joel's dedication to ethical financial planning, combined with his comprehensive industry knowledge, makes him a trusted partner in navigating the complexities of wealth management. Joel's journey is as inspiring as it is accomplished. He is an alumnus of IMG Academies in Bradenton, Florida, where he pursued a promising career in baseball with aspirations of reaching the major leagues. After a career-ending injury, Joel shifted his focus to business and finance, carrying with him the same drive, discipline, and leadership that defined his athletic career. He graduated from the University of South Florida in 2006 with a degree in Business Administration and Finance, laying the foundation for his success in the financial industry. At Fortunium Wealth Management, Joel Marius is more than a financial advisor - he is a guide, an advocate, and a visionary leader committed to your financial well-being. Outside Fortunium Wealth Management, Joel is a dedicated husband and father. He enjoys playing sports, loves fishing and boating, and remains actively involved in his community, supporting causes that benefit children and individuals diagnosed with nerve damage diseases.

About Fortunium Wealth Management

At its core, Fortunium embodies the essence of wealth, growth, and legacy. Derived from the word "fortune," it symbolizes prosperity, success, wealth, and financial security. For us, Fortunium represents more than just wealth - it is a philosophy of building strong financial foundations, supporting ongoing success, and preserving legacies for generations to come. Through comprehensive services in wealth management, financial planning, retirement planning, insurance planning and estate planning, Fortunium serves as a trusted partner, empowering individuals, families and businesses to achieve their financial aspirations and safeguard their future. Fortunium is where prosperity is not only created but cultivated and protected for a lifetime and beyond.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

About Dynasty Wealth Management, LLC

Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs. This is protecting your independence. This is owning your future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

As founder of Decima Wealth Consulting, Brennan brings over 15 years of expertise in building relationships and guiding families to grow and safeguard their wealth. Since 2008, he has served as a trusted advisor to numerous C-Suite executives, high-net-worth individuals, and accomplished families. Brennan's extensive experience and meticulous approach enable him to help clients achieve their financial goals. Brennan has been trusted and recommended by companies such as L3Harris, Johnson & Johnson, Pfizer, Conmed, and Echostar to advise their executives on tax-efficient strategies for wealth accumulation and distribution, executive compensation, and investment planning. Over his 16 years with Fidelity Investments, he supported over 1,000 high-net-worth clients successfully prepare for retirement while overseeing $3 billion in client assets. As a recognized thought leader, Brennan has been featured in numerous Fidelity seminars, webinars, and podcasts, covering topics like income planning, tax-efficient investing, market trends, and the impact of elections on investments. Based in sunny Saint Petersburg, Florida, Brennan enjoys traveling and exploring national parks with his wife Erin and their children, Cohen and Winter. An avid mountaineer, he has climbed and trekked across the globe. Whether navigating a mountain or managing finances, Brennan believes the journey matters as much as the destination.

About Decima Wealth Consulting

At Decima Wealth Consulting, we specialize in helping retirees and those preparing for retirement make smarter decisions about how and when to draw from their retirement accounts. Retirement shouldn't feel confusing or stressful. That's why we focus on simplifying complex financial topics like Roth conversions, tax-efficient drawdown strategies, and managing portfolio volatility. Our mission is to help you keep more of what you've earned through personalized planning built around your values. We deliver clear, integrated advice based on three core pillars: Understanding your specific needs Providing coordinated retirement tax and investment strategies Making your financial life simpler and more confident

I specialize in serving the wealth management needs of small business owners, executives, professionals, retirees and their families. My areas of expertise include personal wealth management, retirement plans and cash management strategies. To comprehensively serve the diverse needs of my clients, I hold the Series 7, 63, and 65 registrations though LPL Financial and a Florida Life & Variable Annuity license. I earned my bachelor's degree from Stockton University and MBA from Rutgers University. Raised in New Jersey, I worked for my family's masonry company from a young age and restored classic automobiles while earning my BS. With 23 years in the financial services industry, I worked at PGIM Investments prior to joining Focus Wealth Strategies. I reside in St Petersburg FL with my two children, Hadeon and Mikaela, where I am a member of the St Petersburg Yacht Club. When spare time presents itself, you could find me at a Tampa Bay Lightning game, boating, spearfishing, snowboarding, running or road cycling. Professional Designations and Registrations: Series 7 General Securities Registration through LPL Financial Series 63 Uniform Securities Agent through LPL Financial Series 65 Uniform Investment Advisor Law Exam through LPL Financial 214 Resident Life Including Variable Annuity license Certified Exit Planning Advisor (CEPA®) Accredited Investment Fiduciary (AIF®) Affiliations: Member: St Petersburg Yacht Club Member: Alpha Phi Delta Fraternity Member: Squires Club of St Petersburg Supporter: Boat Kids (special needs family support)

About Focus Wealth Strategies, LLC

While many of our clients come to us when they're nearing retirement or are already retired, we believe that it's never too early (or too late) to start thinking about your financial future. At Focus Wealth Strategies, we don't believe that anyone should be left out when it comes to getting good advice. That's why we do not have account minimums and have built up a team of advisors with expertise in a variety of areas from investments to insurance, tax planning to military benefits, and everything in between. Our clients appreciate being able to come to us for all their financial needs, and they especially value the incorporation of financial planning with a practicing CPA.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Certified Investment Management Analyst (CIMA^®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association

About Advanced Wealth Planning Group

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

For over two decades, Jorge has had the privilege of helping business owners, executives, and physicians turn their ambitions into achievable financial goals. His career began in 2002 at the largest financial planning company in the world. After nine years of managing hundreds of client relationships and mentoring dozens of advisors, Jorge realized his true passion was working one-on-one with clients to make a real difference in their lives. In 2010, Jorge took a leap of faith and founded Success Wealth Management, a boutique Wealth Management and Financial Planning Services firm in Tampa, FL, to offer a highly personalized financial planning service to a select number of clients. As a Certified Financial Planner^™ (CFP^®), he is proud to have grown his practice primarily through referrals and by serving as a trusted Dave Ramsey SmartVestor Pro across three markets since 2017. Outside of work, Jorge is a proud nerd with a Bachelor of Science degree in Financial Planning, graduating summa cum laude. At 16, he became Venezuela's National Chess Champion and ranked 36th in the world at the World Youth Chess Championship in Bratislava, Slovakia. However, Jorge considers his greatest accomplishment to be his family: his wife, Amanda, and their three daughters, who inspire him every day to be the best person he can be.

About Success Wealth Management

Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation. When you work with us, you will find the resources of a large corporation with the personal client attention of a boutique firm. Because good old-fashioned customer service never goes out of style, we cater to your needs, schedules, and unique circumstances. Whether you live near our office in Tampa, in busy New York City, anywhere in beautiful California, or even as far as Alaska, your financial planner will work with you one-on-one and deliver exceptional service in-person or via virtual meetings. At Success Wealth Management we get to know you: we ask questions and take the time to listen. We strive to be your most trusted financial professional, and if we are lucky, develop friendships that last a lifetime!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

About Provident Wealth Management Group

"The mission of Provident Wealth Management Group is to provide each of our clients with customized well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times". We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client's protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Provident Wealth Management Group, A Registered Investment Advisor and separate entity from LPL Financial.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

About Edelman Financial Engines LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Maria Giacalone-Mozo was born and raised in New Jersey, she has spent most of her life on the west coast of Florida and currently resides in the Tampa Bay area. After losing several loved ones at an early age she learned to channel pain into gain through the act of giving back and active portfolio management. Maria is currently a CRPC, Chartered Retirement Planning Counselor (sm) which gives her a deeper understanding of how retirement plans work so that she can better help her clients make informed decisions. (CRPC conferred by College for Financial Planning) Maria holds the series 65,7,63,6, and 2-15 licenses through LPL Financial. I strive to be a preeminent Wealth Management Advisor who consistently provides exceptional service and value to my clients. By providing quality investment advice and unapparelled planning that goes beyond industry standards, my clients can rest assured they won't outlive their retirement assets and generate lasting income streams in retirement and beyond. I utilize full discretion, active portfolio management strategies and create holistic financial plans while keeping clients informed and up to date on financial markets. My business model is centered around offering an elevated level of client engagement in order to provide excellence in the wealth management industry. Please visit my website to learn more about services offered.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Born and raised in Baton Rouge, Louisiana, Jacob built a career rooted in service and leadership. He spent 20 years in the U.S. military, first as an F/A-18 aircraft mechanic in the Marine Corps before transitioning to the Army to work on Blackhawks, Chinooks, Apache's, and Kiowas. His final decade was spent in Civil Affairs under special operations, honing his expertise in strategy and global operations. After retiring in 2020, Jacob shifted his focus to financial services, bringing the same discipline, adaptability, and mission-oriented mindset that defined his military career. He earned an MBA from Louisiana State University and joined Independent Financial Partners (IFP) as a project manager. Through a commitment to operational excellence, he quickly obtained his Series 7, 24, and 66 licenses and rose to Director of Operations, where he oversaw six key departments, ensuring efficiency, compliance, and advisor support. In 2025, Jacob founded SITREP Financial, dedicated to guiding individuals and businesses through financial complexities with clarity and confidence. With a focus on integrity, strategic planning, and client-first service, SITREP Financial helps clients navigate investments, retirement planning, and financial decision-making with the same precision and dedication that Jacob brought to his military and leadership roles.

About SITREP Financial

At SITREP Financial, we bring a mission-driven mindset to financial services. Founded by a seasoned veteran with extensive financial leadership, we combine discipline, integrity, and precision to help you navigate financial complexities with clarity and confidence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance. In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients. With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.

About Accurate Advisory Group

We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities