Find Top Financial Advisors in Clearwater


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Qualifications of Financial Advisor in Clearwater

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.



Financial Advisors in Clearwater, Florida
Financial Advisor Office Location Phone Number
The Holland Group,
The Holland Group, Retirement Wealth Advisors LLC
2637 McCormick Drive Suite #101,
Clearwater, FL  33759
(727) 724-3334
Brandon Barile CFP® CRPC®,
RockPort Global Advisors, LLC
8309 Gunn Hwy.,
Tampa, FL  33626
(813) 448-6766
Barry Cantrell II,
Financial Engines Advisors, LLC
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
(813) 661-1717
Jason Heinzelmann,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 240-6655
Jarrod Rutledge, CFP®,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 283-8413
Robert Harwood,
Harwood Financial Group
13191 Starkey Rd,
Tampa, FL  33609
(727) 524-1427
Armand Atkinson, MS, CFP, CIMA, AIF®,
NBC Securities, Inc.
5426 Bay Center Dr, Ste 575,
Tampa, FL  33609
(727) 623-0346
Dr.Jeff Camarda,
Camarda Wealth Advisors, LLC
Serving Tampa,
Tampa, FL  33601
(800) 262-1083
The Retire Advisory Group,
The Retire Advisory Group
4506 Stickley Court,
Palmetto, FL  34221
(941) 954-1513
Dwight Pendola CFP®,
Horizon Wealth Advisors
9040 Town Center Parkway,
Lakewood Ranch, FL  34202
(910) 352-0751
Barry Cantrell II,
Financial Engines Advisors, LLC
6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
(941) 360-2727

Information on Qualified Financial Advisors in Clearwater

The Holland Group, Retirement Wealth Advisors LLC

Steve Holland has been Tampa Bay's trusted advisor for over 35 years. The founder of The Holland Group Retirement Wealth Advisors, he helps retirees and pre-retirees protect and grow their wealth.

Steve has delivered over 1,000 financial workshops, educating serious investors and teaching other financial advisors the importance of identifying portfolio risk through diversification, tax minimization and comprehensive estate planning. Steve and The Holland Group Retirement Wealth Advisors have been featured in Newsweek, The Wall Street Journal, CNBC, Yahoo Finance, MSN Money, MarketWatch, Newsday, Reuters and many other publications.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 2637 McCormick Drive Suite #101,
Clearwater,FL  33759

Phone Number (727)7243334


About The Holland Group, Retirement Wealth Advisors LLC

The Holland Group Our mission is to help our clients make the best decisions for
their investments, income tax and estate planning needs.

When developing a financial plan for your future, it's important
for your financial professional to see a complete, 360-degree
view of your financial picture, including how your retirement
assets are integrated and work with one another.




RockPort Global Advisors, LLC


About RockPort Global Advisors, LLC

Brandon Barile CFP® CRPC® Driven solely by client goals, we keep you on track toward
your success, no hype, no sales pitches, no pressure. The 21
point check list ensures that!

You may have a big list of questions about your money and
how to handle it moving forward. As an Independent Advisor who
enjoys client relationships, the answers to these
questions don't lie in high-cost products with overly
optimistic growth projections.

Through objective financial guidance and proactive wealth
management, we help you leverage your finances as the tool
they are intended to be: for happiness, peace of mind and
the lifestyle you want.

Your long-term happiness is the destination, your money is the
vehicle.

At RockPort Global Advisors, LLC, we approach our relationship
differently. By understanding your story, aspirations, and
preferences, we identify opportunities you may not see for
yourself, agree on a way forward, and keep you on track,
making changes when necessary along the way. Acting in the
best interest of you and your Family, we empower you to pursue
your short and long-term financial goals on your own terms.

Our 21 point check list shows you....we are not the "usual"
Advisory Group.

No pressure, no obligation. Call us today at (813) 448-6766
for a free consultation to see how the 21 point check list can
help you.

Qualifications CRD#: 2554323
FirmCRD#: ---
Series 7, 65, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 8309 Gunn Hwy.,
Tampa,FL  33626

Phone Number (813)4486766




Financial Engines Advisors, LLC

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999.
Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA.
Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University.
Married to Asha. They have three children.

Qualifications CRD#: 2959892
FirmCRD#: 104510
Series 7, 9, 10, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,FL  33607

Phone Number (813)6611717


About Financial Engines Advisors, LLC

Barry Cantrell II Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).





Provident Wealth Management Group

Jason Heinzelmann is a Founding Partner of Provident Wealth Management Group and a Registered Representative with LPL Financial. He holds the designation of Chartered Retirement Planning Counselor (CRPC®) from The College for Financial Planning. Jason brings a broad range of experience gained over many years in financial services, first as a Market Maker and Proprietary Trader, and then as a Financial Advisor. As a business owner himself Jason understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jason specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn’t engage in investment banking activities. This enables Jason to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jason has lived in the Tampa Bay area since 1993, having attended and graduated from the University of South Florida. Jason and his wife Emily are the proud parents of three children, Kaitlyn, Ben, and Ella.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees ---


Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,FL  33607

Phone Number (813)2406655


About Provident Wealth Management Group

Jason Heinzelmann "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 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 Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.




Provident Wealth Management Group

Jarrod Rutledge is a Founding Partner of Provident Wealth Management Group as well as a Registered Representative with LPL Financial. He holds the designation of CERTIFIED FINANCIAL PLANNER™. Jarrod brings a broad range of experience gained over many years as a financial advisor. As a business owner himself, Jarrod understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jarrod specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn’t engage in investment banking activities. This enables Jarrod to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jarrod is a Florida native, and graduated from the University of South Florida. Jarrod and his wife Sarah are the proud parents of their 10 year old son Peyton, 8 year old daughter Kailey, and 2 year old daughter Rebekah.

Qualifications CRD#: 4769331
FirmCRD#: 6413
Series 7, 66

Compensation/Fees I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,FL  33607

Phone Number (813)2838413


About Provident Wealth Management Group

Jarrod Rutledge,  CFP® "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 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.




Harwood Financial Group

I want to take a moment to introduce you to my family; my wife
Ana, and our children Sofia and Adam. Like all of my clients,
family is also my most valued asset. My personal and
professional choices reflect not only the values I had growing
up, but also my discipline as a pilot and officer in the
United States Air Force, my dedication as a father and
husband, and my devotion as a trusted financial professional.

I care about the process of helping people achieve success,
the significance of their desired life and financial outcomes,
and the life-altering consequences of not protecting against
risk.

As a pilot and officer in the USAF, I learned many lessons
that I now apply to my personal and professional life. The
military stresses a value system that puts family, country,
and others before self. It teaches people to lead, not just to
follow. These are all great lessons that I continue to respect
and follow.

Qualifications CRD#: ---
FirmCRD#: ---
Series: ---

Compensation/Fees ---


Office Location 13191 Starkey Rd,
Tampa,FL  33609

Phone Number (727)5241427


About Harwood Financial Group

Robert Harwood We are wealth managers and we help financially successful people
navigate the challenging financial markets so that they can
benefit from their endeavors and enjoy their time in retirement.
We are a full service organization, from wealth management and
tax reduction strategies to asset protect and estate transition
planning. We do not measure our level of services against other
financial firms- that just wouldn't be good enough. We strive to
lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at
well-known firms such as Fidelity and TD Ameritrade. Through our
arrangements with these firms we will be able to manage your
finances in a manner that is aligned with your goals. We will
not earn commissions from the assets we manage; we are simply
paid a flat fee based on the assets we manage. When you do well,
we do well.





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

Qualifications CRD#: 5167229
FirmCRD#: 112097
Series 7, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 5426 Bay Center Dr, Ste 575,
Tampa,FL  33609

Phone Number (727)6230346


About NBC Securities, Inc.

Armand Atkinson, MS, CFP, CIMA, AIF® Armand is an independent financial advisor with NBC Securities, Inc., 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 childrens 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 NBC Securities, Inc., is ready to help you create the future you choose.





Camarda Wealth Advisors, LLC

Dr. Jeff Camarda, one of the “Best Financial Advisors in America” according to Barron’s, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he’s developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that’s real wealth leadership.

Besides the Barron’s honors, Jeff’s also been named one of WORTH Magazines’ “Top 250 advisors,” and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he’s completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM™) curriculum. He also holds a Master’s degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff’s written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

Qualifications CRD#: 1321857
FirmCRD#: ---
Series 65

Compensation/Fees I am a fee-only financial professional, Based on Assets


Office Location Serving Tampa,
Tampa,FL  33601

Phone Number (800)2621083


About Camarda Wealth Advisors, LLC

Dr.Jeff Camarda 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,
asset protection, retirement income and other advanced
planning. This rare combination of sophisticated knowledge can
help families and business owners make and keep far more
wealth than may be possible with less capable advisors.

Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly
named by Barron’s as “one of the best financial advisors in
America.” Barron’s calls ranked advisors like Jeff Camarda
“the best people in the business” and “truly great financial
advisors” and says that they are “accepted in the industry” as
the “top 1%” who set “the highest standards of their
profession.” He led the successful fight to compel the CFP®
Board to require honest disclosure of hidden commissions and
other consumer pitfalls, had his advice featured in the Wall
Street Journal for years, and quoted as a financial expert in
the national press for decades. Camarda Wealth is A+ rated by
the Better Business Bureau. Besides Barron’s, Jeff and the
firm have been regularly top-ranked by notable industry groups
such as the National Association of Board Certified Advisory
Practices, Bloomberg’s Wealth Manager, and others. Dr.
Camarda’s also an award-winning academic researcher,
specializing in advisor education and professionalism, senior
financial literacy, and value stock investing. His hobbies
include boating, art and antiques. He is active in Boy
Scouting at both the unit and regional board levels.




The Retire Advisory Group

Retirees today are blessed with the gift of better health and longevity. This blessing can have one unquestionable drawback, retirement savings have to go much further and must be very carefully managed to ensure lifestyle is maintained and assets are not outlived. With over 20 years of experience in the financial service industry, Rick Maraj has developed unique proprietary income planning strategies that have been adopted by countless pre and post retirees. Most of these proprietary and unique strategies are available to less than 1% of all Financial Advisors throughout the county. Mr. Maraj specializes in providing clarity and best – fit financial planning options customized to deliver the guaranteed portion of your portfolio. As an independent Financial Advisor, he focuses on asset protection and solutions for lifetime income.

Qualifications CRD#: 6639714
FirmCRD#: ---
Series 63, 65

Compensation/Fees I am a Fee-Based financial professional, Commissions, Flat Fee


Office Location 4506 Stickley Court,
Palmetto,FL  34221

Phone Number (941)9541513


About The Retire Advisory Group

The Retire Advisory Group We offer a very unique approach to "Retirement Income Planning".
We specialize in using "Principal Protected" products and
strategies that can provide a "guaranteed" income stream through
retirement. Our strategy will allow you to grow your money "Tax
Deferred" until you decide to withdraw "lifetime" income
payments. We will show you a way to participate in the upside
potential of the "Market" without suffering any losses due to a
declining market.We can offer assistance in areas of;income
planning and asset preservation.




Horizon Wealth Advisors

Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida.

A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors.

Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.

Qualifications CRD#: 5419103
FirmCRD#: 148338
Series 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 9040 Town Center Parkway,
Lakewood Ranch,FL  34202

Phone Number (910)3520751


About Horizon Wealth Advisors

Dwight Pendola CFP® Horizon Wealth Advisors is a Registered Investment Advisor
based in Lakewood Ranch, Florida. We specialize in personal
asset management for high net worth individuals, families, and
institutions throughout Florida and Pennsylvania. Horizon
Wealth
Advisors offers the experience and sophistication of a large,
institutional investment firm, with a level of attention and
client service only an independent, locally-owned company can
provide.

As your adviser, our goal is to help you focus on the long-
term benefits of saving and investing today. We partner with
you, guiding you and your family to a future of financial
independence.

Together we will ensure that every aspect of your financial
life is working seamlessly so that you can enjoy retirement.

It is our fiduciary duty to provide suitable investment advice
and always act in your best interest.




Financial Engines Advisors, LLC

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999.
Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA.
Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University.
Married to Asha. They have three children.

Qualifications CRD#: 2959892
FirmCRD#: 104510
Series 7, 9, 10, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 6151 Lake Osprey Drive Suite 313,
Sarasota,FL  34240

Phone Number (941)3602727


About Financial Engines Advisors, LLC

Barry Cantrell II Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




List of Additional Financial Advisors in or around Clearwater, Florida
Northwestern Mutual Financial Network Clearwater, FL
Provise Management Group, Llc Clearwater, FL
Raymond James St Petersburg, FL

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