Find Top Financial Advisors in Destin, Florida

Alonso Rodriguez Segarra, founder and CEO of Advise Financial, is a CERTIFIED FINANCIAL PLANNER® with 27 years of experience, dedicated to serving his community in Palm Beach and clients nationwide. Alonso has been recognized as one of the "Top 100 Financial Advisors" in the United States by Investopedia, named among the "Top 100 Financial Advisors Leaders" by etf.com, and included in the "Top 100 Money Experts" series by GOBankingRates in 2025, sharing the list with industry giants like Warren Buffett, Dave Ramsey, and Suze Orman. His passion lies in empowering his clients with financial knowledge to transform their finances and enhance their well-being. With a strong academic background, including a Bachelor's degree in Business Administration (with a concentration in Banking and Finance), a Master's degree in Finance, and a postgraduate degree in Financial Planning from Boston University, Alonso offers comprehensive, objective, hourly financial planning and investment management services. His extensive experience spans both national and international clientele.

At Advise Financial, founded in 2016 on the conviction that a Fee-Only financial advisory model is truly best for you, your financial well-being is our top priority. We offer comprehensive financial planning, portfolio management, and hourly consultations. Our hourly service is ideal for those looking to validate their current portfolio and confirm they're on a beneficial path. Our services are designed for individuals and families, especially those nearing or already in retirement. It's crucial to understand that, as a Fee-Only firm since day one, we don't sell financial products. Our advice is entirely unbiased and fiduciary, meaning we always act exclusively in your best interests and accordance with your needs. We specialize in Roth conversions and RMDs, and we develop robust strategies to support your retirement income. We're also dedicated to educating the community, particularly retirees and pre-retirees. We recognize the significant concern about optimizing withdrawals, and our goal is to empower individuals to make informed decisions and validate their existing financial plans, helping them build a confident path to retirement.

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

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.

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.

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.

Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER^™ professional in 2004. He focuses on financial planning and wealth management for individuals and families.

Daniel is committed to an independent and personalized approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client's financial life. The first step in this process is to fully understand his client's specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, investment selection, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.

DWF Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with professional advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.

We partner with LPL Financial and IHT Wealth Management to offer services and platforms that we believe will best serve the needs of our clients.

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)

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.

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning.

Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.

Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.



https://reap.seminarsoncall.com

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation

Estate Tax Limitation or Reduction

Wealth and Estate Transfer Planning

Individual and Family Trust Planning

Planning for Disability or Incompetence

Capital Gains Tax Reduction

Reduction of Taxes on Social Security Benefits

Income Tax Reduction and Increasing Spendable Income

Seminars Specializing in Estate, Income, Financial & Tax

Advisory Issues

Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.

Dr. Frank Ragonese, affectionately known as "Dr. Frank," is the esteemed founder of Pelican Wealth Advisors, LLC, a fiduciary asset management Registered Investment Advisor firm headquartered in Bonita Springs, Florida.

Possessing an unconventional educational background in engineering, Dr. Frank parlayed his vast academic experience as a former college professor into a flourishing career spanning over 35 years in business and finance. He devoted a decade as the Chief of Risk Management for one of the world's largest corporations, followed by an 15+ year tenure as a portfolio manager.

In response to a demand for an innovative approach to financial services, Dr. Frank Ragonese founded Pelican Wealth Advisors. The firm values its autonomy from large brokerage institutions, adopting a compensation model that aligns with client interests, thereby creating a reciprocally beneficial partnership.

Dr. Frank's notable expertise in risk management allows him to implement the firm's comprehensive approach across various financial domains, including investments, retirement income, taxes, long-term healthcare, and estate planning. This proactive methodology equips clients to adeptly handle potential financial challenges, such as longevity risk or unexpected healthcare expenses.

At Pelican Wealth, we understand that planning for your financial future is a significant task, and getting a second opinion can bring valuable insights. Our seasoned team of financial advisors is dedicated to providing you with objective and comprehensive evaluations of your current financial plan. We bring a fresh perspective, fortified by our extensive industry experience and keen understanding of financial markets and investment strategies. Dont leave your financial future to chance  a second opinion could make all the difference. We encourage you to reach out to us today!

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.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Get a free financial plan »

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

MassMutual is a mutual company. That means we don't have shareholders. And we're not in business to satisfy Wall Street analysts. We operate for the benefit of our members, policyowners, and customers. By putting their long-term interests first, we've shown that looking out for each other pays off, time and again. The proof is in our financial strength ratings 1, among the highest of any company in any industry.

We want you to come away from your first meeting with us with a sense that it was the best hour that you've ever spent on your personal finances. Then, if you choose to work with us going forward, we want every meeting to conclude with you thinking that you couldn't have picked a better partner to work with you along your personal financial planning journey. We want to be your LIFETIME financial advisor. Our founder, Jim Hendricks, started the firm in 2004 and still works full-time with the firm today. We also have four other advisors and two support staff who will work closely with you with the goal of making you feel like you couldn't have chosen a better team. We have offices in Bradenton, FL and Algonquin, IL.

As the Capital Architect and leader of GFO, Jimmy is dedicated to eliminating the Chaos of Complex Wealth for entrepreneurs and investors. After two decades spent mastering the structure of complex capital across institutions like Merrill Lynch and Morgan Stanley, Jimmy developed a singular focus: replacing fragmented advice with integrated, structural certainty. Today, he uses the proprietary Perpetual Capital Framework (PCF)a system designed to deliver Definitive Clarity and ensure client success translates into guaranteed Generational Continuity.

A lifelong Miamian, his commitment to building lasting excellence in the local community continues alongside his wife, Diane, through their involvement with The Golden Canes Society at the University of Miami.

GFO is a specialized private wealth management firm serving successful investors and entrepreneurs. Operating with the tone of a Capital Architect, we prioritize precision, efficiency, and measurable outcomes. We end the chaos of complex wealth by implementing the proprietary Perpetual Capital Framework (PCF). Our purpose is clear: to strategically integrate all capital components and design generational continuity, ensuring your vision translates into a lasting, integrated family legacy.

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.

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!

We work with clients that value a financial advisor that helps them reach their financial goals.

Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals.

We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father's broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry.

Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

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!

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.

"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.

Prior to joining Excelsior Wealth Partners, Russell spent almost 10 years as a Vice President with M&T Securities. Previously to M&T Securities, Russell worked for SunTrust, including partnerships with their Sports & Entertainment Division in Miami, Florida, which focused exclusively on the unique planning needs of celebrities and professional athletes. Russell also served with a Special Forces National Guard under a Rep 63 contract before transitioning to Infantry. His 11 year old son, Chance, is an actor.

Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas.

Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace.

A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.

We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.

As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.

We're pleased to introduce your Retirement Team at Stratton and Company, where we help people just like you live out their dream retirement beginning with the Financial Clarity Process.

Since 2001, we've helped over one thousand clients do just that. Our clients are living proof that you can enjoy a worry-free retirement - no matter what the markets, and life, may bring.

We want to do the same for you.

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!

Yale is an Accredited Investment Fiduciary with almost 20 years of experience as a wealth strategist. Yale spent 10 years at large, nationally known firms before he decided to begin Walker Wealth. The more clients he met, the more he realized that people don't want to buy a product. Rather, people want to feel as though they have a plan and are on a clear path to achieve their financial goals.

At Walker Wealth Management, our team of fiduciary professionals takes a multidisciplinary approach to address every nuance of your financial picture and help you chart a course to achieve your goals.