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Find Top Financial Advisors in Lake Mary, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lake Mary, Florida
Last Updated - 11-May-2022

Lake Mary has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 9 non-vetted advisors in your local area. These financial advisors in Lake Mary , Florida have an average of 23 years of experience.

NOTE: The list of financial advisors in Lake Mary , Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Lake Mary , Florida .

Qualified Financial Advisors in Lake Mary, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
George Jackson
CFP®, CMT®, ChFC®, CPA, CFA®, CLU®
JACKSON WEALTH MANAGEMENT
755 Primera Blvd, Suite,
Lake Mary, FL 32746
32 816,133,696.63 $500K+ Fee-Based
Rey Descalso
AIF®, AAMS®
PRIVADA WEALTH MANAGEMENT
549 North Wymore Road,
Maitland, FL 32751
15 $65000000 Not Specified Fee-Based
Anthony DeLuca
DELTA CAPITAL MANAGEMENT, LLC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based
Eric Lasso
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1900 Summit Tower Boulevard,
Orlando, FL 32810
12 Not Specified Not Specified Fee-Based
Rick DiBiasio
CFP®
LATITUDES FINANCIAL STRATEGIES
120 West 6th Ave,
Windermere, FL 34786
36 $50,000,000 $250,000 Fee-Based

Information on Qualified Financial Advisors in Lake Mary

Qualifications CRD# 1688317
FirmCRD# 147642
Series 6, 7, 22, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 755 Primera Blvd, Suite,
Lake Mary,
FL
32746
Phone Number 321-249-6670

Will you retire well? You know, the kind of retirement we all dream of. Having enough money so you can spend every day like a vacation & feeling like you finally have time to sit back and enjoy life again. Many high-level professionals have work, travel, and family responsibilities that crowd out proper management of finances. This makes planning for retirement nearly impossible. Its on your mind, but you keep pushing it off because youre content with your current financial situation. Sure youre getting, by but are you thriving? We offer a complimentary consultation that will help you look at your finances holistically and make sure you are getting the most out of your investments, have a solid plan for retirement, and have a legacy planned for your loved ones. I have retired with my clients hundreds of times and I would be happy to guide you to a successful retirement.

About Jackson Wealth Management

Jackson Wealth Management is a full-service wealth management firm providing financial planning and investment services to successful individuals and households. In the nearly three decades since George P. Jackson founded our firm and its predecessor, we have aimed to help family after family grow and protect their wealth and achieve their goals.

As a fiduciary, client-centered firm, our mission is to help you achieve financial confidence and fulfillment as uniquely defined by you. Trust and integrity are integral to Jackson Wealth Management: All of our investment advisors, including our founder, have pristine regulatory compliance records, with zero disclosures for customer complaints.

We empower clients through education delivered in plain English. As legal fiduciaries, we harness our experience, knowledge and dedication to provide advice and solutions in your best interest—not ours. Other advisors may be held to a less-stringent standard of client care for certain kinds of investment accounts.

George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4906080
FirmCRD# 124583
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets, Flat Fee, Hourly


Office Location 549 North Wymore Road,
Maitland,
FL
32751
Phone Number 321-280-9081

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities. Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 7208553
FirmCRD# 128350
Series 7, 24, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 698 N Maitland Avenue Suite 201,
Maitland,
FL
32751
Phone Number 407-422-2423 Ext. 110

Anthony DeLuca is Financial Advisor and Client Relationship Manager for Delta Capital Management, LLC, a Registered Investment Advisor located in Maitland, FL. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24. He is now furthering his studies as he pursues the CFP Designation. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

About Delta Capital Management, LLC.

The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there. The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting. Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.

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, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 3201387
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1900 Summit Tower Boulevard,
Suite 630,
Orlando,
FL
32810
Phone Number 321-207-9017

With more than 20 years of industry experience, I'm a financial planner who's focused on helping my clients discover the right financial path for their unique situation so they can enjoy the future they've worked so hard for. When not at work, I'm with my wife and two boys, usually camping and cooking delicious meals. I'm a fluent Spanish speaker and actually ran with the bulls in Pamplona, Spain.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 1287108
FirmCRD# 6413
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 120 West 6th Ave,
Suite E,
Windermere,
FL
34786
Phone Number 407-909-1033

Rick DiBiasio CFP is the father of 3 grown daughters and 1 son, he also has 4 grandsons and 2 Granddaughters (so far.) If he isn't in the office, you'll probably find him playing tennis with his buddies, out pedaling his bicycle somewhere in the Florida countryside, or playing with his beloved Old English Sheepdog, Maggie. Rick has taught classes in improvisational comedy and performed at SAK Comedy Club in Orlando. He is known as a less than adequate guitar player. He's the author of The Retirement Dilemma and The Affluent Artist (forward by Jack Canfield). Rick has worked in New York, for a major brokerage firm, he's been a manager in a regional investment firm, and at a bank investment firm. He founded his own firm, Latitudes Financial Strategies, because he wanted to focus on individual wealth management as an advisor and fiduciary. He is a Certified Financial Planner Practitioner focused on retirement planning. As an Orlando area resident Rick is dedicated to serving many executives and their families from the local theme park and hospitality industries. His success as an advisor is due to his approachability and ability to make financial concepts understandable and relatable. As an independent advisor, he works for his clients, acting as their trusted family advisor. "I've been lucky enough to have been in the financials services industry for over 36 years, and I've watched the concepts that I preach about investing work for many families." As a widower, Rick also understand the grieving and estate planning process, he understands that life does not always go as planned.

About Latitudes Financial Strategies

At Latitudes Financial Strategies we have developed a collaborative investment process that helps us to create a portfolio for each of our clients that is as unique as they are. We dont believe in using computer generated, one size fits all packages of investments. As investment fiduciaries, we design our advisory accounts to utilize our vast experience and expertise to create a portfolio that is representative of your long-term goals, your values, and your unique situation. How do we do it? Think of us as Concierge Level Wealth Managers. It's almost impossible to do business in Central Florida and not understand how powerful a Great Guest Experience is. Here at Latitudes we provide individualized and customized strategies to help our clients pursue their goals by being approachable, responsive, creative, and diligent at what we do. Think of us as your financial services boutique providing concierge level service, you deserve it! If you are tired of one size fits all financial solutions, come talk to us, set up an appointment right here on the website.

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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Lake Mary, Florida
Firm Name AUM No. of Clients Fee Structure
Newport Group Securities, Inc.
300 Primera Blvd. , Suite 200,
Lake Mary, FL 32746
$29,226,717,684 78 A percentage of AUM
Fixed fees
Newport Group Consulting, Llc
300 Primera Blvd. , Suite 200,
Lake Mary, FL 32746
$13,026,941,351 399 A percentage of AUM
Fixed fees
Robo Advisor, Inc.
255 Primera Boulevard , Suite 160,
Lake Mary, FL 32746-2168
$0 0 A percentage of AUM
Hourly charges
Other (SUBSCRIPTION FEE AS A FLAT TRADING FEE.)
Capacuity Llc
300 International Parkway , Suite 350,
Lake Mary, FL 32746
$4,716,986,003 81 A percentage of AUM
Fixed fees
Kairos Private Wealth, Inc.
801 International Pkwy, , Suite 500,
Lake Mary, FL 32746
$106,559,123 511 A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY ADVISORY FEES)
Tim Looney Investments, Llc
1145 Townpark Avenue , Suite 2225,
Lake Mary, FL 32746
$338,324,498 1099 A percentage of AUM
Hourly charges
Fixed fees
Collaborative Wealth
972 International Parkway,
Lake Mary, FL 32746
$450,829,910 1500 A percentage of AUM
Hourly charges
Fixed fees
Advus Financial Partners, Llc
1525 International Parkway , Suite 2071,
Lake Mary, FL 32746
$4,355,688,612 743 A percentage of AUM
Hourly charges
Fixed fees
Jackson Wealth Management, Llc
755 Primera Blvd , Suite 1001,
Lake Mary, FL 32746
$805,887,008 3146 A percentage of AUM
Hourly charges
Shariaportfolio, Inc.
1331 S. International Parkway , Suite 2291,
Lake Mary, FL 32746
$355,869,568 1653 A percentage of AUM
Performance Based

    List of Additional Advisors in Lake Mary, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    ABL Financial
    Inquire with ABL
    255 Primera Boulevard, Suite 160, Lake Mary, FL  32746 407-698-3418
    Wade S Eshelman
    Inquire with Wade
    1525 International Pkwy, Ste 4001, Lake Mary, FL  32746 407-915-6562
    James H Eshelman
    Inquire with James
    1525 International Pkwy, Ste 4001, Lake Mary, FL  32746 407-915-6562
    Scheirer Wealth Management
    Inquire with Scheirer
    1540 International Pkwy, Ste 2000, Lake Mary, FL  32746 321-275-5922
    The Hidden Wealth Solution
    Inquire with Hidden
    250 International Parkway, Suite 146, Lake Mary, FL  32746 407-478-1599
    Safe Money Solutions
    Inquire with Safe
    1540 International Parkway, Suite 2000, Lake Mary, FL  32746 407-322-2555
    Carl Logan
    Inquire with Carl
    801 International Parkway, Suite 500-Cl, Lake Mary, FL  32746 240-654-5856
    Edward Jones
    Inquire with Edward
    3248 West Lake Mary Blvd, Suite 1210, Lake Mary, FL  32746 407-324-1554
    Edward Jones
    Inquire with Edward
    142 W Lakeview Avenue, Suite 2000, Lake Mary, FL  32746 407-302-1508
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