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Find Top Financial Advisors in Lakeland, Florida

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 Lakeland, Florida

Last Updated - 27-May-2023

Lakeland has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 37 non-vetted advisors in your local area. These financial advisors in Lakeland , Florida have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Lakeland , Florida mentioned below does 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 Lakeland, Florida.

Qualified Financial Advisors in Lakeland, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Lehman
CFP®
FOCUS WEALTH STRATEGIES
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Years Not Specified $50,000 Fee-Based
Nathan Helms
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®)
LPL FINANCIAL
1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629
14 Years Not Specified $250,000 Fee-Based
McDonough Capital Management
CFP®
MCDONOUGH CAPITAL MANAGEMENT
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Years Not Specified $500,000 Not Specified
Anthony DeLuca
CFP®
DELTA ADVISORY GROUP, INC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $0 $250,000 Fee-Based

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Information on Qualified Financial Advisors in Lakeland, Florida

Qualifications CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66

Compensation/Fee Fee-Based


Office Location 3419 Brook Crossing Drive,
Brandon,
FL
33511
Phone Number 813-305-0411

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

About Focus Wealth Strategies

Focus Wealth Strategies

At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. 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. For more information about LPL Financial, visit http://www.lpl.com.

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# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66

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


Office Location 1001 S Macdill Ave,
Suite 700,
Tampa,
FL
33629
Phone Number 813-334-6500

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.

About LPL Financial

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 Nathans 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.

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


Qualifications Firm CRD# 314989

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


Office Location 6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
Phone Number 407-248-9647

About McDonough Capital Management

McDonough Capital Management

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.

Advisory Services Provided:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 7208553
Firm CRD# 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

Anthony DeLuca is a Certified Financial Planner Professional and Partner with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. 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. 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 also 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. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony enjoys many outreach programs. He is a proud member of The Seminole County Leadership Program - Class 32. He is also heavily involved with foster children who have phased out of the foster care system. He currently works with The Villages, and IMPOWER program. In his free time, he is an avid sports fan, competing in tennis, hockey, and lacrosse. He is also passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

About Delta Advisory Group, Inc.

Delta Advisory Group, Inc.

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


Customer Reviews

Top Financial Advisor Firms in Lakeland, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CPS INVESTMENT ADVISORS
205 East Orange Street #310, Lakeland, FL 33801-4611
16 6850 $2,172,883,502
A percentage of AUM, Fixed fees
AGAMERICA LENDING LLC
4030 South Pipkin Rd., Lakeland, FL 33811
126 2 $819,000,000
A percentage of AUM, Performance Based
CORE WEALTH ADVISORS, INC.
124 South Florida Avenue, 4th Floor, Lakeland, FL 33801
9 708 $410,700,707
A percentage of AUM, Hourly charges, Fixed fees
WALL ADVISORS, INC.
212 E Highland Drive, Suite 201, Lakeland, FL 33813
3 437 $185,983,843
A percentage of AUM, Hourly charges, Fixed fees
CAPSTONE WEALTH MANAGEMENT CORP.
5120 S. Lakeland Drive, Suite 1, Lakeland, FL 33813
5 376 $148,065,022
A percentage of AUM, Fixed fees, Performance Based
JAMES I. BLACK & COMPANY
311 South Florida Avenue, Lakeland, FL 33801
9 166 $123,770,284
A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE)

    List of Additional Advisors in Lakeland, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    225 East Lemon St, 1st Fl, Lakeland, FL  33801 863-499-1506
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    4927 Southfork Dr, Ste A, Lakeland, FL  33813 734-284-3700
    225 East Lemon St 1st, Fl, Lakeland, FL  33801 863-687-6211
    615 Midflorida Drive, Suite 2, Lakeland, FL  33813 863-797-4996
    500 South Florida Ave, Suite 500, Lakeland, FL  33801 863-688-7535

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?