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Find Top Financial Advisors in Lakeland, 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 Lakeland, Florida
Last Updated - 24-Jun-2022

Lakeland has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 34 non-vetted advisors in your local area. These financial advisors in Lakeland, Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in Lakeland, 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 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 Not Specified $50,000 Fee-Based
Jonathan Briggs
CFP®
BRIA CAPITAL GROUP, LLC
2909 W Bay to bay Blvd,
Suite 402,
Tampa, FL 33629
12 $52,000,000 Not Specified Fee-Based
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only
Eric Lasso
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1900 Summit Tower Boulevard,
Suite 630,
Orlando, FL 32810
12 Not Specified 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

Information on Qualified Financial Advisors in Lakeland

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

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# 5809575
Firm CRD# 175258
Series 65

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


Office Location 2909 W Bay to bay Blvd,
Suite 402,
Tampa,
FL
33629
Phone Number 813-448-1122

Jon spent the first 10 years of his career as an Advisor and later ran a territory for Pruco Securities in Rochester NY. He moved down to take over an existing practice from a long time and well respected Tampa native. We have clients that have been with the Firm for 30 years and I'm honored to continue on the Firm. Our goal isn't to be a larger firm, instead we want to maintain a high level of one on one support! Jon lives with his Wife Jaimie and 3 daughters in Wesley Chapel.

About BRIA Capital Group, LLC

We are a Fee Based Firm, we focus on financial planning and wealth management. We do maintain our license to help with Insurance products as necessary. We have always focused on maintaining a small number of clients that we can service and support really well.

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


Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 6151 Lake Osprey Drive, Third Floor,
Sarasota,
FL
34240
Phone Number 941-924-9300

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


Qualifications CRD# 3201387
Firm CRD# 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# 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 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


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

Firm Name AUM No. of Clients Fee Structure
Cps Investment Advisors
205 East Orange Street #310,
Lakeland, FL 33801-4611
$2,172,883,502 6850 A percentage of AUM
Fixed fees
Agamerica Lending Llc
4030 South Pipkin Rd.,
Lakeland, FL 33811
$819,000,000 2 A percentage of AUM
Performance Based
Core Wealth Advisors, Inc.
124 South Florida Avenue , 4th Floor,
Lakeland, FL 33801
$410,700,707 708 A percentage of AUM
Hourly charges
Fixed fees
Wall Advisors, Inc.
212 E Highland Drive , Suite 201,
Lakeland, FL 33813
$185,983,843 437 A percentage of AUM
Hourly charges
Fixed fees
Capstone Wealth Management Corp.
5120 S. Lakeland Drive , Suite 1,
Lakeland, FL 33813
$148,065,022 376 A percentage of AUM
Fixed fees
Performance Based
James I. Black & Company
311 South Florida Avenue,
Lakeland, FL 33801
$123,770,284 166 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
    Benjamin Crum
    Inquire with Benjamin
    225 East Lemon St, 1st Fl, Lakeland, FL  33801 863-499-1506
    Allied Wealth Advisors
    Inquire with Allied
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    Jeffery Wallace
    Inquire with Jeffery
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    Kevin McWilliams
    Inquire with Kevin
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    Steven L Petersen
    Inquire with Steven
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    Steven F Taylor
    Inquire with Steven
    1910 Lakeland Hills Blvd, Lakeland, FL  33805 863-688-6863
    Bruce Parmenter
    Inquire with Bruce
    4927 Southfork Dr, Ste A, Lakeland, FL  33813 734-284-3700
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    225 East Lemon St 1st, Fl, Lakeland, FL  33801 863-687-6211
    Henley Financial Group, LLC
    Inquire with Henley
    615 Midflorida Drive, Suite 2, Lakeland, FL  33813 863-797-4996
    Rick Trasport ChFC, CEP, CFS, CAS
    Inquire with Rick
    500 South Florida Ave, Suite 500, Lakeland, FL  33801 863-688-7535
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