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Find Top Financial Advisors in Maitland, Florida

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Maitland, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Maitland

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.

Qualified Financial Advisors in Maitland, Florida
Financial Advisor Office Location Phone Number
Rey Descalso
Privada Wealth Management
549 North Wymore Road,
Maitland, FL  32751
(321) 280-9081
Richard Reyes, CFP
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
Juan Grau
Creative Planning
---,
Orlando, FL  32789
(407) 429-9140
Colby Winslow
Creative Planning
---,
Orlando, FL  32714
(407) 280-3029
Joseph Bert, CFP
Certified Financial Group, Inc.
1111 Douglas Ave.,
Altamonte Springs, FL  32714
(407) 869-9800
Eric Lasso
Edelman Financial Engines, LLC
1900 Summit Tower Boulevard,
Orlando, FL  32810
(321) 207-9017
Al Baker, CFP®
Security Financial Management
2420 S Lakemont Ave,
Orlando, FL  32814
(407) 644-4686
Scott Martin, CFP®, CExP"
SD Martin Financial Services, Inc.
1325 S. International Parkway,
Lake Mary, FL  32746
(407) 833-0003
Edward McDonough
McDonough Capital Management
6000 Turkey Lake Rd,
Orlando, FL  32819
(407) 248-9647
David I. Strunc, CRPC® - Founding Partner
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL  32819
(407) 237-0116
Nick J. Russell, CRPC® Founding Partner
Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101,
Orlando, FL  32819
(407) 237-0117
Dan Davis
Creative Planning
---,
Naples, FL  32713
(407) 489-5428

Information on Qualified Financial Advisors in Maitland

Qualifications CRD# 4906080
FirmCRD# 124583
Series 7, 66

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


Office Location 549 North Wymore Road,
Maitland,
FL 
32751
Phone Number (321) 2809081

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.



Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

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


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 
32751
Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.



Qualifications CRD# 6153112
FirmCRD# 105348


Office Location ---,
Orlando,
FL 
32789
Phone Number (407) 4299140

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 5887786
FirmCRD# 105348


Office Location ---,
Orlando,
FL 
32714
Phone Number (407) 2803029

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



Qualifications CRD# 827053
Series 63

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


Office Location 1111 Douglas Ave.,
Altamonte Springs,
FL 
32714
Phone Number (407) 8699800

About Certified Financial Group, Inc.

Providing fee-based investment advice through our SEC-registered investment advisory firm, CFG has grown to be the largest independent firm in Central Florida having 10 Certified Financial Planner professionals under one roof. Listen to us on 96.5 FM, WDBO Radio every Saturday morning at 9 and come experience The Certified Difference!



Qualifications CRD# 3201387
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1900 Summit Tower Boulevard,
Suite 630,
Orlando,
FL 
32810
Phone Number (321) 2079017

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Florida and Master of Business Administration from University of Florida.

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1035089
FirmCRD# 15708
Series 6, 22, 62, 63, 65

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


Office Location 2420 S Lakemont Ave,
Suite 120,
Orlando,
FL 
32814
Phone Number (407) 6444686

Al Baker, CFP® began his financial career in 1983 with Lincoln Financial Group. He also spent 18 years with SWS Financial Services as an advisor before moving to Security Financial Management as an advisor. Al Baker is considered a true expert in retirement planning and portfolio management by many of his piers. If your looking for someone who truly wants to understand your financial situation and help you achieve your goals, then you came to the right place.

About Security Financial Management

Come in looking for a Financial Planner and Walk out with your very own C.F.O. There are a few things our leadership team knows to be true. First, a good relationship is a powerful thing. Fact is, people test people every day to see if their word has meaning. We invite you to give us a shot. For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we're responsive, experienced and thorough. Like your own C.F.O. should be.



Qualifications CRD# 1282147
FirmCRD# 125112

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


Office Location 1325 S. International Parkway,
Suite 2221,
Lake Mary,
FL 
32746
Phone Number (407) 8330003

Scott Martin is a CFP® and a Certified Exit Planner" and helps you to gain clarity about your desired outcomes as it pertains to your financial security and lifestyle. He does this by discovering what your goals, dreams, objectives and risk tolerance are and creates a financial road map that acts as a GPS using the CFP® Board of Standards 7 Step Planning Process. Additionally, he has the experience and the tools and vast resources (various experts) necessary to help you make informed decisions whether you are a retiree, employee or a small business owner. Scott will collaborate with your CPA, attorney and other advisors and of course with you to make sure that all aspects (tax and risk minimization, cash flow, estate planning, retirement planning, etc.) of your unique financial plan are addressed. Scott began his career in 1984 as a Registered Representative and transitioned to Advisory only in May 2017. Scott is an Army Veteran and was a tank crewman and platoon combat explosives expert with the 3rd Armored Calvary Regiment as well as serving in the Army Reserves while attending college.

About SD Martin Financial Services, Inc.

We act as fiduciaries whereby we put our client's interests first and do that by being objective, transparent and by creating a non-static financial plan that acts as a GPS. We use the 7 Step Planning Process of the CFP® Board of Standards. This process takes a holistic approach to wealth management so that you gain clarity about your money and the affects of your decisions as related to your financial goals. We cater to those who value objective advice and who have at least $250,000 in securities and/or cash and are willing and able to work remotely via Zoom and phone. Do you know for sure if you are on track to meet your financial goals? Do you know what your probability of success is for reaching your financial goals? If you can't answer these two basic questions then we invite you to find out by contacting us for a confidential probability of success analysis that uses a process that only takes 5 minutes to complete. Don't you owe it to yourself and loved ones to know where you stand? When you complete your initial Zoom Call with Scott he will send to you The Family Preparedness Workbook. Who Should Get This? Anyone who wants to safely organize medical and financial information (personal and/or business), store key information, or organize essential documents. Set your no obligation Zoom meeting when we call/email you. This is a TRULY limited time offer for sure. So be sure to respond (voicemail)/email when we reach out to you. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated.



Office Location 6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL 
32819
Phone Number (407) 2489647

About 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.



Qualifications CRD# 4766050
FirmCRD# 421
Series 6, 7, 66

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


Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,
FL 
32819
Phone Number (407) 2370116

David has been in the Financial Services industry for over 15 years whose experience ranges as Founding Partner of Sunrise Wealth Advisors, Financial Advisor for a select group of families in Central Florida and out of state, and coaching and training financial advisors.

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning. Check out our commercial that airs on CNBC and TNT!



Qualifications CRD# 4955951
FirmCRD# 10299
Series 7, 66

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


Office Location 6052 Turkey Lake Rd, Ste. 101,
Orlando,
FL 
32819
Phone Number (407) 2370117

A founding partner of Sunrise Wealth Advisors, Nick J. Russell is actively involved in his office as an Investment Advisor Representative and CRPC®. Nick truly believes in dedicating year-round time and attention to each and every one of his clients.Nick specializes in subjects including (but not limited to) Investment Advisement, Wealth Management, Retirement Planning. When he is not at the office, Nick enjoys traveling, spending time with his family and friends, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams.

About Sunrise Wealth Advisors

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth Advisors and developed the company via his firm belief that clients should be able to receive unbiased financial guidance. Nick has over 15 years of industry experience and currently services his clients in Investment, Insurance, and Financial Planning.



Qualifications CRD# 3150752
FirmCRD# 105348


Office Location ---,
Naples,
FL 
32713
Phone Number (407) 4895428

About Creative Planning

At Creative, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. As a nationally recognized leader in the wealth management community, we are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, we believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 30 years, we have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success. We take our role as trusted advisor seriously, using proprietary strategies and techniques we have developed over the course of multiple market cycles.



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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.

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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.

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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.

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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?