Find Top Financial Advisors in Melbourne


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in New Jersey. 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.

Click here to get a personalized match

Qualifications of Financial Advisor in Melbourne

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.



Financial Advisors in Melbourne, Florida
Financial Advisor Office Location Phone Number
Steve Crossett,
Financial Engines Advisors, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL  32940
(321) 751-6162
Matthew Myland,
Solomon API
1129 S. Hwy Us1 Suite 101,
Rockledge, FL  32955
(321) 508-3911
David I. Strunc, CRPC® - Founding Partner,
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101,
Orlando, FL  32819
(407) 237-0116
Richard Reyes, CFP,
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669

Information on Qualified Financial Advisors in Melbourne


Joined Financial Engines in 2007. Began his career in the financial services industry in 1993.
Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA.
Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s).
Bachelor's degree in Economics and Finance from the University of West Florida.
Hometown is Dunedin, FL.
Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

Qualifications CRD#: 1977387
FirmCRD#: 104510
Series 7, 8, 63, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 4865 North Wickham Road Suite 108,
Melbourne,FL  32940

Phone Number (321)751-6162


About Financial Engines Advisors, LLC

Steve Crossett Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).





Matthew E. Myland is an investment adviser representative (IAR) and the founder of Solomon API a registered investment advisory firm, (RIA)

Matthew is recognized as a leading financial educator and is the author of the books, ?Twelve Financial Pitfalls Seniors Should Avoid? and ?Annuity Lies?.

He is an adviser to advisers and trains throughout the country, educating advisers on their role in helping clients build a solid financial future based on an honest assessment of their situation and the best use of the financial tools available to meet their needs and objectives.

Matthew has been in the financial industry for more than twenty years, and he is passionate about helping consumers understand all of the options available to them.

Matthew has been married to his wife, Kelli, for more than twenty years, and they have a beautiful daughter, Mary. Kelli graduated from the University of Miami School of Music and has sung on the Norwegian Cruise Lines and with celebrities such as Rosemary Clooney.

Qualifications CRD#: 2912931
FirmCRD#: 159471
Series 63, 66

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 1129 S. Hwy Us1 Suite 101,
Rockledge,FL  32955

Phone Number (321)5083911


About Solomon API

Matthew Myland This pursuit of understanding of the global economy and
financial markets, and translating that into great portfolios
has help build a distinct track record of success.

Part of what makes us unique is the value found in our
approach of focusing on highly-quantitative modeling. We
combine massive amounts of data; world-class computing power
and financial expertise to develop sophisticated trading
models. And we use technology to constantly refine our
investment process and our insight into how the markets will
behave. This approach to risk management and having systems in
place helps us to find distinctive opportunities, which
continues to fuel our growth as a company.

We embrace internally that our work in meaningful to the
relationships that have entrusted us. We require internally a
fierce focus on striving together for the highest levels of
truth and excellence, so that our work is simply not just
realized, but felt in our relationships.

We believe that creating excellent outcomes require applying
our understanding of how the world works, as reflected in our
principles.





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.

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

Compensation/Fees I am a fee-based financial professional, Based on Assets, Flat Fee


Office Location 6052 Turkey Lake Rd. Ste. 101,
Orlando,FL  32819

Phone Number (407)2370116


About Sunrise Wealth Advisors

David I. Strunc, CRPC® - Founding Partner 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!






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.

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

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Maitland,FL  32751

Phone Number (407)6226669


About Wealth and Business Planning Group, LLC

Richard Reyes, CFP Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.




List of Additional Financial Advisors in or around Melbourne, Florida
Arbor Financial Services of Florida, Inc. Melbourne, FL

Compare Financial Advisors Near You Serving the Melbourne, Florida Area

Please provide some basic information needed to match you with 2 to 3 pre-screened financial advisors based on your specific needs and receive FREE INITIAL CONSULTATION.

What advisory services do you need?

What is the size of your investment portfolio?

Your Zipcode

First Name:

Last Name:

Email

Phone No:

Additional information (optional)

Privacy Policy | Terms & Conditions

Featured Financial Articles

Social Security Retirement Income Planning - The Critical Path You Can't Afford To Miss

Like a critical life-saving operation where every move must be perfect and every minute counts, crafting and maintaining a retirement plan entails some of the most important decisions you will ever... more

Facing and Managing Investment Danger

The dangers facing today's investor have never been more deeply felt. The bloody lessons of the Great Crash of 2008 left no investor untouched, but some weathered the storm far better than others,... more

Are Your Retirement Growth Assumptions Reasonable

Making the right assumptions about future rates of return is critical. Investment returns assumptions can be an Achilles' heel in retirement analysis, and standardization is yet to emerge, even in... more

Are You A Financial Advisor in Florida?

join-wiseradvisor-
wiseradvisor-right-sign

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only

Select other cities in Melbourneto broaden your search for a financial Advisor