Find Top Financial Advisors in Ocala, Florida

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Stephen Colavito is CIO of San Blas Advisory and Zermatt Private Wealth. Both firms focus on UHNW Individuals and Multi-family Office clients. Stephen is the Chief Investment Officer (CIO) responsible for developing global investment insights and working within the firm(s) to create actionable advice. He also represents San Blas' market views across all channels as a speaker and through the company's research. His career in wealth management and investing spans 30 years of broad-based experience. He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays. After his time at the wirehouses, Colavito was a short-duration portfolio manager before joining San Blas Securities. He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative. He writes industry articles, speaks at industry and business meetings, and provides commentary on business. Investment shows such as Bloomberg News, Fox Business, and AriseXchange. Colavito is a member of the American Economic Association (AEA) and one of a handful of advisors selected by the Financial Times as part of their Leadership Council. He graduated from Florida International University (FIU) with a Bachelor of Science degree in Finance. Colavito played collegiate tennis at FIU. He is an active church member, husband, and father of three daughters.

About SB Advisory

San Blas Securities comprises the broker-dealer and three RIA advisory practices. Headquartered in Atlanta and Chicago, its platform includes Capital Markets and an Independent Advisor Network. We comprise a core team of individuals with a proven track record in both fields. SB Advisory and Zermatt Private Wealth are preeminent wealth management firms. We strive to provide exceptional service and personalized solutions to Ultra High Net Worth clients and Multi-Family Offices. Our depth of public and private markets, combined with our deep expertise in investment banking and institutional trading, creates the ability to provide our clients with opportunities that may not be available to most individual investors.

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

Camarda's advisory team is led by Dr. Jeff Camarda. Jeff has both a PhD and Master's in Financial Planning, has another Master's in Tax Law from Georgetown Law, and has completed the CFA^®, CFP^®, ChFC^®, BCM^™, CFS^® and other programs. The CFA^® is widely regarded as the premier portfolio management designation. Jeff is also an admitted IRS Practitioner authorized to represent clients in tax law matters before IRS. Camarda is a strictly fee-only, fiduciary investment and wealth management firm. No commissions are accepted for any work whatsoever. Avoiding conflicts of interest and expertly representing clients' interests first and foremost is our highest priority. We call that Wealth Done Right^®, and feel so strongly about it we trademarked it with the US Patent Office. We serve clients across the US. Under Jeff's leadership, Camarda has evolved into a rare "Total Wealth Care" firm, offering ongoing advice on investments, estate and trust planning, asset protection, retirement income planning, tax reduction strategy, financial planning, insurance and risk management, even real estate and business consulting - all on a strictly fee -only/no commission basis, and all included in our competitive investment management fee. Coordinated tax preparation and legal (including trusts, estate and asset protection documents, and more) is available via TaxMaster, Camarda's wholly owned affiliate. Camarda truly is a one-stop shop for all wealth matters. Our goal is to make it very easy and cost effective to get very sophisticated, ongoing "one point of contact" advice. Camarda also offer highly customized portfolio management, unlike the "five sizes fit all" cookie cutter programs that have become very common in the advisory world. Camarda is also an extremely proactive portfolio manager, watching the markets regularly, and standing ready to make moves designed to not only grow wealth but protect it from the devastation of market crashes. We think you will find Camarda's a very rare and valuable advisory skillset. Jeff's career has been driven by a single mission: an unrelenting study of advanced wealth techniques designed to provide clients with sophisticated financial strategies that go far beyond traditional investment management. As CEO & Chief Wealth Officer of Camarda Wealth, Jeff's propriety systems and hand-trained advisory team provides clients with comprehensive, research-driven wealth counsel designed to optimize returns, protect investments, reduce tax burdens, and maximize intergenerational family wealth. With a lifelong passion for financial education, Jeff has earned some of the industry's most prestigious designations, as well as three post-graduate degrees in wealth management including his PhD in Financial & Retirement Planning. He's also an industry-leading academic researcher specializing in advisor education and ethics. He's been a published author for decades, including writing a column on advanced wealth for Forbes. His most recent book, Financial Storm Warning for Investors, was an Amazon bestseller. He's been repeatedly featured and interviewed in the national financial press, including Barron's, The Wall Street Journal, Bloomberg, and more.

About Camarda Wealth Advisory Group

5 key things set Camarda apart: 1. Real Fiduciary Camarda is a dedicated fiduciary advisor, legally bound to put your interests first. We accept no compensation besides fully disclosed fees. Clients only pay for work they ask us to do. That's not true for something like 90% of advisors who are either straight commission, or worse, have both fiduciary and commission licenses. Such advisors may gain your trust as fiduciaries, but perhaps later switch hats, and charge you expensive but hard-to-spot commissions. We take fiduciary responsibility seriously. Our duty is to protect your best interests. 2. Credentialed & Experienced Advisory Team Finding any licensed investment advisor is easy hundreds of thousands have securities licenses. We think such licenses are too easy to get. No college, experience, or financial background is required. Smart wealth is complicated stuff. There's a lot on the line, including your quality of life, retirement, and family legacy. Getting it right is critically important. Camarda has PhDs on the team, as well as many advanced credentials, including IRS-admitted tax practitioners, and CFA^®s. Approximately 2% of advisors have the CFA^®. But if you want investment advice, don't you want a team with recognized expertise? 3. "Total Wealth Care" Finding a CFA^®-grade fiduciary advisor is hard enough. Finding a team expert in the other things you probably care about like tax reduction strategy, estate planning and trust design, asset protection, real estate, insurance, and business planning, is even harder to find. Luckily, you found us! The Camarda Group is experienced and knowledgeable in all these areas, and more. One quarterback, one team, one systematized, completely integrated wealth management process. You may have struggled in the past with finding a depth and bandwidth of expertise, but not here. 4. Proactive Portfolio Management Many advisors are religiously buy-and-hold or have similar passive strategies that make no effort to get out of the way of major market meltdowns. But if you're hit with a bear market in or near retirement, wealth can be erased forever& We think that can be a big mistake. While the market's long-term trend is generally up, sometimes severe plunges occur which can be devastating especially in or near retirement. A frequent investor complaint after such plunges is "my advisor did nothing to protect me." In contrast, we are extremely proactive managers. We watch the markets closely on an ongoing basis. We stand ready to make the moves we feel necessary to both optimize results and avoid losses. 5. Consistent National Recognition With decades of experience, Camarda is proud to have been repeatedly nationally featured*, including in The Wall Street Journal, Barron's, Forbes, Bloomberg, Investopedia, and more. *(Camarda did not pay for these recognitions. Barron's, a Dow Jones Company, most recently recognized Camarda 3/14/20 based on data through 9/30/19. Forbes most recently recognized Camarda on 4/3/24, based on SHOOK Research, LLC data as of 6/30/23. Please see https://camarda.com/faq)

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts

I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance. In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients. With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.

About Accurate Advisory Group

We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.