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Find Top Financial Advisors in Punta Gorda, 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 Punta Gorda, Florida
Last Updated - 13-May-2022

Punta Gorda has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Punta Gorda , Florida have an average of 23 years of experience.

NOTE: The list of financial advisors in Punta Gorda , 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 Punta Gorda , Florida .

Qualified Financial Advisors in Punta Gorda, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Landsberg
CFP®, CIMA®, AIF®
LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
252 West Marion Avenue,
Punta Gorda, FL 33950
28 1,000,000,000 $1,000,000 Fee-Only
John Salomon
CFP®, CPA
J2 CAPITAL MANAGEMENT, INC.
1222 SE 47th St,
Cape Coral Fl & Troy Mi, FL 33914
23 $140,000,000 Not Specified Fee-Based
Al Osgood, CFP®, MBA
CFP®
FINANCIAL FREEDOM LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only
Kevin T Clark, RF
RF
PLAN CONFIDENCE CORP
4974 Oldham St,
Sarasota, FL 34238
24 Not Specified Not Specified Not Specified
Dwight Pendola
CFP®
HORIZON WEALTH ADVISORS
9040 Town Center Parkway,
Lakewood Ranch, FL 34202
11 Not Specified Not Specified Fee-Based
Jason Kohut
SIGNET FINANCIAL MANAGEMENT, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL 34103
20 Not Specified $500,000.00 Fee-Only

Information on Qualified Financial Advisors in Punta Gorda

Qualifications CRD# 2174120
FirmCRD# 29737

Compensation/Fee Fee-Only


Office Location 252 West Marion Avenue,
Suite 200,
Punta Gorda,
FL
33950
Phone Number 941-391-8000

Michael has a Bachelors Degree from Babson College and an MBA from the University of Florida. He spent 18 years at Merrill Lynch as a Senior Vice President before leaving to found Landsberg Bennett in 2012. Michael has been named 7 times to Barron's Top 1200 Advisors State by State National Rankings and 3 times to Forbes Magazine Top Wealth Advisor rankings. He is a CERTIFIED FINANCIAL PLANNER, a Certified Investment Management Analyst, and an Accredited Investment Fiduciary. Michael is also very active in his community and is the current Board Chairman of the Punta Gorda Symphony and the past Board President of the Charlotte Preparatory School. He is married and has 3 children.

About Landsberg Bennett Private Wealth Management

We are the premier, independent fee-only, full fiduciary firm in Southwest Florida. Our firm is planning-based and has 5 CERTIFIED FINANCIAL PLANNER PROFESSIONALS to service our client's needs. Our investment committee has three members with MBAs, one CFA® & one CIMA®. Who will you trust to guide you in your wealth management decisions? Will they always put your interests first? At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider. Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement. No matter what your situation is, we can help you decide how to put your wealth to work for you and the generations to come.

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


Qualifications CRD# 3035112
FirmCRD# 152964
Series 63

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


Office Location 1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi,
FL
33914
Phone Number 248-641-4444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.

Advisory Services Provided:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2825858
FirmCRD# 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# 2973609
FirmCRD# 283781
Series 65

Compensation/Fee Flat Fee


Office Location 4974 Oldham St,
Sarasota,
FL
34238
Phone Number 312-373-0772

About Plan Confidence Corp

We know you want to confidently manage your investment plans.


In order to do that you need to know which investment options you should use. 


The problem is, that it has been hard to get ongoing, professional advice; at a "reasonable" price!

We believe this causes inaction, missed opportunities and unnecessary mistakes.


We understand this frustration, which is why we offer multiple services depending on your needs.



Qualifications CRD# 5419103
FirmCRD# 148338
Series 66

Compensation/Fee Fee-Based


Office Location 9040 Town Center Parkway,
Lakewood Ranch,
FL
34202
Phone Number 910-352-0751

Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida. A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors. Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.

About Horizon Wealth Advisors

Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide. As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence. Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement. It is our fiduciary duty to provide suitable investment advice and always act in your best interest.


Qualifications CRD# 4007586
FirmCRD# 105310
Series 7, 66

Compensation/Fee Fee-Only


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL
34103
Phone Number 239-302-1715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning


List of Additional Advisors in Punta Gorda, Florida*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Oscar Tapia
Inquire with Oscar
223 Taylor St, Ste 1126, Punta Gorda, FL  33950 941-637-9700
Edward M Dancek
Inquire with Edward
209 Tabor St, Punta Gorda, FL  33950 941-639-4455
Morgan Stanley Financial Advisors
Inquire with Morgan
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-505-2275
Eric Charles Loche
Inquire with Eric
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-833-2022
Thomas Cappiello
Inquire with Thomas
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-833-2013
Charles L Palmer IV
Inquire with Charles
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-833-2020
Ryan Rupert
Inquire with Ryan
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-833-2004
John Milone
Inquire with John
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-833-2001
Ballast Advisors
Inquire with Ballast
223 Taylor Street, Suite 1214, Punta Gorda, FL  33950 941-621-4015
Brad Carlton
Inquire with Brad
117 Herald Court, Suite 113, Punta Gorda, FL  33950 941-833-2017
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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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