wiseradvisor

Financial Advisor in Venice, Florida

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

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 Venice, Florida
Financial Advisor Office Location Phone Number
Brian Glickman
Brian E Glickman CPA, RFC, PFS
2975 Bee Ridge Rd Suite C Room 4,
Sarasota, FL  34239
(941) 922-3772
Don Williams
Edelman Financial Engines, LLC
6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
(941) 360-2727
Evan R. Guido
The Evan Guido Group I Wealth
8225 Natures Way #119,
Lakewood Ranch, FL  34202
(941) 500-5122
Dwight Pendola CFP®
Horizon Wealth Advisors
9040 Town Center Parkway,
Lakewood Ranch, FL  34202
(910) 352-0751
Barry Cantrell II
Edelman Financial Engines, LLC
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
10150 Highland Manor Drive, Suite 200,
Tampa, FL  33610
(813) 661-1717

Information on Qualified Financial Advisors in Venice

Qualifications CRD# 2757895
FirmCRD# 17839
Series 6, 7, 24, 26, 63

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


Office Location 2975 Bee Ridge Rd Suite C Room 4,
Sarasota,
FL 
34239
Phone Number (941) 9223772

My belief is that every client has their own financial goals and prospective on how to reach them. I take great care to understand my clients so that I can provide them with financial solutions that will address their unique needs.

About Brian E Glickman CPA, RFC, PFS

The focus of my practice is working with small business owners and individuals to plan for their retirement using the most tax efficient methods to meet their current and future goals. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Tax planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with the Investment Center Inc or IC Advisory Services, Inc. What is your approach to financial planning? Holistic approach through the integration of tax and investment planning to help maximize benefits of investing to potentially reduce tax liabilities.



Qualifications CRD# 1950478
FirmCRD# 104510
Series 7, 8, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 6151 Lake Osprey Drive Suite 313,
Sarasota,
FL 
34240
Phone Number (941) 3602727

Joined Financial Engines in 2005. Began his career in the financial services industry in 1989. Successfully completed the Series 7, 8, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund Counselor? (CMFC®) and Chartered Retirement Planning Counselor (CRPC®) certification(s). Member of Brandon Chamber of Commerce. Married to Kristin. They have two children: Grant and Grace.

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# 4418691
FirmCRD# 39-1236032
Series 7, 63, 65

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


Office Location 8225 Natures Way #119,
Lakewood Ranch,
FL 
34202
Phone Number (941) 5005122

Who we serve, what we do for you and how we do it. Who We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work. Our services help many people with a focus on the needs of retirees or (those about to retire). What We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level. How We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events. Find out more at: evanguidogroup. com List of Services Client Experience Sample Client Reports

About The Evan Guido Group I Wealth

Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group. As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals. Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology. We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience. Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.



Qualifications CRD# 5419103
FirmCRD# 148338
Series 66

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


Office Location 9040 Town Center Parkway,
Lakewood Ranch,
FL 
34202
Phone Number (910) 3520751

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# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,
FL 
33607
Phone Number (813) 6611717

Office Location 10150 Highland Manor Drive, Suite 200,
Tampa,FL  33610

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

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.



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