Find Top Financial Advisors in Zephyrhills, Florida

Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father's broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry.

Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

For over two decades, Jorge has had the privilege of helping business owners, executives, and physicians turn their ambitions into achievable financial goals. His career began in 2002 at the largest financial planning company in the world. After nine years of managing hundreds of client relationships and mentoring dozens of advisors, Jorge realized his true passion was working one-on-one with clients to make a real difference in their lives.

In 2010, Jorge took a leap of faith and founded Success Wealth Management, a boutique Wealth Management and Financial Planning Services firm in Tampa, FL, to offer a highly personalized financial planning service to a select number of clients. As a Certified Financial Planner^™ (CFP^®), he is proud to have grown his practice primarily through referrals and by serving as a trusted Dave Ramsey SmartVestor Pro across three markets since 2017.

Outside of work, Jorge is a proud nerd with a Bachelor of Science degree in Financial Planning, graduating summa cum laude. At 16, he became Venezuela's National Chess Champion and ranked 36th in the world at the World Youth Chess Championship in Bratislava, Slovakia. However, Jorge considers his greatest accomplishment to be his family: his wife, Amanda, and their three daughters, who inspire him every day to be the best person he can be.

Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation.

When you work with us, you will find the resources of a large corporation with the personal client attention of a boutique firm. Because good old-fashioned customer service never goes out of style, we cater to your needs, schedules, and unique circumstances.

Whether you live near our office in Tampa, in busy New York City, anywhere in beautiful California, or even as far as Alaska, your financial planner will work with you one-on-one and deliver exceptional service in-person or via virtual meetings.

At Success Wealth Management we get to know you: we ask questions and take the time to listen. We strive to be your most trusted financial professional, and if we are lucky, develop friendships that last a lifetime!

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.

Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Certified Investment Management Analyst (CIMA^®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.

He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful.

Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling.

Armand is a member of the following Professional Associations & Organizations:

* College for Financial Planning Alumni Association
* Eckerd College Alumni Association
* Financial Planning Association of Tampa Bay
* Investment Management Consultants Association

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets.

Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!

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.

Brandon Halversen brings a disciplined, client-first approach to financial planning that was shaped by years of military service and a genuine commitment to the people he works with. As a fiduciary, Brandon focuses on strategy, preparation and follow-through for successful outcomes that are always in the client's best interest. With nearly a decade of experience in the financial services industry, Brandon specializes in helping business owners, young professionals, pre-retirees, and high-net-worth individuals build a financial life that's both intentional and resilient. His work centers on four core pillars: holistic financial planning, tax-efficient investing, investment management, and retirement income planning that are all delivered through LPL Financials independent platform. This allows him to serve clients across the country without the conflict that can come with proprietary product pressure. What sets Brandon apart is his ability to translate complexity into clarity. Whether he's helping a business owner think through an exit strategy, guiding a young professional toward financial independence, or building a retirement income plan designed to last, he takes the time to make sure every decision makes sense not just on paper, but in the context of your life. Outside of work, Brandon's hobbies include boating, beach-going, automobile racing and a deep love for nature and wildlife. Brandon is licensed as an Investment Adviser Representative and holds his Series 65 registration.

To help clients align their financial decisions with their deepest personal values. Instead of a one-size-fits-all strategy, they focus on "investing in what matters most," ensuring that every financial choice supports a more satisfying and joyful life.

Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP^® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.