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Find Best Financial Advisors in Florida

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A densely populated state like Florida has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Florida and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Florida
Last Updated - 11-Aug-2022

Florida has 29 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3700 non-vetted advisors in your local area. These financial advisors in Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in 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 Florida.

List of Qualified Financial Advisors in Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Gentile
CFP®, ChFC®, AIF®, Chartered Leadership Fellow (CLF), CLTC®, CDFA®, CLU®
NOVEM GROUP
601 Heritage Drive,
Suite 225,
Jupiter, FL 33458
38 Not Specified Not Specified Fee-Based
Armand Atkinson
CFP®, ChFC®, CIMA®, AIF®, CDFA®, CLU®
ADVANCED WEALTH PLANNING GROUP
5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609
15 Not Specified Not Specified Fee-Based
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based
George Jackson
CFP®, CMT®, ChFC®, CPA, CFA®, CLU®
JACKSON WEALTH MANAGEMENT
755 Primera Blvd, Suite,
Lake Mary, FL 32746
32 816,133,696.63 $500K+ Fee-Based
H. Lee Little
CFP®
JAX WEALTH ADVISORS
3840 Belfort Road,
Suite 103,
Jacksonville, FL 32216
24 Not Specified $250K Fee-Based
Joseph J Mastroianni
CRPC®
365 WEALTH PARTNERS
304 W Venice Ave., Ste 205,
Venice, FL 34285
20 50MM 500K Fee-Based
Michael Lehman
CFP®
FOCUS WEALTH STRATEGIES
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Not Specified $50,000 Fee-Based
Rey Descalso
AIF®, AAMS®
PRIVADA WEALTH MANAGEMENT
549 North Wymore Road,
Maitland, FL 32751
15 $65000000 Not Specified Fee-Based
Richard Reyes
CFP®
WEALTH AND BUSINESS PLANNING GROUP, LLC
125 S. Swoope Ave,
Suite 109,
Maitland, FL 32751
21 Not Specified 100000 Fee-Based
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only
Anthony DeLuca
DELTA CAPITAL MANAGEMENT, LLC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based
Clay Anderson
CFA®
ASCENDANCE WEALTH
1414 N 10th Ave,
Pensacola, FL 32503
21 $50000000 $100,000 Fee-Only
David H. Morgan
CEP®, MSFS, MSFS, CEA, CFF, RMA, CFF
R.E.A.P., LLC
4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256
28 Same $25,000 Fee-Based
Dwight Pendola
CFP®
HORIZON WEALTH ADVISORS
9040 Town Center Parkway,
Lakewood Ranch, FL 34202
11 Not Specified Not Specified Fee-Based
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134
21 Not Specified Not Specified Fee-Based
John Salomon
CFP®, CPA
J2 CAPITAL MANAGEMENT, INC.
1222 SE 47th St,
Office Suite C-1,
Cape Coral, FL 33914
23 $140,000,000 Not Specified Fee-Based
Robert W Scullen
CFP®
BROOKSTONE CAPITAL MANAGEMENT LLC
2760 Semoran Circle,
Pensacola, FL 32503
35 Not Specified Not Specified Fee-Based
Charles Helme
BH ASSET MANAGEMENT, LLC
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 $80000000 $500000 Fee-Only
David Balestriere
CFP®
EDELMAN FINANCIAL ENGINES, LLC
7900 Glades Road Suite 310,
Boca Raton, FL 33434
15 Not Specified Not Specified Fee-Based
Eric Lasso
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1900 Summit Tower Boulevard,
Suite 630,
Orlando, FL 32810
12 Not Specified Not Specified Fee-Based
Glynis Banhan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
9 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
Jonathan Briggs
CFP®
BRIA CAPITAL GROUP, LLC
2909 W Bay to bay Blvd,
Suite 402,
Tampa, FL 33629
12 $52,000,000 Not Specified Fee-Based
Kevin Kroskey
CFP®, MBA
TRUE WEALTH DESIGN, LLC
1415 Panther Ln,
Suite #366,
Naples, FL 34109
15 Not Specified $250,000 Not Specified
Ali Zafar
MORGAN STANLEY
4855 Technology Way, Suite 600,
Boca Raton, FL 33431
7 Not Specified $250,000 Fee-Based
David Appleby
RFC®, EA, QFP®, CTS, CASL®, CLU®
ASSURITY FINANCIAL GROUP
Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton, FL 34208
22 Not Specified $50K and up Fee-Based
King Tide Advisors
CFP®, CTFA, ATFA
KING TIDE ADVISORS
3441 SW Rivers End Way,
Palm City, FL 34990
10 Not Specified 500,000 Fee-Only
McDonough Capital Management
CFP®
MCDONOUGH CAPITAL MANAGEMENT
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Not Specified Not Specified Not Specified
Severin Investments, LLC
MBA
SEVERIN INVESTMENTS, LLC
28100 US 19 North,
Suite 311,
Clearwater, FL 33761
27 100,000,000 $500,000.00 Fee-Based

Information on Qualified Financial Advisors in Florida

Qualifications CRD# 1199626
Series 7, 24, 53, 63, 65

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


Office Location 601 Heritage Drive,
Suite 225,
Jupiter,
FL
33458
Phone Number 561-623-5492

Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. To better serve his Florida clients, Andy joined Novem Group in Jupiter Florida in June 2019.
Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College, the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts, the Accredited Investment Fiduciary (AIF) from Fi360 along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.
Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA).
He is an active member of Christ Fellowship church in Palm Beach Gardens Fl and enjoys golf in his free time.

About Novem Group

At Novem Group, we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Novem Group, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.

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


Qualifications CRD# 5167229
Firm CRD# 112097
Series 7, 66

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


Office Location 5401 W Kennedy Blvd,
Suite# 460,
Tampa,
FL
33609
Phone Number 813-770-9864

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

About Advanced Wealth Planning Group

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 childrens 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.

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


Qualifications CRD# 4307228
Firm CRD# 144600
Series 65

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


Office Location 750 SE Indian Street,
Stuart,
FL
34997
Phone Number 772-334-9592

Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 1688317
Firm CRD# 147642
Series 6, 7, 22, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 755 Primera Blvd, Suite,
Lake Mary,
FL
32746
Phone Number 321-249-6670

Will you retire well? You know, the kind of retirement we all dream of. Having enough money so you can spend every day like a vacation & feeling like you finally have time to sit back and enjoy life again. Many high-level professionals have work, travel, and family responsibilities that crowd out proper management of finances. This makes planning for retirement nearly impossible. Its on your mind, but you keep pushing it off because youre content with your current financial situation. Sure youre getting, by but are you thriving? We offer a complimentary consultation that will help you look at your finances holistically and make sure you are getting the most out of your investments, have a solid plan for retirement, and have a legacy planned for your loved ones. I have retired with my clients hundreds of times and I would be happy to guide you to a successful retirement.

About Jackson Wealth Management

Jackson Wealth Management is a full-service wealth management firm providing financial planning and investment services to successful individuals and households. In the nearly three decades since George P. Jackson founded our firm and its predecessor, we have aimed to help family after family grow and protect their wealth and achieve their goals.

As a fiduciary, client-centered firm, our mission is to help you achieve financial confidence and fulfillment as uniquely defined by you. Trust and integrity are integral to Jackson Wealth Management: All of our investment advisors, including our founder, have pristine regulatory compliance records, with zero disclosures for customer complaints.

We empower clients through education delivered in plain English. As legal fiduciaries, we harness our experience, knowledge and dedication to provide advice and solutions in your best interest—not ours. Other advisors may be held to a less-stringent standard of client care for certain kinds of investment accounts.

George Jackson continues to lead our firm as CEO and Chief Investment Officer. His professional credentials, including CPA, CFA, CFP, CMT, CLU and ChFC, are a testament to the level of care we feel our clients deserve. He has been recognized as a premiere financial advisor by Forbes and other publications. It is our privilege to earn the trust of our clients and to make a meaningful impact in their lives.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2798163
Firm CRD# 6413
Series 7, 24, 31, 63

Compensation/Fee Fee-Based


Office Location 3840 Belfort Road,
Suite 103,
Jacksonville,
FL
32216
Phone Number 904-296-7526

Lee started his independent financial services firm in 1996, intent upon providing personal, process driven guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. As independent advisors,Lee says,we create objective, customized planning strategies to help manage, preserve, and transfer our client's wealth. We are committed to helping individuals and families pursue their goals through what is most important to them: their personal values. Lee's credentials encompass a bachelor's degree in Business Administration, an MBA, and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He served as President of the North Florida Chapter of the Financial Planning Association and as an adjunct professor. His education, and over 2 decades of experience, have made him a multi-faceted professional capable of evaluating virtually all areas of a client's financial life, designing strategies to address the needs of each aspect, and weaving the strategies into an integrated plan so all pieces work together efficiently.

About Jax Wealth Advisors

Our Financial Advisors create objective, customized strategies to help manage, preserve, and transfer our client's wealth. We have developed a rigorous integrated process which incorporates three key pillars: Fundamental Risk Process, Proactive Investment Strategies, and Customized Financial Planning. Our structured system starts with your personal Risk Number® which we use to establish a Risk Managed portfolio that responds to the changing markets. This portfolio is then integrated into a Financial Plan that aims to increase the probability that you will never run out of money, especially in retirement. Our comprehensive financial planning will help organize your assets, insurance, liabilities, and estate documents to help you simplify, consolidate and integrate every aspect of your financial future, so you can devote your time to what's most important to you - your family and lifestyle. As CERTIFIED FINANCIAL PLANNER™ practitioners, we've long held ourselves to the fiduciary standard. We welcome the cornerstone of the new CFP Board's Code of Ethics, effective October 1, 2019, as "a CFP® professional's duty to act as a fiduciary, in the best interest of the client, at all times when providing financial advice to a client" to reflect the commitment to which all CFP® professionals are required, to comply to the high standards of competency and ethics. We are an independent, fee only financial services firm, that has an alliance with LPL Financial, the nation's largest Independent Broker/Dealer (as reported in Financial Planning magazine June 1996-2019, based on total revenues). Our practice is currently limited to 120 families.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications CRD# 4937142
Firm CRD# 6413
Series 6, 7, 63, 66

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


Office Location 304 W Venice Ave., Ste 205,
Venice,
FL
34285
Phone Number 941-786-3319

Success means something different to everyone. We help clients identify what financial success means to them and then help to provide them with the blueprint and oversight to build toward their specific goals. We design each plan to properly leverage resources with a goal of creating maximum positive impact on their lives and the lives of those important to them. We engage with our clients by delivering a wide range of options including full service financial planning, tax reduction strategies, integration of business interests, real estate holdings, and investment strategies. We also offer Fiduciary Portfolio Management on a case-by-case basis as needed. Before entering the financial services industry, I graduated Hodges University, College of Business Cum Laude with a degree in Financial Management.

About 365 Wealth Partners

365 Wealth Partners is a comprehensive wealth management firm bringing elite planning and investment strategies to our clients everyday. We believe that success is indeed realistic and achievable for anyone who is willing to commit to it. Commitment includes an honest and respectful exchange of ideas, making thoughtful and conscious decisions, and having the courage to embrace change as it becomes necessary. We broke away from the big banks to start our own firm with an obsessive focus on improving client outcomes using active risk management, enriching client knowledge, and understanding client expectations. We also believe in clients understanding the role their 'advisor' has in their financial lives. Our goal is to bring truth to light with regards to your financial relationships. We believe in thinking 'outside the box' and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. This includes our distinctive approach called 'mathmotional investing' where we help clients make small mathematical decisions that alleviate some of the anxiety associated with the uncertainty of the market. All of our energy, commitment, and efforts are focused on you 'the client' and your satisfaction.

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


Qualifications CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66

Compensation/Fee Fee-Based


Office Location 3419 Brook Crossing Drive,
Brandon,
FL
33511
Phone Number 813-305-0411

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

About Focus Wealth Strategies

At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4906080
Firm CRD# 124583
Series 7, 66

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


Office Location 549 North Wymore Road,
Maitland,
FL
32751
Phone Number 321-280-9081

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities. Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 3084281
Firm CRD# 146151
Series 6, 63, 65

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


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL
32751
Phone Number 407-622-6669

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.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 2825858
Firm CRD# 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# 7208553
Firm CRD# 128350
Series 7, 24, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 698 N Maitland Avenue Suite 201,
Maitland,
FL
32751
Phone Number 407-422-2423

Anthony DeLuca is a Senior Financial Advisor and Client Relationship Manager for Delta Capital Management, LLC, a Registered Investment Advisor located in Maitland, FL. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24. He is now furthering his studies as he pursues the CFP Designation. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. He currently manages client assets totally over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

About Delta Capital Management, LLC.

The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there. The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting. Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5268282
Firm CRD# 142583

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


Office Location 1414 N 10th Ave,
Pensacola,
FL
32503
Phone Number 303-264-4797

ABILITY / TRANSPARENCY / INTEGRITY Clay Anderson leads all investment activities for the firm and has overseen over $800M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter. Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation. He splits his time between Colorado and Florida with his wife, Lauren (a Pensacola native), and three children.

About Ascendance Wealth

We exist to pursue maximum financial returns for all our clients through efficient use of risk suitable for each.

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


Qualifications CRD# 1162104
Firm CRD# 146512
Series 65

Compensation/Fee Fee-Based


Office Location 4651 Salisbury Road,
Suite 400,
Jacksonville,
FL
32256
Phone Number 386-793-8981

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.


Qualifications CRD# 5419103
Firm CRD# 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# 4271692
Firm CRD# 143440
Series 63, 65

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


Office Location 2600 Douglas Rd.,
STE 1104,
Coral Gables,
FL
33134
Phone Number 305-482-3002

Jimmy began his career in the financial services industry 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their dog Pepper. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.

About Anthem Advisors

We're Your Partner for Long-Term Wealth. Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?


Qualifications CRD# 3035112
Firm CRD# 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
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# 807388
Firm CRD# 141413
Series 65

Compensation/Fee Fee-Based


Office Location 2760 Semoran Circle,
Pensacola,
FL
32503
Phone Number 850-262-9360

Robert W. Scullen, CFP®.
Bob is a highly experienced financial planner and investment advisor representative of Brookstone Capital Management. Upon graduating from the United States Air Force Academy, Bob proudly served as a pilot in the United States Air Force. After leaving active duty, he began his career in financial services. Bob has helped many families and individuals develop plans to achieve their financial needs and goals. As a CFP®, he is held to a fiduciary standard which requires him to put his clients interests ahead of his own. His experience includes retirement and income planning and implementing investment strategies consistent with the needs, abilities and risk tolerance of each client. Bob has extensive experience in charitable giving strategies and estate planning and has represented a national charity advising donors and clients to maximize their financial and philanthropic needs and goals.

About Brookstone Capital Management LLC

At Scullen Wealth Management, we take our role of fiduciary very seriously and act in the best interests of our clients. We are proud to represent Brookstone Capital Management. We believe that being affiliated with Brookstone enables us to offer the expertise and customized opportunities to help our clients build long term, risk managed portfolios tailored to meet their unique financial goals. Brookstone Capital Management was founded in 2006, has more than 50,000 clients and more than $8 Billion in assets under management. Brookstone Capital Management takes an objective approach to every strategy and investment recommended. Brookstone offers a diverse universe of investments to align with the individual situations of each investor. Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client's risk tolerance and focuses on strategies that manage risk and attempt to avoid significant drawdowns. Our goal is to have long-term investments experience the power of compounding returns. Our Mission We strive to conduct our business according to the highest standards of Honesty, Integrity, and Fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Insurance Products & Annuities


Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only


Office Location 1221 Brickell Avenue, 9th Floor,
Miami,
FL
33130
Phone Number 786-475-1280

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business.

About BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.


Qualifications CRD# 4790356
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 7900 Glades Road Suite 310,
Boca Raton,
FL
33434
Phone Number 561-288-4011

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 3201387
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1900 Summit Tower Boulevard,
Suite 630,
Orlando,
FL
32810
Phone Number 321-207-9017

With more than 20 years of industry experience, I'm a financial planner who's focused on helping my clients discover the right financial path for their unique situation so they can enjoy the future they've worked so hard for. When not at work, I'm with my wife and two boys, usually camping and cooking delicious meals. I'm a fluent Spanish speaker and actually ran with the bulls in Pamplona, Spain.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5447139
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL
33180
Phone Number 786-288-3439

Having worked in financial services for almost a decade, I have witnessed the positive impact that financial planning can have on achieving one's goals. As a child of an immigrant mother, I know the importance of not just learning about personal finance but teaching it as well. So, I've made it my personal goal to help educate as many clients as I can through their financial journeys.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4007586
Firm CRD# 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 children's or grandchildren's 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


Qualifications CRD# 5809575
Firm CRD# 175258
Series 65

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


Office Location 2909 W Bay to bay Blvd,
Suite 402,
Tampa,
FL
33629
Phone Number 813-448-1122

Jon spent the first 10 years of his career as an Advisor and later ran a territory for Pruco Securities in Rochester NY. He moved down to take over an existing practice from a long time and well respected Tampa native. We have clients that have been with the Firm for 30 years and I'm honored to continue on the Firm. Our goal isn't to be a larger firm, instead we want to maintain a high level of one on one support! Jon lives with his Wife Jaimie and 3 daughters in Wesley Chapel.

About BRIA Capital Group, LLC

We are a Fee Based Firm, we focus on financial planning and wealth management. We do maintain our license to help with Insurance products as necessary. We have always focused on maintaining a small number of clients that we can service and support really well.

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


Qualifications CRD# 5288710
Firm CRD# 143194
Series 65


Office Location 1415 Panther Ln,
Suite #366,
Naples,
FL
34109
Phone Number 239-778-0707

Bio for Kevin Kroskey, CFP, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services


Qualifications CRD# 6486729
Firm CRD# 149777
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 4855 Technology Way, Suite 600,
Boca Raton,
FL
33431
Phone Number 561-393-1829

Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal. Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling. I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.

About Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 3259135
Firm CRD# 143451
Series 65

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


Office Location Assurity Plaza,
2429 Manatee Avenue East, Unit 1,
Bradenton,
FL
34208
Phone Number 941-739-5006

About Assurity Financial Group

Assurity Financial Group is a transparent fee-based fiduciary with a moderate risk growth investment strategy for those like you in or approaching retirement. As an Independent Registered Investment Advisors (RIAs) your unique, often complex, financial needs are served with customized solutions since we are not tied to any particular family of funds or investment products; this fact allows for greater choices in achieving your retirement lifestyle goals. Financial credentials matter when selecting a partner for your retirement strategy, so allow us to educate you about the ones we have earned in the effort to serve you as best possible. Many clients find us initially due to our expert tax credentials as IRS Enrolled Agents which is a clear advantage when considering the longevity of your retirement nest egg. We prevent the number one drain on your assets, income taxes during retirement. With an A+ rating from the Better Business Bureau and a pristine record since our establishment in 2002, we sincerely hope to earn your trust through a free exchange of ideas and create the peace of mind so your only worry is what to do with your time while retired; the numerous client reviews and testimonials from people like you illustrate this significant benefit of choosing Assurity Financial Group.


Qualifications CRD# 6643594
Firm CRD# 318185

Compensation/Fee Fee-Only, Based on Assets


Office Location 3441 SW Rivers End Way,
Palm City,
FL
34990
Phone Number 772-233-2052

About King Tide Advisors

We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

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, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 1701165

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


Office Location 6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
Phone Number 407-248-9647

About McDonough Capital Management

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.

Advisory Services Provided:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 166567
Series 65, 66

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


Office Location 28100 US 19 North,
Suite 311,
Clearwater,
FL
33761
Phone Number 727-204-5911

About Severin Investments, LLC

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!

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


Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Newport Group Securities, Inc.
300 Primera Blvd. , Suite 200,
Lake Mary, FL 32746
$29,226,717,684 78 A percentage of AUM
Fixed fees
Timucuan Asset Management Inc
200 West Forsyth Street , Suite 1600,
Jacksonville, FL 32202
$3,206,768,449 585 A percentage of AUM
Fixed fees
Performance Based
Sawgrass Asset Management Llc
5000 Sawgrass Village Circle , Suite 32,
Ponte Vedra Beach, FL 32082
$2,923,735,944 275 A percentage of AUM
Fixed fees
Performance Based
Charles D. Hyman & Company
224 Ponte Vedra Park Drive , Suite 200,
Ponte Vedra Beach, FL 32082
$2,110,686,209 956 A percentage of AUM
Fixed fees
Wexford Capital Lp
777 South Flagler Drive , Suite 602 East,
West Palm Beach, FL 33401-6122
$2,033,758,066 29 A percentage of AUM
Hourly charges
Performance Based
Timothy Partners, Ltd.
1055 Maitland Center Commons,
Maitland, FL 32751
$2,031,012,165 1 A percentage of AUM
Hourly charges
Transamerica Financial Advisors, Inc.
570 Carillon Parkway,
St Petersburg, FL 33716-1202
$1,758,666,155 50030 A percentage of AUM
Commision Based
Professional Advisory Services Inc
2770 Indian River Blvd , Suite 204,
Vero Beach, FL 32960
$1,197,042,297 1087 A percentage of AUM
Suncoast Equity Management, Llc
5550 W Executive Dr , Suite 320,
Tampa, FL 33609
$1,091,588,569 1272 A percentage of AUM
Rogan & Associates
200 9th Avenue North , Suite 100,
Safety Harbor, FL 34695
$513,816,461 2208 A percentage of AUM
Commision Based
Other (% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT)
Douglas Capital Management Inc
13500 Sutton Park Drive S , Suite 803,
Jacksonville, FL 32224
$273,864,458 44 A percentage of AUM
Amuni Financial, Inc.
720 Second Ave S,
St Petersburg, FL 33701
$137,753,659 215 A percentage of AUM
James I. Black & Company
311 South Florida Avenue,
Lakeland, FL 33801
$123,770,284 166 A percentage of AUM
Fixed fees
Other (NEGOTIABLE)
Rlc Business Services, Inc.
4851 Tamiami Trail North , Suite 200,
Naples, FL 34103-3098
$96,172,563 25 A percentage of AUM
Cnl Fund Advisors Company
450 South Orange Avenue , Suite 1400,
Orlando, FL 32801
$0 0 Other (NONE AT THIS TIME)

    List of Additional Advisors in Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alexander E Fernandez
    Inquire with Alexander
    220 Alhambra Circle, 10th Floor, Coral Gables, FL  33134 305-476-3330
    Amanda Sharp
    Inquire with Amanda
    2831 Ringling Blvd, Ste F-219, Sarasota, FL  34237 941-365-1010
    Blake Robson
    Inquire with Blake
    10917 Dylan Loren Cir, Ste A, Orlando, FL  32825 407-249-4006
    Brandon M Flynn
    Inquire with Brandon
    6817 Southpoint Pkwy, Ste 1001, Jacksonville, FL  32216 904-475-2980
    Andres Fallon
    Inquire with Andres
    1200 S Pine Island Rd, Ste 800, Plantation, FL  33324 954-476-4008
    Alan Edwards
    Inquire with Alan
    12653 Telecom Drive, Tampa, FL  33637 813-663-2022
    Aldo C. Busot
    Inquire with Aldo
    220 Alhambra Circle, 10th Floor, Coral Gables, FL  33134 305-569-7021
    Allison Butler
    Inquire with Allison
    150 2nd Avenue N, Suite 1400, St. Petersburg, FL  33701 727-344-6709
    Albert Lupcho
    Inquire with Albert
    50 A1A North, Ste 112, Ponte Vedra Beach, FL  32082 904-273-7569
    Aegis Consulting
    Inquire with Aegis
    One Independent Drive, Suite 2901, Jacksonville, FL  32202 904-380-4015
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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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      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?