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Find Top Financial Advisors in Mount Dora, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Mount Dora, Florida
Last Updated - 31-Jul-2022

Mount Dora has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3 non-vetted advisors in your local area. These financial advisors in Mount Dora, Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in Mount Dora, 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 Mount Dora, Florida.

Qualified Financial Advisors in Mount Dora, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Eric Lasso
CFP®
EDELMAN FINANCIAL ENGINES, LLC
1900 Summit Tower Boulevard,
Suite 630,
Orlando, FL 32810
12 Not Specified Not Specified 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
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
Anthony DeLuca
DELTA CAPITAL MANAGEMENT, LLC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based
Edward McDonough
CFP®
MCDONOUGH CAPITAL MANAGEMENT
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Not Specified Not Specified Not Specified
Michael Franklin
FRANKLIN LEGACY FINANCIAL
485 Silver Springs Drive,
Oviedo, FL 32765
14 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Mount Dora

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# 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# 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# 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 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# 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 CRD# 4042552
Firm CRD# 170941

Compensation/Fee Based on Assets, Flat Fee


Office Location 485 Silver Springs Drive,
Oviedo,
FL
32765
Phone Number 407-971-2002

About Franklin Legacy Financial

No matter your situation, I believe one should first lay a financial foundation which includes establishing a cash reserve in the event of an emergency and have adequate protection in the event of a critical illness, injury, or premature death. Once your adequately covered in those areas we can begin to look at investments with the goal of keeping pace or outpacing inflation based on your tolerance for risk. Also, I believe it is imperative to have an income strategy in place to replace your income when you are no longer working or collecting a paycheck. Having a financial plan can help make a difference.

Advisory Services Provided:

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


List of Additional Advisors in Mount Dora, Florida*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Jeff Ackler CFP with Merit Financial Advisors
Inquire with Jeff
4400 N. Hwy 19A, Suite 4A, Mount Dora, FL  32757 407-797-3100
Allstate Personal Financial Representative: Michael Melvin
Inquire with Allstate
4280 N Highway 19A, Ste 9, Mount Dora, FL  32757 352-533-2629
Edward Jones
Inquire with Edward
1934 N Donnelly St, Ste A, Mount Dora, FL  32757 352-735-0366
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