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Best Financial Advisors in Gainesville, FL

Our Recommended Top 3

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Gainesville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.



3Top Picks

Learn about our selection process.


featured provider = Featured Provider

2727 Northwest 43rd Street, Gainesville, FL 32606 Rating

Review Sources

5.0 (3)

Why choose this provider?

North Florida Wealth Advisors has been serving the residents of Gainesville and the surrounding areas for more than 35 years. It offers goal discovery, investment portfolio management, and insurance analysis services. It also assists clients transitioning into retirement through services such as retirement planning, tax planning, estate planning, and Social Security strategies. Managing director Christopher Conner has been working in the financial services field for more than three decades. He has served as president of the North Central Florida Estate Planning Council.

  • Certified Financial Planner (CFP)

2700 Northwest 43rd Street, Gainesville, FL 32606 Rating

Review Sources

5.0 (2)

Why choose this provider?

Koss Olinger is a wealth management and financial advisory firm located in Gainesville that was established in 1969. It offers cash flow projection, education funding, retirement planning, and asset protection and allocation services. It employs its trademarked processes, The Wealth Navigator System and The Wealth Manager, to perform financial planning, implementation, and investment management. One of its managing partners, Kirk Klein, has been in the financial services industry since 1992. He is a Certified Financial Planner and Chartered Financial Consultant.

  • Private Wealth Advisor
  • Retirement Planning

6208 Northwest 43rd Street, Gainesville, FL 32653 Rating

Review Sources

5.0 (41)
5.0 (2)

Why choose this provider?

Established in 2009, Chacon Diaz & Di Virgilio Wealth Management is an independent financial company based in Gainesville. Co-founder Lisa Chacon leads a team of Certified Financial Planners and a Certified Investment Management Analyst offering financial planning services. These services include estate planning, investment planning, and life insurance analysis. The firm also handles pro bono work on a broad range of wealth management concerns. Chacon Diaz & Di Virgilio Wealth Management is acknowledged by Gator 100 as one of the 100 fastest-growing Gator businesses.

  • Certified Financial Planner (CFP)
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
North Florida Wealth Advisors
2727 Northwest 43rd Street, Gainesville, FL 32606
Koss Olinger
2700 Northwest 43rd Street, Gainesville, FL 32606
Chacon Diaz & Di Virgilio Wealth Management
6208 Northwest 43rd Street, Gainesville, FL 32653


  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • When can you withdraw from an Individual Retirement Account in Gainesville?

    You can withdraw from an Individual Retirement Account in Gainesville anytime. However, if you take a distribution before the age of 59 ½, there will be a 10% additional tax that is also assessed. You can avoid the federal tax if the reason for your withdrawal is due to disability or specially-qualified expenses.

  • Do you have account options if you want to save for your retirement in Gainesville?

    Yes. You have account options if you want to save for your retirement in Gainesville. You can either choose between the traditional IRA and the Roth IRA. In a traditional IRA, your contributions can be tax-deductible and your assets can grow tax-deferred. However, your assets may be subjected to income tax when distributed. With Roth IRA, your contributions are not tax-deductible. Distributions are free from state or federal taxes.

  • Who is eligible for an owner-only 401(k) plan in Gainesville?

    An owner-only 401(k) plan is only available for business owners who do not have employees other than their spouses. If you have a one-person business in Gainesville, you can still save for retirement like a large company through this plan. You can contribute elective deferrals up to 100% of your compensation or a maximum of $20,500. You may contribute all your salary deferral amount as an after-tax Roth contribution.

  • Why is it important to work with an asset manager in Gainesville?

    Working with an asset manager in Gainesville can help you organize your finances and properties that can sustain your everyday living when you retire. An asset manager will help you build a portfolio of individual investments, including bonds, stocks, mutual funds, and ETFs. He or she will also monitor and reviews management plans to make sure that it meet your goals or changing circumstances.

  • Who needs mutual funds in Gainesville?

    Investors at various income levels might need mutual funds in Gainesville. Mutual funds may help investors reduce their issues like when they should buy or sell individual securities. However, investors should evaluate their fund's risks, objectives, and expenses before investing in mutual funds because these are subjected to market volatility and risks.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.