Best Financial Advisors in Tampa, FL

Water Street Wealth Management is an independent financial advising company based in Tampa. Its professionals start with a discovery process to understand a client's goals and motivations. It is followed by a design process where clients are evaluated according to their financial health. With this, the firm also customizes plans according to a client's risk profile and capacity. Afterward, investment portfolios and plans are implemented and modified depending on market volatility and changes. Founder and CFP Jeffrey Schlotterbeck has over 15 years of industry experience.

Unique Wealth is an independently registered wealth and investment manager located in Tampa. It helps clients build comprehensive financial plans through coordination with their other advisors, including accountants, insurance agents, and estate attorneys. It specializes in wealth management, retirement income distribution, and insurance. Unique Wealth has partnerships with Dynasty Financial Partners, Pershing LLC, and eMoney Advisor. Company vice president John Mosher sits on the board of directors of Copperhead Charities, which raises and donates millions of dollars annually.

The Harwood Financial Group has been serving the Tampa community with financial advice for almost 15 years. The team of professionals offers investment risk analysis, tax review and analysis, estate planning, financial planning, and retirement strategies as well. The president is a former USAF pilot and officer, wrote the book Investing for Retirement, and has appeared on CNBC and ABC. The firm is also a member of Inc. 5000 and holds an A+ rating with the BBB.

SFG Wealth Advisors is a financial planning firm based in Tampa that offers various services, including investment management. This covers various plans such as 401(k), SEP, and 529. Moreover, its team provides tax mitigation and asset protection strategies, and the advisors also conduct investment holding reviews and cash flow analyses. SFG Wealth Advisors' president, B. Don Snyder, is founder Bruce Snyder's son, who joined the company in 2001. He is part of Kingdom Advisors, Financial Planning Association, and the National Christian Foundation's Board of Ambassadors.

Waller & Wax Advisors Inc. is a financial advisory firm based in Tampa. The firm helps the community achieve financial independence through various services like portfolio, risk and investment management; wealth management; and significant life event planning. With a proprietary wealth management process, the team of advisors curates personalized roadmaps that match clients' specific needs. Waller & Wax Advisors has over 30 years of experience. President and CEO Jon Wax is a Certified Financial Planner. He founded the company in 2003.

Opinicus is a Tampa-based financial advisor that serves entrepreneurs, in-demand professionals, affluent multi-generational families, and retirees. It provides strategic financial planning and investment management that capitalize on opportunities for wealth generation. Also available are tax and accounting services, risk management services, and business consulting. Opinicus was founded in 2006 as a portfolio management firm. It currently employs a team of industry-tenured fiduciaries that have served more than 100 affluent families across the country.

Westshore Financial Group is a locally operated financial planning firm that has been serving the Tampa metro since the mid-1940s. It provides a full range of insurance, investment, and financial services, including planning for retirement income, business growth, and business exits. The boutique firm also offers personal planning, the living balance sheet, and business planning processes that help organize and analyze clients' finances. Westshore Financial Group is an agency of The Guardian Life Insurance Company of America.

Cornerstone Wealth serves businesses, institutions, and residents of Tampa and the neighboring communities. It offers financial advisory services, including budget and cash flow analysis, account aggregation, IRA evaluation, RMD administration, and net worth establishment. Investment management services are also provided, including developing asset allocation strategies and conducting portfolio reviews. Managing director Ed Sutton has been in the industry since 1984. Cornerstone Wealth operates as a fiduciary, maintaining transparent client relationships by disclosing potential conflicts of interest.

Garrison Asset Management is a Tampa-based independent investment management company and registered investment adviser. It was started by Garrison Urette, a CFA charter holder with over three decades of experience in the industry. He specializes in fixed-income portfolios. The company abides by the CFA Institute fiduciary standards when providing financial planning options. In addition, the company assists individuals and small businesses with custom portfolios. Garrison Asset Management is a three-time recipient of the Best of Tampa Award in Financial Advisory.

Established in 1983 in Inverness, Modera Financial Planners is an independently-owned wealth management firm that has been assisting individuals and organizations in the community of Tampa and surrounding areas. The company offers a wide range of services, such as tax planning, educational funding, investment management, philanthropic planning, income tax strategy, and retirement and life transitions planning. Its team has a collective industry experience of more than 40 years. In addition, Inverness, FL Modera Financial Planners has over five locations throughout the East Coast.

Wealth Advisors of Tampa Bay is an independent registered investment advisory firm that serves the Tampa metro. The firm assists families, individuals, and businesses with financial and investment guidance. It offers customized services such as retirement planning, comprehensive wealth management, and estate planning and wealth transfer. The firm also guides clients through its insurance and trust services. The founder of Wealth Advisors of Tampa Bay, Robert Giles, has been active in the financial services industry for more than 35 years.

Sickle Hunter Financial Advisors is a Tampa-based firm that assists clients in several areas, including asset management. It utilizes exchange-traded funds to provide diversification in investment portfolios, and its team focuses on researching positions more than trading. Furthermore, the advisors address clients concerns' regarding retirement plans. Sickle Hunter Financial Advisors is headed by Travis Sickle, a CFP and CRPC who educates clients on financial topics such as taxes and retirement plans through his YouTube channel.

Omni Wealth Advisors, Inc., is a financial advisory firm that helps businesses and individuals in Tampa. It also assists families and individuals with wealth accumulation and preservation, estate planning, charitable transfers, and business succession planning services. For business owners, it offers services like banking transaction analysis, business cash flow planning, financial and profit margin analysis, and new opportunity analysis. The firm's president, Brian Hershberger, has 30 years of experience in the business.