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2024

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Best Financial Advisors in Tampa, FL

Our Recommended Top 16

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 Tampa Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

94Reviewed

62Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Tampa, FL 33609

Expertise.com Rating

Review Sources

Google
4.9 (141)
Facebook
4.9 (141)
Yelp
2.0 (4)

Why choose this provider?

Florida Financial Advisors is a full-service financial and wealth management firm that helps clients in the Tampa metro area navigate their financial strategies and achieve their investment and retirement goals. Founder Jason Mickool established the firm to specifically meet the financial planning needs of Florida residents using his over 25 years of experience in financial planning. Mickool's team of financial advisors offers personalized consultations in areas such as 401(k) strategies, retirement planning, education planning, and estate planning.

  • Retirement Planning
  • Wealth Management
  • Educational Planning
  • Investment Types
  • Account Types
  • 401(K) Strategies
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Tampa, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

12191 West Linebaugh Avenue #611, Tampa, FL 33626

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

732 South Village Circle, Tampa, FL 33606

Expertise.com Rating

Why choose this provider?

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.

Tampa, FL 33609

Expertise.com Rating

Review Sources

Facebook
5.0 (6)
Yelp
5.0 (1)

Why choose this provider?

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.

705 West Azeele Street, Tampa, FL 33606

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

100 North Tampa Street, Tampa, FL 33602

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3014 West Palmira Avenue, Tampa, FL 33629

Expertise.com Rating

Review Sources

Facebook
5.0 (4)
Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4200 West Cypress Street, Tampa, FL 33607

Expertise.com Rating

Review Sources

Google
5.0 (10)
Facebook
5.0 (3)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

3708 West Swann Avenue, Tampa, FL 33609

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Sutton Wealth Advisors, Inc., is a financial planning firm serving families, individuals, closely-held corporations, and institutions throughout Tampa. Its consulting and advisory services include tax planning, estate planning, performance reporting, financial plan implementation and updating, and asset allocation and portfolio rebalancing. It also assists business owners with retirement plans and life and disability protection. Founder Edward Sutton has been in the industry since 1984 and is currently serving on the Lion's Eye Institute for Transplant and Research Board of Trustees and Finance Committee.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

5323 Bayshore Boulevard, Tampa, FL 33611

Expertise.com Rating

Review Sources

Facebook
5.0 (3)
Google
5.0 (2)

Why choose this provider?

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.

221 West Main Street, Inverness, FL 34450

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning

333 3rd Avenue North, St. Petersburg, FL 33701

Expertise.com Rating

Review Sources

Google
5.0 (12)

Why choose this provider?

Doyle Wealth Management Inc. was founded in 2005. It offers independent financial advice from new graduates to pensioners in Tampa. The company provides comprehensive wealth management services, financial planning, and investment strategies to clients who have short-term and long-term goals. Doyle Wealth Management Inc. also offers a partner program where individuals will have access to a portfolio manager, a team of investment professionals, and financial education. The financial advisory group has also been recognized by Forbes as America's Top Wealth Advisors 2016-2018.

  • Certified Financial Planner (CFP)

777 South Harbour Island Boulevard, Tampa, FL 33602

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1646 West Snow Avenue, Tampa, FL 33606

Expertise.com Rating

Review Sources

Google
5.0 (13)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

5401 West Kennedy Boulevard, Tampa, FL 33609

Expertise.com Rating

Review Sources

Google
4.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Florida Financial Advisors
Tampa, FL 33609Free consultation.
SmartAdvisor by SmartAsset
Tampa, FLFree Consultation
Water Street Wealth Management
12191 West Linebaugh Avenue #611, Tampa, FL 33626
Unique Wealth
732 South Village Circle, Tampa, FL 33606
The Harwood Financial Group
Tampa, FL 33609
SFG Wealth Advisor
705 West Azeele Street, Tampa, FL 33606
Waller & Wax Advisors Inc.
100 North Tampa Street, Tampa, FL 33602
Opinicus
3014 West Palmira Avenue, Tampa, FL 33629
Westshore Financial Group
4200 West Cypress Street, Tampa, FL 33607
Sutton Wealth Advisors, Inc.
3708 West Swann Avenue, Tampa, FL 33609
Garrison Asset Management
5323 Bayshore Boulevard, Tampa, FL 33611
Modera
221 West Main Street, Inverness, FL 34450
Doyle Wealth Management Inc.
333 3rd Avenue North, St. Petersburg, FL 33701
Wealth Advisors of Tampa Bay
777 South Harbour Island Boulevard, Tampa, FL 33602
Sickle Hunter Financial Advisors
1646 West Snow Avenue, Tampa, FL 33606
Omni Wealth Advisors, Inc
5401 West Kennedy Boulevard, Tampa, FL 33609

FAQs

  • 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.

  • What is the upside in Tampa of using mutual funds instead of directly putting money in stocks?

    Mutual funds in Tampa are advantageous for individuals who do not want to micromanage stock investments directly. The fund is a diverse portfolio of investment options managed by professionals. While an individual may make more by tinkering with each choice individually, it consumes time, which is also a valuable resource.

  • What are the financial pros and cons of retiring early in Tampa?

    Retiring early in Tampa is risky when one is below the age threshold for social security benefits since it forces a person to use savings instead. On the upside, it gives a person more time to enjoy life. Though retiring late will give one more money to play with, there is the heightened risk of illness and poor overall health, which makes the added wealth moot.

  • What are the risks and advantages of adjustable-rate mortgages versus fixed-rate ones in Tampa?

    Adjustable rate mortgages in Tampa have lower initial rates, making them ideal for short-term situations. The longer a contract lasts, the higher the odds that the obligation will balloon to excessive levels. This is the advantage of fixed-rate mortgages in that the initial rate is higher but there will be no ballooning, making these better for long payment periods.

  • What are the plus sides to having a credit card in Tampa?

    As long as a resident of Tampa can keep up with annual fees and costs, a credit card is a good way to build up a credit score. Agencies are looking for borrowers who can borrow wisely and pay back on time, and a credit card facilitates these transactions. The individual just has to be careful to stick to strict spending plans and budgets.

  • Should an investor in Tampa keep money in cash form when interest rates are high?

    It is tempting in Tampa to keep money in cash or cash equivalents when interest rates are elevated, but this strategy might keep up with inflation yet fail to exceed it. Alternative instruments like stocks and bonds are better at growing beyond the rate at which the value of money depreciates, while cash generally just stays on par or barely improves.

  • 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.