Best Financial Advisors in Clearwater

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Since 1999, Align Wealth Management has been assisting individuals and small business owners in Clearwater and neighboring areas in wealth growth and preservation matters. This independent fiduciary firm has Certified Financial Planners and Chartered Financial Analysts in the team that guides clients in retirement planning, investment management, and 401(k) plan management. They help them maximize their return while minimizing risk, cost, and tax. In 2019, the firm has been selected by Financial Times as one of the Top Financial Advisers.

Chambers Financial Group caters to individuals, families, and businesses throughout Clearwater. It helps clients manage their wealth and achieve financial independence by providing them with a wide range of services, including financial planning, portfolio allocation, investment management, risk management, and estate planning. The company also offers an array of insurance options such as long-term care, variable, term, and whole life insurance. Founder Curtis W. Chambers has earned the CFP designation and has been quoted in NBC News and The Wall Street Journal.

Cornerstone Wealth Advisors is a financial advisory firm that lists the Clearwater metro as one of its service areas. It provides a broad range of financial services to help address the needs and goals of clients, including preparing for retirement and investing. Led by its president, Charles "Chuck" Walker, the firm's team of advisors assists in managing finances and planning estates. Chuck has been in the financial advisory industry for more than 38 years and is a Certified Financial Planner.

Deidre Fernald offers financial planning to the locals of Clearwater. She crafts plans that are centered around her client's lifestyle while tackling their top priorities such as spending and savings, retirement, debt management, family and education, and family protection. She accepts clients no matter where they're starting from financially. Fernald, a Certified Financial Planner, has been providing her planning services since 2004. Her goal is to educate, encourage, and give her clients the tools they need to be confident with their finances.

Dolphin Financial Group is a wealth management company located in Clearwater. It offers financial advisory services, such as income planning, insurance planning, investment management, Social Security maximization, and risk assessment. Founder and CEO Daniel J. Wendol has 15 years of experience working in various capacities of financial planning. He also has prior experience as an equities trader. Additionally, Daniel holds licenses to act in a fiduciary capacity and as a health and life insurance broker.

George F. Cerwin Financial Management helps individuals gain financial wellness in Clearwater. The firm assists clients in securing their goals through financial planning. It also offers a variety of related services, including retirement, estate, insurance, and tax planning. The business also helps clients obtain a sound investment portfolio through investment planning. Namesake and president George F. Cerwin has over 40 years of experience. Cerwin is a Certified Financial Planner who is also an APFA founding member.

MFP Financial Services offers financial guidance to the locals of Clearwater and the surrounding areas. The company works with its clients to guide them towards financial independence as they near retirement. Its advisors help clients achieve these goals through financial planning services that cover cash management, risk management, taxes and IRAs, inflation, retirement, and investing. Chris Mavrakos, the company president and CEO, is a Certified Financial Planner with more than 30 years of experience in wealth management.

Premier Planning Partners is a wealth management firm that serves clients in Clearwater. It helps individuals, families, and businesses achieve their financial goals through financial planning. The firm educates clients on 401k rollovers, IRAs, and retirement saving options to help them achieve financial independence. Its financial advisors create plans based on the needs, concerns, and goals of clients. Owner Marc D'Elia received his wealth management professional designation from The American College of Financial Services.

Since 1986, ProVise Management Group has been providing financial services to clients in Clearwater. It advises diverse people, from working professionals to retirees, on financial planning. The company educates them on areas like estate planning. It also offers the Personal Financial Officer program to help business owners with personal asset management. The company's CEO, V. Raymond Ferrara, was awarded the P. Kemp Fain Jr. Award in 2016 by the Financial Planning Association. He has over five decades of industry experience.

The Carlson Group is a team of financial and wealth management advisors serving the community of Clearwater. Led by Mark Carlson who has more than 30 years of experience, the firm offers a goals-based approach to its client's investment-related decisions. It assists them in not only growing and preserving their wealth but also in transferring their legacy to their children. The team offers its recommendations in managing healthcare expenses, purchasing properties, and saving for retirement.

The Holland Group is a Clearwater company that offers personal financial planning services to clients in the metro. It has been in business since 1993 and was founded by Steve and Elizabeth Holland, who both have been in the financial and insurance industry for over 30 years. Its services include wealth management, retirement planning, tax planning, estate planning, and life insurance. Steve has held over 1500 financial workshops and was featured on top news outlets NBC, CBS, and Fox.

Unified Wealth Management offers taxation and financial planning services to clients in Clearwater. Through a goal-based and life circumstance-guided approach, it provides professional advice on long-term and short-term investments, insurance policies, retirement plans, and estate plans. The company also caters to the tax preparation needs of startups and charitable donation plans of corporations. Dave Meglay, a member of the team, is a Certified Public Accountant and a Certified Financial Planner with over 19 years of experience.

Universal Financial Consultants offers guidance to clients in the Clearwater and Tampa metro with concerns regarding growing and preserving their wealth. The firm helps clients identify their goals, analyze their current situations, and help make sure they are on the path to living the retirement of their dreams. UFC offers tax-saving strategies, business succession planning, and advanced estate planning solutions including premium financing. Universal Financial Consultants has offered financial guidance to clients for three decades and works with all of the top insurance carriers and lenders in the nation.

Vernick Financial is an advisory firm that provides financial planning services to individuals and families in Clearwater and nearby areas. Its team of financial experts has more than 50 years of combined experience providing advice in various fields, such as retirement planning, charitable giving, risk management, and cash planning. The firm guides trustees, fiduciaries, and guardians in managing assets. Its founder, Mark Vernick, is a Certified Financial Planner who also has an Accredited Investment Fiduciary designation.