Best Financial Advisors in Daytona Beach

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Last updated: September 27, 2022

Anchor Group

1395 W Granada Blvd, Ormond Beach, FL 32174

Certified Financial Planner (CFP)
Retirement Planning

Anchor Group is a comprehensive financial services firm that serves the residents of Daytona Beach and the surrounding areas. It helps clients achieve long-term financial success through continuous wealth preservation and growth strategies. It works with companies such as Prudential Financial, Lincoln Financial, and American International Group. Anchor Group has been in operation for more than three decades. The company has a Chartered Financial Planner, Accredited Investment Fiduciary, and Certified Financial Planners on its staff.

Capstone Planning

31 Lupi Court, Suite 120, Palm Coast, FL 32137

Certified Financial Planner (CFP)

Capstone Planning is an independent financial services firm catering to the Daytona Beach metro and the rest of Northeast Florida. The family-owned and family-operated firm provides a variety of financial solutions, including tax minimization strategies, wealth accumulation, asset protection planning, and retirement income programs. Its goal is to assist individuals in creating a fulfilling retirement through the use of investment and insurance products customized to their needs and objectives. Capstone Planning has been helping friends and neighbors in the community since 1997.

Certified Financial Group Inc

1111 Douglas Ave, Altamonte Springs, FL 32714

Certified Financial Planner (CFP)
Retirement Planning

Certified Financial Group, Inc., has been serving clients in Daytona Beach since 1976. Its founder, Joseph Bert, is a member of the Financial Planning Association. The firm's team of fiduciaries performs checkups on matters affecting an individual's finances, such as tax liability, risk management, investment, estate, and social security, as part of its commitment to serving its clients as financial doctors. In addition, the firm is certified by the Centre for Fiduciary Excellence and has been featured in The Wall Street Journal.

Executive Compensation Group

325 N Williamson Blvd Suite #120, Daytona Beach, FL 32114

Private Wealth Advisor

Executive Compensation Group offers a range of financial advisory solutions to clients throughout Daytona Beach. This independent wealth management firm has been serving the local community since 1966, supporting individuals and businesses in the accumulation, conservation, and transfer of wealth to help reach their short-term and long-term financial goals. Services include financial planning, investment management, estate planning and wealth transfer, business continuation, and retirement planning. Two of the firm's principals, David Graffagnino and Joseph DeRosa, hold the Chartered Life Underwriter and the Chartered Financial Consultant designations.

Financial Legacy Advisors

1673 Mason Ave Suite 300, Daytona Beach, FL 32114

Certified Financial Planner (CFP)
Retirement Planning
Insurance Products

Financial Legacy Advisors caters to individuals, families, and businesses in the Daytona Beach metro and the surrounding areas. It helps clients make knowledgeable wealth decisions by offering financial planning and management services. Its process involves determining which type of plan suits the customer, gathering necessary documents, and analyzing their assets, insurance coverages, investment strategies, and liabilities. Benjamin F. Dyal, a partner, has been working in the financial industry since 1980. He holds the Certified Financial Planner designation.

Holland Financial

700 West Granada Boulevard, Ormond Beach, FL 32174

Certified Financial Planner (CFP)

Holland Financial provides solutions to customers in the Daytona Beach area. It consults with clients to determine their financial goals, concerns, and situations before identifying opportunities for improvement. The company offers several types of financial strategies, including conservative for capital preservation, balanced growth for capital appreciation, and growth for long-term goals. It advises each client on investment strategies to take based on their risk tolerance and investment time horizon. Holland Financial has been in practice for 25 years and today has four CERTIFIED FINANCIAL PLANNER™ professionals on staff.

Robertson Advisory

145 East Rich Avenue Suite D, Deland, FL 32724

Certified Financial Planner (CFP)

Robertson Advisory is a firm that offers an array of financial services in Daytona Beach and nearby locations. It serves business owners, families, and individuals, helping them achieve financial security through its comprehensive retirement and estate planning. The company also deals with investment planning, management, and review. Additionally, it provides financial planning assistance, which covers the processing of insurance policies and the implementation of investment products. Founder Tom Robertson is a CFP who has been in the industry since 1993.

Savannah Court Financial Advisors

340 S. Beach St Suite #128, Daytona Beach, FL 32114

Certified Financial Planner (CFP)

Savannah Court Financial Advisors is a firm that serves clients in the Daytona Beach metro and its surrounding areas. It helps them deal with their financial concerns by providing a wide array of services that includes income planning, risk management, asset allocation, and retirement evaluation and projections. It also offers services that involve stocks, bonds, mutual funds, and annuities. One of its team members, Scott Weidman, is a Certified Financial Planner with more than two decades of experience in the industry.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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