Best Financial Advisors in Gainesville

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.

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.

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.