Best Financial Advisors in Melbourne

Established in 1932, Allen & Company is a financial advisory firm that serves individuals and businesses in Melbourne and the surrounding communities. It offers comprehensive wealth management solutions, such as retirement, education, and business succession planning, investment planning and portfolio management, life insurance plans, and charitable giving. The company's team of financial advisors holds various professional designations, including Certified Financial Planner, Chartered Financial Analyst, and Certified Investment Management Analyst. They participate in community projects like the Bonnet Spring Parks.

Eastwood & Associates Wealth Strategies, LLC, is a firm that works with clients in the Melbourne area. When it comes to important wealth management concerns, its financial advisors take a systematic approach to assist customers to prioritize goals. They offer tax-advantaged planning to help clients manage their money in the most tax-efficient way feasible. The firm also provides business succession, investment, retirement, and insurance planning. It works with a CPA firm, Bouvier & Associates, to provide a collaborative approach that helps clients understand their financial situations.

Financial Cornerstone Group serves Melbourne and the surrounding communities. The local advisory firm helps clients in accomplishing their short- and long-term financial goals. It offers assistance with budgeting, college and retirement planning, portfolio management, investments, profit sharing, and insurance. Professionals from the company assist individuals, families, and business owners in every aspect of their financial journey. They explain complex concepts, guide clients in making informed decisions, and develop strategies tailored to their situation and needs.

Flavin Nooney & Person CPAs and Advisors is a fiduciary financial firm serving Melbourne and nearby locations. It helps personal and commercial clients organize their assets and create strategies to reach their family and business goals. Its advisors assess current aspects such as investment risk and tax exposure, develop action plans, and assist customers in staying on track. Founded in 1989, Flavin Nooney & Person comprises accounting and finance professionals with more than 50 years of collective experience.

JAG Financial serves individuals, families, and businesses in Melbourne as well as in several other states. It assists clients in achieving their financial goals through asset protection, investment planning, insurance, and tax planning. Owner Joseph A. Grutta, EA CFP® is a licensed by the IRS as a tax specialist and a Certified Financial Planner who partners with money managers to develop investment models for clients. He has managed small businesses and has been providing consulting services to business owners since 1983. Grutta offers securities through Peak Brokerage Services, LLC. Member FINRA and SIPC. Advisory Services are offered through Blackridge Asset Management, LLC a Registered Investment Advisor. JAG Financial Services, Peak Brokerage Services, LLC, and Blackridge Asset Management are separate entities.

Krehbiel Financial provides personal financial planning services to individuals, couples, and tech professionals in the Melbourne area and neighboring communities. The company specializes in general financial advice, retirement and education planning, and investment, portfolio, and cash flow management. It also offers debt management, tax minimization, and income tax preparation. John Krehbiel opened the firm in 2018. Prior to that, he worked in marketing and engineering management for 15 years and taught physics for 11 years.

McPherson Financial Group dates back to 1980, when Dave McPherson, a captive agent with Liberty National and Prudential, established Dave McPherson and Associates, an independent agency. After many years and several name changes, the company has grown to be a full-service financial planning firm serving Melbourne and nearby communities. Its services include investment management, estate planning, and tax minimization. Additionally, it offers private wealth management to high-net-worth individuals. The firm uses WealthGuard, a portfolio monitoring system, when overseeing its managed accounts.

Moisand Fitzgerald Tamayo provides financial services to Melbourne and the surrounding areas. The firm comprises a team of Certified Financial Planners and tax specialists. It works with clients to understand their short-term and long-term goals, level of risk tolerance, and overall lifestyle to provide tailored advice, financial plans, investment strategies, and tax planning that meet their financial objectives. Moisand Fitzgerald Tamayo has been recognized as one of the top independent wealth management firms by the Financial Times.

Serving Melbourne, Security Financial Management (SFM) assists clients to help them achieve their investment goals. It serves high net-worth individuals, young families, pre-retirees, retirees, business owners, corporate executives, and employees. For over three decades, SFM has been working with clients to develop a custom financial plan according to their needs, goals, and current situation. Managing partners Michael Allen and David Allen are both Certified Financial Planners. While Frank Lovaglio, another managing partner, is a Registered Financial Consultant.

The Office of Rob Dale is a franchise of LPL Financial, providing retirement and financial planning services to clients in Melbourne. Its branch manager, Robert Dale, is a Certified Financial Planner who guides in achieving both short-term and long-term goals, which includes securing financial independence. He also helps clients in managing their current taxes, controlling their debts, and preparing for their child's college education. In addition to financial planning, the firm offers business, investment, and insurance services.

Three Bridges Planning is a financial and investment management firm that serves the Melbourne metro. The firm helps its clients achieve their financial goals and responsibilities by developing custom plans involving college funding, debt reduction, health care, retirement income, and Social Security maximization. It offers investment management services for asset classes such as mutual funds and ETFs. One of the firm's founders, Brian Laughlin, is a Certified Financial Planner and currently serves as a trustee on the City of Rockledge General Pension.