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Best Financial Advisors in Orlando
2020

17 Best Orlando Financial Advisors

Our Top Picks
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We scored 69 Financial Advisors in Orlando, FL and Picked the Top 17

Modera Wealth Management is an independent, fiduciary wealth management firm that provides a broad range of financial planning services in Orlando and the surrounding areas. This employee-owned firm works on a transparent, fee-only basis and uses an evidence-based research approach to manage client portfolios. Its financial advisory team comprises of Certified Financial Planner (CFP) professionals who have extensive experience addressing the unique financial needs of individuals, couples, families, and retirees. Modera Wealth operates in four other locations across the country.

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Allgen Financial Advisors, Inc. is an Orlando advisory firm that breaks the financial process into three stages: foundation, formation, and freedom. The foundation services help clients create their wealth and develop savings plans. During the formation stage, clients turn their assets into investment strategies to accrue more wealth. Freedom occurs when clients have achieved financial independence and security. The company provides clients with financial planning and investment management solutions through all three stages. Founders Paul Roldan and Jason Martin have four decades of industry experience between them.

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American Financial Advisors employs a team of Orlando advisors who create long-term financial solutions for clients. Individual clients receive customized financial planning and investment services, as well as trust and estate planning services to protect wealth for generations. Small business owners and corporations can benefit from the firm's business advisory services. American Financial Advisors was started in 1989, and the current team has over a century of combined industry experience.

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Avenues Wealth offers comprehensive services to Orlando clients. The company creates customized financial plans based on each client's unique goals. Clients are given a wide range of investment options and investment advice. There are also a number of financial planning areas the firm addresses, including retirement planning, tax planning, legacy planning, and college tuition strategies. The firm helps clients choose the best insurance options to cover disability income, life insurance, and long term care. Avenues Wealth is run by Jeff Nielson, a certified financial planner with more than two decades of financial services experience.

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Chepenik Financial is an Orlando wealth management and consulting firm based founded by Barney Chepenik in 1973. For companies, the firm offers retirement plan consulting that takes clients from plan design to implementation and conducts participant education. Individuals have access to customized wealth management strategies, including long-term planning and investment management to reach financial goals.

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Evershore Financial Group is a financial advisory firm with offices in Boca Raton, Orlando, Palm Beach Gardens, and the Villages. The team of experienced advisors can serve individuals, families, and businesses with both simple and complex needs. The advisers analyze client data and offer individual sessions to determine the client's goals. From there, clients have access to risk management plans, retirement strategies, and investment management. The company also helps businesses with tax reduction strategies, financial strategies, succession strategies, group insurance plans, and executive bonuses.

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Keel Asset Management is an Orlando asset management firm run by Tom Keel, a financial advisor with over three decades of industry experience. The company offers investment management services to help reach client goals. Every client is given a unique economic profile and investment advice. From there, the firm creates a strategy to address the client's financial concerns. This is refined into an asset allocation guideline and implemented in an investment profile. After the investment strategy has been implemented, the firm manages and monitors the performance on a long-term basis.

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Life After Grief Financial Planning is an investment management and financial planning firm tailored to grief-stricken clients in Central Florida and beyond. The company is run by Christopher Dale, a CERTIFIED FINANCIAL PLANNER ™ who has nearly two decades of experience with private client management, with a specialty for teaching other advisors how to work with clients in grief. Clients have their choice of a quick start plan, starter plan, foundation plan, or life plan. The right plan depends on how comprehensive the services need to be. The company's financial planning topics include budgeting and cash flow management, retirement planning, net worth calculation, income tax planning, education planning, estate planning, and investment advice.

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Moisand Fitzgerald Tamayo offers wealth management and financial planning services to Orlando and Melbourne clients. The firm staffs six CFP advisers with decades of combined experience. Clients typically include individuals and families who want to simplify their financial lives. The firm helps clients manage every aspect of their finances in order to meet their objectives. In addition to financial planning and investment management services, clients receive resources to learn how to manage their money.

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Since 1960, MPC Wealth, an independent financial advisory firm, has been assisting Central Floridians with personalized, innovative financial strategies. The company is a multigenerational firm whose partners and advisors are specialists in the areas of investment management, business and estate planning, employee benefits, risk management, and philanthropy. MPC Wealth takes a personalized approach to business and individual services.

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Resource Consulting Group has been providing Orlando clients with integrated wealth management solutions since 1988. Clients receive comprehensive investment management strategies based on the seven investment fundamentals. It offers retirement services that cover both corporations and individuals. Its financial planning services use a systematic process to analyze client needs, decide on an ideal strategy, and implement and monitor the plan.

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Security Financial Management provides financial advisory services and educational resources to Florida clients. Founding partner David Allen is a certified financial planner who received his Business Administration degree in 1983. Shortly thereafter, he co-founded the company to address every aspect of a client's financial life through 360 LifeMap software. Clients have access to real-time information about their financial circumstances and future plans.

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Signature Wealth Advisors helps Orlando clients achieve financial independence. Managing partner Daniel Aaron Smith has been creating customized financial solutions since 1996. He specializes in the needs of high-net-worth individuals and business owners. The company aims to address every aspect of a client's financial concerns, so advisers begin with an analysis of the client's current financial circumstances and goals. They then recommend a strategy to achieve financial wellness. If the client approves the strategy, the firm implements it and conducts reviews on an on-going basis.

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Summit Wealth Partners is a team of financial experts that has specialized in wealth management since 1982. With locations in Orlando, Naples, Jacksonville, and Fort Myers, the firm helps the Florida community with multiple financial services. Clients have access to a step-by-step financial plan based on their long-term goals. Business owners receive tax savings solutions and advanced financial planning strategies for the future.

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Sunrise Wealth Advisors is an Orlando-based wealth management firm. The founding partners have several decades of combined experience, while other advisers bring decades more industry experience to the table. Individuals and families receive financial plans for retirement, investments, insurance policies, education, and legacy planning. Businesses can receive consulting regarding their future plans, healthcare policies, retirement plans, and employee benefits packages. The wealth management services involve tactical management of investment portfolios, based on each client's risk tolerance level.

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The Farb Financial Group has served the Orlando community for many decades. Clients are given a wide range of investment and insurance options. The company's financial advisers assist with estate planning, retirement planning, and strategic asset allocation. Business owners also have access to employee benefit consulting services to help retain employees.

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Vision Wealth Advisors has been serving clients in the greater Orlando area for more than half a century. The firm aims to provide comprehensive financial advice and planning to clients and uses experienced third-party investment managers to customize each client's individual portfolio. Along with investment management services, clients receive financial planning solutions to meet their goals. It also offers several insurance options to mitigate risks. Small business owners can receive help regarding the future of their business.

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