Laurels

Best Financial Advisors in Orlando
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Orlando Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 72 51 20

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Keel Asset Management

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.

Orlando, FL 32817

Website

Life After Grief Financial Planning

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.

Orlando, FL 32878

Website

Modera

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Modera is a wealth management firm that serves individuals, families, and businesses throughout the Orlando area. This independently-owned firm offers a wide array of services, including investment management, income tax strategy, estate planning and family wealth transfer, risk management, and philanthropic planning. The firm also assists clients in the areas of insurance planning and college planning. CEO of the firm, Tom Orecchio, holds over 25 years of experience in the wealth management industry. Today, Modera Wealth Management has seven offices located nationwide.

221 West Main Street
Inverness, FL 34450

Website

Oakmonte Wealth Management

  • Retirement Planning
  • Private Wealth Advisor
  • Tax Planning
  • Business Tax Preparation

Oakmonte Wealth Management is an independent firm that serves clients in Orlando. It offers financial planning assistance in key areas such as asset allocation, cash flow analysis, accurate net worth statement, tax planning, and longevity planning. In addition, the business handles wealth management options like insurance and annuity contracts, complex investments, private investments, and public market investments. It also provides retirement planning. Oakmonte Wealth Management was founded in 2012 by James Flick, a lawyer, chartered financial consultant, chartered life underwriter, and former certified public accountant.

3700 South Conway Road
Orlando, FL 32812

Website

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