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 70 49 18

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

Modera Wealth Management FEATURED Expertise.com

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.

Orlando, FL 32789

Website

American Financial Advisors

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.

Orlando, FL 32801

Website

Chepenik Financial

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.

Orlando, FL 32810

Website

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

McDonough Capital Management

McDonough Capital Management provides financial counsel services from its Orlando headquarters. The team of financial advisors is committed to helping clients achieve their financial goals. Among the services the firm offers are stocks analysis and research, professional money management consulting, financial planning, college planning, and insurance planning. The financial experts also assist with unit investment trusts, corporate bonds, retirement plans, and pension plans. The team at McDonough Capital Management has a combined experience of more than 110 years.

6000 Turkey Lake Road
Orlando, FL 32819

Website

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