Expertise.com

2024

Last updated:

Best Financial Advisors in Orlando

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

72Reviewed

51Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Orlando, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Orlando, FL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Orlando? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

6000 Turkey Lake Road, Orlando, FL 32819

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

5018 Sawyer Cove Way, Windermere, FL 34786
WebsiteLicense: 27913

Expertise.com Rating

Why choose this provider?

JMK Wealth Advisors is a financial advisory firm that serves clients in Orlando and surrounding areas. It offers a wide selection of services, including personal, retirement, estate, and education planning. Its advisors tailor their solutions to the clients' specific requirements and provide ongoing monitoring and guidance, enabling consumers to achieve their monetary goals. The company creates investment, tax, and business strategies. Its founder, Jeff Kuchinsky, is a Certified Financial Planner who has been in the industry for over 15 years.

  • Retirement Planning

Orlando, FL 32878

Why choose this provider?

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 32801

Expertise.com Rating

Review Sources

Facebook
1.0 (5)
Yelp
5.0 (1)

Why choose this provider?

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.

221 West Main Street, Inverness, FL 34450
WebsiteLicense: 155649

Expertise.com Rating

Why choose this provider?

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.

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

301 East Pine Street, Orlando, FL 32801

Expertise.com Rating

Review Sources

Yelp
4.0 (22)
Facebook
5.0 (8)

Why choose this provider?

Signature Wealth Advisors is a financial services firm serving individuals and businesses throughout Orlando. It assists clients with insurance protection, investment management, retirement planning, and tax management. Daniel Aaron Smith, the managing partner of the firm, has been developing customized financial plans for customers since 1996 and has extensive experience working with high-net-worth individuals. He is a Certified Financial Planner and a member of the Blue Chip Council. Signature Wealth Advisors evaluates, recommends, implements, and assesses clients' strategies to help them achieve their financial goals.

  • Certified Financial Planner (CFP)

1750 North Maitland Avenue, Maitland, FL 32751

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Evershore Financial Group serves individuals, families, and businesses in the Orlando area with wealth planning solutions. It offers services for a diverse client base, including doctors and medical practitioners, attorneys, pilots, and accountants. Its team of financial advisors provides needs analysis, financial positioning, tax strategies, trust services, and budgeting and cash flow management. An independently owned and operated business, Evershore Financial Group has offices located in Boca Raton, Maitland, Palm Beach Gardens, and The Villages.

  • Insurance Products
  • Tax Planning

200 South Orange Avenue, Orlando, FL 32801

Expertise.com Rating

Review Sources

Yelp
4.0 (22)

Why choose this provider?

Moisand Fitzgerald Tamayo LLC offers wealth management and financial planning services to Orlando and Melbourne clients. Consisting of a team of Certified Financial Planner professionals, tax specialists, and portfolio specialists with decades of combined experience, the firm offers real financial planning, specific tax planning and advice, investment management, and ongoing proactive monitoring. Senior financial advisor Charles E. Fitzgerald was a Certified Financial Planner Board of Standards, Inc. Board Director for four years. He has over 35 years of financial service experience.

  • Certified Financial Planner (CFP)

105 East Robinson Street, Orlando, FL 32801

Expertise.com Rating

Review Sources

Google
4.0 (10)
Facebook
5.0 (5)

Why choose this provider?

DiMercurio Advisors is a financial consulting firm located in Orlando. It focuses on business structuring, business registration, long-term business planning, accounting, and tax services. It serves a diverse client base that includes high-net-worth families, real estate, timeshare, technology, and hospitality associations. Sean DiMercurio, the founder of the company, is a certified public accountant and has also earned the CGMA designation. He utilizes industry-standard tools and simple techniques to help clients save money and understand their businesses.

  • Tax Preparation
  • Tax Planning

3700 South Conway Road, Orlando, FL 32812

Expertise.com Rating

Why choose this provider?

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.

  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

301 East Pine Street, Orlando, FL 32802

Expertise.com Rating

Why choose this provider?

Resource Consulting Group is a financial advisory firm serving clients in a fiduciary capacity. Its office in Orlando assists business owners in designing retirement plans for employees. The company has also developed an approach called The Systematic Financial Solution, an integrated method in financial planning. In addition, it offers investment management services. Resource Consulting Group was founded by Mike Davis in 1988. Davis is a Certified Financial Planner with 11 years of experience as a certified public accountant and tax attorney.

  • Certified Financial Planner (CFP)

1407 East Robinson Street, Orlando, FL 32801

Expertise.com Rating

Why choose this provider?

Avenues Wealth is a wealth management firm located in Orlando that was established in 2018. It helps individuals, families, and corporations understand the complexities of financing and investing and formulates strategies to guide them in their needs and goals. Its process involves developing financial plans and implementing and monitoring its recommendations. Founder Jeff Nielson is a Certified Financial Planner with 20 years of experience. Additionally, he is a member of the National Association of Personal Financial Advisors.

  • Certified Financial Planner (CFP)

631 S Orlando Ave, Winter Park, FL 32789

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

401karat is a financial advisor that serves residents of Orlando and nearby areas. It assists clients in planning for retirement by connecting them with an advisor and setting up investment options. It teaches clients how to make custom-built investment allocations and how to learn new financial skills. 401karat assists clients in understanding the various retirement plans in which they can invest their money. These funds may include ETFs, targe-date funds, aggressive growth funds, and money market funds.

300 South Orange Avenue, Orlando, FL 32801

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Merrill Lynch Wealth Management - Orlando is a financial advisory firm serving individuals, families, business owners, institutions, and executives in the metro. The majority of its financial advisors have earned the CIMA designation and have years of combined experience assisting clients with retirement income planning, traditional investment planning, estate planning, insurance, and education funding. The professionals at this firm meet with customers to analyze their needs and collaborate with attorneys to create a customized financial plan based on their goals.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

2420 South Lakemont Avenue, Orlando, FL 32814

Expertise.com Rating

Review Sources

Yelp
4.0 (22)

Why choose this provider?

Security Financial Management provides financial advisory services and educational resources to clients in Orlando and the rest of the state. Founding partner David Allen is a Certified Financial Planner who received his business administration degree in 1983. He co-founded the company to address every aspect of a client's financial life through the 360 LifeMap software, through which clients have access to real-time information about their financial circumstances and future plans. One of its advisors, Suzanne Breitwieser-Stopa, also serves as the Winter Park Executive Women chairperson.

  • Estate Planning
  • Certified Financial Planner (CFP)

800 North Orange Avenue, Orlando, FL 32801

Expertise.com Rating

Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Summit Wealth Partners provides wealth management to clients in Orlando and the surrounding community since 1982. Its clients have access to a step-by-step financial plan based on long-term goals. It also provides business owners tax savings solutions and advanced financial planning strategies for the future. With a philosophy of giving back to the community, the team members at Summit Wealth Partners are involved with various organizations such as Kiwanis Club and The Junior League.

  • Certified Financial Planner (CFP)
  • Retirement Planning

9100 Conroy Windermere Road Suite 200, Windermere, FL 34786
WebsiteLicense: 316734
Website

Expertise.com Rating

Why choose this provider?

Altior Capital helps clients in Orlando become efficient and maximize different aspects of their financial life. It looks into the clients' lifestyles, reviewing their personal finances and assessing possible challenges, to assist them in creating a financial strategy. The company uses industry-standard software to understand the individual's current financial situation thoroughly. It guides clients in reviewing their potential retirement-income sources and managing their taxes. Assistance in estate management and insurance strategies is also available. The company's services are tailored for every generation.

  • Investments
  • Financial Planning
  • Personal Wealth Advisor

250 N. Orange Ave., Suite 1116, Orlando, FL 32801

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Polley Wealth Management offers its services to clients in Orlando and its neighboring communities. In business for over two decades, its team provides wealth management and financial planning services. Its advisors assist in the creation and protection of clients' wealth through financial and retirement planning. Its wealth management services come in three tier packages, which include foundational, family, and select. Additionally, the company's investment advisors assist clients to construct investment portfolios that cover a diverse asset spectrum that includes cash, fixed income, and equities.

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Financial Planner

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What advantages does retirement planning in Orlando offer?

    There are several benefits to retirement planning in Orlando. One of which is peace of mind. You may feel more at ease in the moment and live freely if you know you planned for retirement. It can also assist you in building a solid financial legacy for yourself and your family and in preparing you for unforeseen circumstances. Retirement planning can alleviate some of the burden concerning the stress from financial issues and future financial needs.

  • What does private wealth management mean in Orlando?

    In Orlando, private wealth management exclusively caters to high-net-worth individuals or ultra-high-net-worth individuals. It includes services such as financial planning, wealth preservation, and investment guidance. Financial assets to be managed start at a net worth of $1 million and can be up to $30 million or more. With this amount of assets, individuals can have enhanced access to investment opportunities, which can be tailored to their specific needs.

  • What potential investment hazards in Orlando should you stay informed about?

    Potential investment risks that you should be aware of in Orlando include risks from interest rates and economic conditions. Bonds and fixed-income investments are sensitive to interest rate changes and rising rates can lower their value, while falling rates can increase the value of existing bonds. Meanwhile, economic downturns can jeopardize the earning potential of most businesses. Additionally, another risk comes from inflation which can reduce your purchasing power and lower investment returns. There is also market risk which can drag down the value of various investments like bonds, stocks, and real estate.

  • How can you improve your handling of short-term cash in Orlando?

    When deciding how to invest your cash reserve in Orlando, consider balancing liquidity and returns. Treasury bills, certificates of deposit, and money market funds are investments that increase your short-term income while providing liquidity for anticipated and unforeseen costs. Managing short-term reserves can help you build your wealth and save for the future with minimal risk to your principal. It is advisable to regularly assess your cash reserve sources because income and personal situations can change.

  • What can you expect when collaborating with a financial advisor in Orlando?

    When collaborating with a financial advisor in Orlando, you should anticipate a thorough discussion and analysis of your goals. The advisor will examine your present financial status and assess your assets, liabilities, tax responsibilities, and income stream. Advisors will design a customized portfolio that aligns with your unique requirements and risk tolerance. Moreover, they will offer guidance on optimal investment strategies and keep you updated on the latest financial market trends.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.