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Best Financial Advisors in Orlando

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2023
Laurels

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Delta Capital Management, LLC logo
FEATURED
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License Verified:

License: 128350

Investment Adviser Public Disclosure Database, SEC

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Delta Capital Management, LLC

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698 N Maitland Avenue Suite 201, Maitland, FL 32751
  • Executive Benefit Services
  • Fiduciary Guidance
  • 401k Rollovers
  • Portfolio Management
  • Retirement Planning

Business Description

Delta Capital Management, LLC, is an independent wealth management firm that helps Orlando residents achieve their long-term financial goals. Its financial advisors build and preserve a client’s wealth with its portfolio management process. They also assist employers and business owners by designing and implementing strategies for providing additional life, health, and retirement benefits for their employees. Chris E. Truesdell, one of the firm's senior plan consultants and managing partners, has more than 15 years of industry experience.

License Verified:

License: 128350

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Orlando, FL
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

401karat logo
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401karat

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631 S Orlando Ave, Winter Park, FL 32789

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Allgen Financial Advisors, Inc. logo
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Allgen Financial Advisors, Inc.

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Orlando, FL 32801

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Facebook
1.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Altior Capital logo
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License Verified:

License: 316734

Altior Capital

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9100 Conroy Windermere Road Suite 200, Windermere, FL 34786
  • Investments
  • Financial Planning
  • Personal Wealth Advisor
  • Investment Management
  • Private Wealth Advisor
  • Investment Advisor
  • Custom Financial Planning
  • Wealth Management
  • Small business owners
  • Investment Advisory
  • Investment Strategies

Business Description

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.

License Verified:

License: 316734

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Avenues Wealth logo
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Avenues Wealth

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1407 East Robinson Street, Orlando, FL 32801
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
DiMercurio Advisors logo
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DiMercurio Advisors

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105 East Robinson Street, Orlando, FL 32801
  • Tax Preparation
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.0 / 5 (10)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Evershore Financial Group logo
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Evershore Financial Group

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1750 North Maitland Avenue, Maitland, FL 32751
  • Insurance Products
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
JMK Wealth Advisors logo
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License Verified:

License: 27913

Investment Adviser Public Disclosure Database, SEC

JMK Wealth Advisors

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5018 Sawyer Cove Way, Windermere, FL 34786
  • Retirement Planning

Business Description

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.

License Verified:

License: 27913

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Life After Grief Financial Planning logo
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Life After Grief Financial Planning

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Orlando, FL 32878

Business Description

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.

McDonough Capital Management logo
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McDonough Capital Management

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6000 Turkey Lake Road, Orlando, FL 32819

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Merrill Lynch Wealth Management  - Orlando logo
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Merrill Lynch Wealth Management - Orlando

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300 South Orange Avenue, Orlando, FL 32801
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Modera logo
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Modera

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221 West Main Street, Inverness, FL 34450
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.5 / 5 (94)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Moisand Fitzgerald Tamayo, LLC logo
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Moisand Fitzgerald Tamayo, LLC

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200 South Orange Avenue, Orlando, FL 32801
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Oakmonte Wealth Management logo
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Oakmonte Wealth Management

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3700 South Conway Road, Orlando, FL 32812
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning
  • Business Tax Preparation

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Polley Wealth Management logo
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Polley Wealth Management

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250 N. Orange Ave., Suite 1116, Orlando, FL 32801
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Financial Planner

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Resource Consulting Group logo
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Resource Consulting Group

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301 East Pine Street, Orlando, FL 32802
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Security Financial Management logo
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Security Financial Management

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2420 South Lakemont Avenue, Orlando, FL 32814
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Signature Wealth Advisors logo
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Signature Wealth Advisors

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301 East Pine Street, Orlando, FL 32801
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Summit Wealth Partners, LLC logo
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Summit Wealth Partners, LLC

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800 North Orange Avenue, Orlando, FL 32801
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail