Best Financial Advisors in Orlando

2021

401karat

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.

Allen Brinckerhoff

Allen Brinckerhoff is the senior vice president of investments at Brinckerhoff Financial Group of Raymond James, serving clients in Orlando. He specializes in providing a wide range of financial services, such as retirement planning, educational planning, longevity planning, and investment strategies. Among his clients are individuals and families, retirees, entrepreneurs, healthcare professionals, and corporate executives. Allen has more than 40 years of experience in the financial services industry. Prior to this, he served as a U.S. Army helicopter pilot in Vietnam.

Allgen Financial Advisors, Inc.

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.

American Financial Advisors

• Estate And Trust Specialist
• Certified Financial Planner (CFP)

Established in 1989, American Financial Advisors employs a team of advisors to create long-term financial solutions for clients in Orlando and nearby areas. For individuals, they offer customized financial planning and investment services and trust and estate planning assistance to protect wealth for generations. On the other hand, business advisory services are available for small business owners and corporations. As a daughter of a WWII B-17 pilot, founder Leslie Kelly uses her experience to help pilots plan their retirement.

Avenues Wealth

• Certified Financial Planner (CFP)

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.

DiMercurio Advisors

• Tax Preparation
• Tax Planning

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.

Evershore Financial Group

• Insurance Products
• Tax Planning

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.

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.

Merrill Lynch Wealth Management - Orlando

• Estate Planning
• Retirement Planning
• Tax Planning

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.

Moisand Fitzgerald Tamayo, LLC

• Certified Financial Planner (CFP)

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.

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.

Resource Consulting Group

• Certified Financial Planner (CFP)

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.

Security Financial Management

• Estate Planning
• Certified Financial Planner (CFP)

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.

Signature Wealth Advisors

• Certified Financial Planner (CFP)

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.

Summit Wealth Partners, LLC

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Sunrise Wealth Advisors

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.

The Farb Financial Group

• Insurance Products
• Retirement Planning

The Farb Financial Group has been assisting individuals and business owners in Orlando for over four decades. This firm was founded by Stuart Farb, a financial planner whose areas of expertise are retirement planning and wealth accumulation. Farb and his team of professionals offer employee benefit programs, insurance, and estate planning services that target the client's specific goals. On top of staying updated on Social Security laws and the financial industry, they also hold various designations such as CFP, CRPC, ChFC, and CLU.