Best Financial Advisors in Orlando

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Last updated: September 27, 2022

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Delta Capital Management, LLC

698 N Maitland Avenue Suite 201, Maitland, FL 32751

Retirement Planning

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.

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SmartAdvisor by SmartAsset

Orlando, FL

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.

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401karat

631 S Orlando Ave, Winter Park, FL 32789

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

301 East Pine Street, Orlando, FL 32801

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.

Orlando, FL 32801

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

1936 Lee Road, Winter Park, FL 32789

Certified Financial Planner (CFP)
Estate and Trust Specialist

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

1407 East Robinson Street, Orlando, FL 32801

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

105 East Robinson Street, Orlando, FL 32801

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

1750 North Maitland Avenue, Maitland, FL 32751

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.

JMK Wealth Advisors

5018 Sawyer Cove Way, Windermere, FL 34786

Retirement Planning

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.

Keel Asset Management

Orlando, FL 32817

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.

Life After Grief Financial Planning

Orlando, FL 32878

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

6000 Turkey Lake Road, Orlando, FL 32819

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.

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Merrill Lynch Wealth Management - Orlando

300 South Orange Avenue, Orlando, FL 32801

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.

Modera

221 West Main Street, Inverness, FL 34450

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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.

Moisand Fitzgerald Tamayo, LLC

200 South Orange Avenue, Orlando, FL 32801

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

3700 South Conway Road, Orlando, FL 32812

Private Wealth Advisor
Retirement Planning
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.

Polley Wealth Management

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

Estate Planning
Private Wealth Advisor
Retirement Planning
Insurance Products
Financial Planner

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.

Resource Consulting Group

301 East Pine Street, Orlando, FL 32802

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

2420 South Lakemont Avenue, Orlando, FL 32814

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

301 East Pine Street, Orlando, FL 32801

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

800 North Orange Avenue, Orlando, FL 32801

Certified Financial Planner (CFP)
Retirement Planning

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

Orlando, FL 32819

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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