Laurels

Best Financial Advisors in Tallahassee
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tallahassee 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 46 30 7

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

Barnes Capital Group

  • Certified Financial Planner (CFP)

Barnes Capital Group is a financial advisory firm with more than 50 years of expertise offering investment advisory and employee benefit consulting services to individuals, businesses, and organizations in Tallahassee. The company assists clients in finding solutions by listening, analyzing, and providing a thorough plan of action. Services include financial and estate planning, investment advisory services, manager search and selection, and life insurance analysis and planning. Stan Barnes, the managing director, is a registered principal with 32 years of experience in the financial services business.

1801 Hermitage Boulevard
Tallahassee, FL 32308

Website

Tallahassee Financial Advisors

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

Tallahassee Financial Advisors is a wealth planning firm that focuses on total asset management. The team of financial advisors helps clients with matters related to investment advisory services, retirement planning, estate planning, tax reduction strategies, and deferred compensation rollover knowledge. In 2020 and 2021, the firm made it onto the Seminole 100, a list of the 100 fastest-growing Florida State University alumni-owned or alumni-led businesses in the country. Company president Trent Meewes has over 20 years of experience in the financial services industry.

3015 Shannon Lakes North
Tallahassee, FL 32309

Website

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