Laurels

Best Financial Advisors in Tampa
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tampa 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 114 82 36

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

Atlantic Coast Financial Advisors Inc.

Atlantic Coast Financial Advisors is a Tampa-based financial services firm. The firm's main focuses are on financial planning, investment management, and insurance options. Clients receive a customized investment portfolio that pulls from bonds, stocks, IRA accounts, brokerage accounts, treasury notes, treasury bills, government securities, and variable annuities. The financial planning services address each client's key long-term goals, many of which involve retirement plans, tax plans, 401(k) planning, college plans, estate plans, profit sharing plans, and money purchasing plans. They help clients achieve financial stability through various investment options and insurance policies.

Tampa, FL 33629

Website

Brightwater Advisory, LLC

Brightwater Advisory is a Registered Investment Advisor located in Tampa. The firm creates customized investment portfolios for clients that include common stocks, preferred stocks, exchange-traded funds, individual bonds, mutual funds, and closed-end funds. Brightwater Advisory focuses chiefly on investment counsel. David and Katie Maddux found it in 2014. David Maddux has been helping clients manage their investments for 18 years. Meanwhile, Katie takes care of the firm's operational and financial management.

Tampa, FL 33609

Website

Caliber Wealth Advisory

Caliber Wealth Advisory is a fee-only wealth management firm that serves retirees and professionals in the Tampa area. The firm's scope of practice includes comprehensive financial planning, tax planning, risk management, strategic investment management, charitable giving strategies, and succession planning for businesses. The company principal is Tom LeClaire, a senior wealth manager with the Certified Financial Planner designation and over 10 years of industry experience. Wealth manager Mark Miner has a Master's degree in Personal Financial Planning. Through experience and knowledge, the company helps clients thrive financially.

Tampa, FL 33609

Website

Freedom Financial Planning

Freedom Financial & Business Planning offers hourly, fee-only financial planning help to the Tampa and St. Petersburg communities. For individuals and couples, services include second opinions on previous advice, comprehensive financial plans, retirement projections, specialized gay and lesbian planning, tax planning, cash management, budgeting, risk management analysis, estate plan reviews, and help to obtain loans. Business owners can receive business planning services like exit strategies and employee retirement plans. The firm can also act as a private Chief Financial Officer, making them a versatile company to hire for financial planning.

Tampa, FL 33607

Website

Karp and Associates

Karp and Associates is a Tampa-based Registered Investment Advisory firm. The firm was created in 1997 by David Karp, an investment manager and financial planner with over 30 years of financial industry experience. The company's main services include tax management, retirement strategies, investment management, and estate conservation. In addition, clients can choose from a range of insurance and annuity products to supplement their investment portfolio and protect their wealth. Each client receives a customized financial plan that uses investment strategies to achieve long-term goals.

Tampa, FL 33614

Website

KASE Wealth Advisors

KASE Wealth Advisors brings over 25 years of combined experience in financial advisory services to Tampa. Services include investment management, financial planning, 401ks, retirement plans, college plans, estate plans, business consulting, life, disability, and long-term care insurance products as well. The founders previously worked as financial advisors at Morgan Stanley and Merrill Lynch and today offer access to outside money managers via Fidelity Investments and J.W. Cole Financial.

Tampa, FL 33602

Website

Klaus Financial Group

Klaus Financial Group is an independent, Tampa-based financial services firm that helps retirees, individuals, families, business owners, sales professionals, corporate executives, and medical professionals. The firm's main focuses are investment management, financial planning, estate planning, retirement planning, and insurance and protection strategies. Company president Eric Klaus has over 20 years of experience in the investment management industry. The Klaus Financial Group is also allied with LPL Financial and Independent Financial Partners, which helps bring an ideal range of services to clients. Their services are varied to create a multifaceted approach to financial wellness.

Tampa, FL 33607

Website

Modera Wealth Management

Modera Wealth Management is a wealth management and financial advisory firm in Inverness that serves clients in Tampa and the surrounding areas. This independently-owned firm offers comprehensive financial planning services for individuals, couples, families, and retirees and has many decades of experience managing client portfolios. It provides objective financial advice in its fiduciary capacity to act in the interest of its clients and helps them address specific life events or fulfill financial goals. Modera Wealth operates on a transparent, fee-only pricing model and charges a quarterly fee for its services.

221 W. Main St., Suite A
Inverness, FL 34450

Website

Palestra Financial

Palestra Financial is a financial services firm that serves the Tampa community for more than 30 years. Francis R. Palestra is a certified financial planner and an investment advisor representative. His financial services career first began in 1986, and he received his Certified Financial Planner designation in 1993. Palestra Financial aims to help clients through key life milestones and transitions through comprehensive financial planning. Securities are offered through J.W. Cole Financial, making them capable of providing strong plans for clients to flourish financially.

Tampa, FL 33607

Website

Private Wealth Group LLC

Private Wealth Group is a Tampa-based investment management firm. The firm uses a variety of different proprietary strategies. A disciplined strategy uses a focused thesis and strictly adheres to the risk management definition. A traditional strategy uses long term market exposure and doesn't involve short selling. Robust strategies are rigorously developed based on past market data. The last strategy is a transparent strategy, which implements across separate accounts with exchange-traded funds. The firm creates multi-advisor portfolios that combine the research of investment managers with the knowledge of portfolio constructors. Each portfolio they craft is tailored to the client's needs.

Tampa, FL 33602

Website

Rutherford Asset Planning

Rutherford Asset Planning brings over 25 years of experience in financial planning to Tampa. Services include wealth management, taxes, estate planning, charitable giving, insurance, cash flow, and 24/7 client access via a secure web portal. The CEO is a Chartered Financial Analyst, Certified Financial Planner, an Enrolled Agent tax expert, and an MBA who was previously a Managing Director at Morgan Stanley. The fee-only firm is a member of NAPFA as well.

Tampa, FL 33626

Website

Tampa Financial Group

Tampa Financial Group is an independent financial planning firm serving the Florida community. The firm's main services include financial planning, wealth management, and insurance planning. The financial plans are customized to meet each client's individual personal goals and ideal milestones. Wealth management services include everything from tax reduction strategies to asset allocation and risk management for high net worth clients. The insurance planning options help protect your finances in case of an unexpected event like an illness or death. The main advisor has served the company for over two decades and addresses financial planning for many angles.

Tampa, FL 33607

Website

Westchase Financial Planning

Westchase Financial Planning is a financial advisory firm located in Tampa. The company focuses on serving the Tampa Bay community with comprehensive financial planning services. Each client receives a plan that answers questions about how money functions in their life, how close to financial independence they are, where they want to be, and how to get there. The firm offers both one time only and ongoing consulting services depending on the client's needs. They strongly believe in the power of creating unique solutions for each client.

Tampa, FL 33626

Website

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