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 119 87 41

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

SmartAdvisor by SmartAsset FEATURED Expertise.com

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.

Tampa, FL

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

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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

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Freedom Financial & Business Planning, LLC

  • Estate Planning

Freedom Financial & Business Planning, LLC, provides customized financial planning services for clients throughout the Tampa area. The independent firm serves a diverse client base, including individuals, couples, and businesses. Its services include financial planning, retirement planning, investment and allocation planning, and tax planning. It also provides financial planning for gays and lesbians in domestic partnerships. Freedom Financial & Business Planning founder Maria Erickson has more than two decades of financial service industry experience.

2202 North Westshore Boulevard
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

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Tax Planning

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

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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

  • Estate Planning

Established in 1983 in Inverness, Modera Financial Planners is an independently-owned wealth management firm that has been assisting individuals and organizations in the community of Tampa and surrounding areas. The company offers a wide range of services, such as tax planning, educational funding, investment management, philanthropic planning, income tax strategy, and retirement and life transitions planning. Its team has a collective industry experience of more than 40 years. In addition, Inverness, FL Modera Financial Planners has over five locations throughout the East Coast.

221 West Main Street
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

Riverwalk Wealth Advisors

  • Certified Financial Planner (CFP)

Riverwalk Wealth Advisors provides financial planning services in Tampa and the surrounding areas. It assists clients in creating a portfolio and developing a financial strategy that can help them manage their finances. It offers various comprehensive services, including estate transition, wealth management, investment strategies, qualified planning, and risk management solutions. Riverwalk Wealth Advisors also contributes financially and volunteers its time to several local non-profit organizations, including Boys & Girls Clubs of America and Humane Society of Tampa Bay.

1511 North Westshore Boulevard
Tampa, FL 33607

Website

Rutherford Asset Planning

  • Estate Planning

Rutherford Asset Planning is an independent firm serving Tampa and its neighboring communities. It has over 25 years of experience helping clients with wealth management, estate planning, insurance, cash flow, and taxes. Its team of financial advisors provides a holistic and personalized approach to portfolio design and asset allocation. Its CEO, Keith Amburgey, is a Chartered Financial Analyst and Enrolled Agent tax expert. On the side, he provides pro-bono work for veterans in the Building Homes for Heroes organization.

14105 Stilton Street
Tampa, FL 33626

Website

Unique Wealth

Unique Wealth is an independently registered wealth and investment manager located in Tampa. It helps clients build comprehensive financial plans through coordination with their other advisors, including accountants, insurance agents, and estate attorneys. It specializes in wealth management, retirement income distribution, and insurance. Unique Wealth has partnerships with Dynasty Financial Partners, Pershing LLC, and eMoney Advisor. Company vice president John Mosher sits on the board of directors of Copperhead Charities, which raises and donates millions of dollars annually.

732 South Village Circle
Tampa, FL 33606

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