Laurels

Best Financial
Advisors
in Tampa
2020

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.

Modera Wealth Management FEATURED Expertise

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

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.

Cassedy Financial Group, Inc.

Cassedy Financial Group is an independent financial consulting firm with over 22 years of experience. The firm's office is in Tampa. For individuals, the firm manages cash, IRAs, pensions, profit sharing plans, and other defined contribution accounts. There are also investment advisory services and optional fee-based management. Clients receive combined financial planning and long-term investment planning. For corporations, services include cash management, SEP accounts, profit sharing plans, 401(k) accounts, short term cash management, long term investment planning, and retirement planning education resources for employees. The firm's products include treasury securities, mutual funds, corporate and municipal bonds, and stocks.

Tampa, FL 33606

Website

Doyle Wealth Management Inc.

Doyle Wealth Management Inc. brings decades of combined experience in financial planning to St. Petersburg clients. The fee-only Registered Investment Adviser employs a team Certified Financial Planners, Certified Public Accountants, and Chartered Financial Analysts who provide equity strategies, retirement planning, and financial planning for short as well as long-term goals. The group is also involved in giving back to the community and local nonprofits.

Saint Petersburg, FL 33701

Website

FirsTrust

FirsTrust has been providing financial, retirement, investment, estate, and tax services to the Tampa area for over 20 years. Every advisor at the firm has at least 20 years of experience, a specialist certification, and/or an advanced degree. The wealth management services cover retirement planning, estate planning, asset management, tax planning, cash management, and risk management. The investment management process involves assigning goals, creating a policy statement, structuring a portfolio, monitoring and reporting, and adjusting as needed. They take the time to understand each client's specific needs and pair them with the correct financial plan.

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.

Graham Capital Advisors

Graham Capital Advisors offers financial planning advice in Tampa. The team aims to provide personalized services depending on each client's situation, and individuals, as well as business owners, hire the group for wealth preservation, estate planning, wealth management, retirement planning, and private funds through Regis Equity Partners, LLC. The founder is a Certified Estate Planner and a Million Dollar Round Table “Top of the Table” qualifier as well.

Heritage Investment Group

Heritage Investment Group has been advising high net worth clients since 1993. Typical clients include qualified plans, charitable foundations, families, and individuals. The independent firm has offices in Pompano Beach and Tampa. The company combines investment strategy with financial planning to help clients achieve long-term financial independence. In addition, the firm offers ongoing portfolio management and risk analysis. Heritage creates custom cash flow solutions for individuals, businesses, and institutions. They also help with retirement, estate, and trust planning. Their greatest strength is that they collaborate with each client's tax professionals to create tax management solutions and efficient tax reporting strategies.

Tampa, FL 33606

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.

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

Lawrence Financial Planning

Lawrence Financial Planning is a financial planning firm located in Tampa. The firm provides a variety of financial services for individuals. For clients with newly found wealth clients, the firm can help with distribution advice, stock option reviews, and financial strategies. Other individual clients receive financial plans based on their long-term goals. These address investment strategies, tax planning, retirement planning, college planning, budgeting, and estate planning strategies. In addition, the firm holds free monthly workshops to educate the community. They help clients learn to face the unique financial challenges that come with divorce, set new goals, and take action.

M2 Financial Advisors Group of Raymond James

M2 Financial Advisors Group of Raymond James handles financial advice in Tampa and is backed by over 55 years of combined experience. Services include alternative investments, education planning, financial planning, investment solutions, longevity planning, portfolio management, retirement planning, and risk management. Clients have access to licensed insurance providers and a CFP as well as a ChFC, CLU, and a Chartered Advisor for Senior Living who is also a member of the Raymond James' Chairman's Council.

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

Prosperity Wealth Advisors, Inc.

Prosperity Wealth Advisors, Inc. is a Tampa financial advisory firm. The group specializes in helping clients who are going through major life transitions via guidance from Accredited Investment Fiduciaries who offer wealth management, business planning, risk management, insurance, and investment strategies. Potential clients can check the firm on BrokerCheck, and the team includes advisors who are designated as CRPC, AWMA, RFC, CSCP, CFA, and CFP.

Provident Wealth Management Group

Provident Wealth Management Group is an independent advisory firm in Tampa. The firm provides a wide range of wealth management services including college funding, plans for getting married, plans for having children, help buying a home, retirement planning, estate strategies, late retirement plans, retirement income strategies, lifestyle maintenance strategies, coping financially after the loss of a spouse, extended care options, and legacy planning. The company helps clients achieve their goals through customized investment portfolio solutions as well as several insurance options available. They're an independent broker agency, so clients are limited on their options.

RLA Financial

RLA Financial is a firm based in Tampa financial services firm that helps clients reach their goals. Clients first receive asset allocation strategies, which use investment opportunities to meet long term goals. The firm then manages and adjusts the constructed portfolio. Business owners can receive consultations regarding their employee retirement plans, insurance policies, succession plans, and key man insurance options. The firm can also facilitate buy and sell agreements for businesses with multiple owners. Nonprofit organizations benefit from the firm's 403(b) plan management. Overall, the company's primary goal is to help clients with asset growth.

Tampa, FL 33606

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

Schoeppler Wealth Group

Schoeppler Wealth Group is a financial advisor located in Tampa, Florida, with over two decades of experience. It offers retirement planning and plan distribution, estate planning, wealth preservation, and investment strategies. It focuses on helping people cover essentials and preparing for unexpected events as well as leave behind a financial legacy. The company also participates in multiple community events and partners with charities. Schoeppler Wealth Group offers help calculating net worth and educational savings.

420 S Cedar Ave
Tampa, FL 33606

Website

Success Wealth Management

Success Wealth Management is a financial planning and wealth management firm based in Tampa. The company serves a select group of clients throughout the nation. Business owners and professionals in the Tampa area have used the firm's comprehensive financial planning services for nearly two decades. The firm's financial advisor has received the Certified Financial Planner designation. In addition, every advisor has the Accredited Investment Fiduciary certification, which means they act in the interests of the client alone. They can provide a comprehensive approach to financial wellness through financial planning, retirement planning, small business planning, and college planning.

Sutton Wealth Advisors, Inc.

Sutton Wealth Advisors, Inc. is a Tampa financial planning group with decades of practice in the field. The independent investment advisory firm is registered with the SEC and offers income planning, tax planning and strategies, estate planning, insurance, asset protection, investments from mutual funds to ETFs, and portfolio management. Clients can check the firm via FINRA's BrokerCheck, and the firm has a broker/dealer relationship with Securities Service Network, Inc. as well.

Tampa, FL 33609

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.

Waller & Wax Advisors Inc.

Waller & Wax Advisors is a wealth management firm with a focus on investment management and planning for significant life events. The firm can help clients plan for things like going to college, having children, starting a business, finalizing a divorce, or coping with loss after a loved one passes away. In addition, the wealth management team works with a client's existing accountants, attorneys, insurance professionals, and anyone else involved in their finances. Each client receives a comprehensive plan to manage their wealth through strategic investments. They craft investment and financial plans based on the client's objectives and risk tolerance.

Tampa, FL 33602

Website

Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay is a financial services firm serving individuals, families, and businesses in the Tampa Bay area. The firm's financial advisors have over 100 years of total combined experience. There are a variety of services offered including comprehensive wealth management, retirement planning, investment management, financial planning for key life events, insurance services, estate planning, wealth transfer strategies, trust services, and management services for foundations and endowments. The firm recommends managing estate affairs early, so clients can have peace of mind about their future legacy and family's wellbeing.

Wealth Solution Partners of Raymond James

Wealth Solution Partners of Raymond James is a financial advisory service located in Tampa. This firm assists with a range of financial concerns including standard financial planning, portfolio management, education planning, and life insurance planning. It helps clients structure long term care as well as corporate and standard retirement planning and wealth transfer. Risk management services help clients to plan for contingencies. Clients receive advice on investment decisions and assistance with resolving issues that may threaten their financial solvency.

1101 W Swann Ave
Tampa, FL 33606

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.

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