Best Financial Advisors in Tampa

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Florida Financial Advisors logo
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Florida Financial Advisors

Tampa, FL 33609
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Business Description

Florida Financial Advisors is a full-service financial and wealth management firm that helps clients in the Tampa metro area navigate their financial strategies and achieve their investment and retirement goals. Founder Jason Mickool established the firm to specifically meet the financial planning needs of Florida residents using his over 25 years of experience in financial planning. Mickool's team of financial advisors offers personalized consultations in areas such as 401(k) strategies, retirement planning, education planning, and estate planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (136)
Facebook
5.0 / 5 (57)
Yelp
2.5 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail

Price: Free consultation.

SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Tampa, FL

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Doyle Wealth Management Inc. logo
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Doyle Wealth Management Inc.

333 3rd Avenue North, St. Petersburg, FL 33701
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  • Certified Financial Planner (CFP)

Business Description

Doyle Wealth Management Inc. was founded in 2005. It offers independent financial advice from new graduates to pensioners in Tampa. The company provides comprehensive wealth management services, financial planning, and investment strategies to clients who have short-term and long-term goals. Doyle Wealth Management Inc. also offers a partner program where individuals will have access to a portfolio manager, a team of investment professionals, and financial education. The financial advisory group has also been recognized by Forbes as America's Top Wealth Advisors 2016-2018.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Garrison Asset Management logo
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Garrison Asset Management

5323 Bayshore Boulevard, Tampa, FL 33611
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Business Description

Garrison Asset Management is a Tampa-based independent investment management company and registered investment adviser. It was started by Garrison Urette, a CFA charter holder with over three decades of experience in the industry. He specializes in fixed-income portfolios. The company abides by the CFA Institute fiduciary standards when providing financial planning options. In addition, the company assists individuals and small businesses with custom portfolios. Garrison Asset Management is a three-time recipient of the Best of Tampa Award in Financial Advisory.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Modera logo
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Modera

221 West Main Street, Inverness, FL 34450
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  • Estate Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.5 / 5 (94)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Omni Wealth Advisors, Inc logo
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Omni Wealth Advisors, Inc

5401 West Kennedy Boulevard, Tampa, FL 33609
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  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Business Description

Omni Wealth Advisors, Inc., is a financial advisory firm that helps businesses and individuals in Tampa. It also assists families and individuals with wealth accumulation and preservation, estate planning, charitable transfers, and business succession planning services. For business owners, it offers services like banking transaction analysis, business cash flow planning, financial and profit margin analysis, and new opportunity analysis. The firm's president, Brian Hershberger, has 30 years of experience in the business.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Opinicus logo
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Opinicus

3014 West Palmira Avenue, Tampa, FL 33629
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  • Certified Financial Planner (CFP)

Business Description

Opinicus is a Tampa-based financial advisor that serves entrepreneurs, in-demand professionals, affluent multi-generational families, and retirees. It provides strategic financial planning and investment management that capitalize on opportunities for wealth generation. Also available are tax and accounting services, risk management services, and business consulting. Opinicus was founded in 2006 as a portfolio management firm. It currently employs a team of industry-tenured fiduciaries that have served more than 100 affluent families across the country.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
SFG Wealth Advisor logo
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SFG Wealth Advisor

705 West Azeele Street, Tampa, FL 33606
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  • Certified Financial Planner (CFP)

Business Description

SFG Wealth Advisors is a financial planning firm based in Tampa that offers various services, including investment management. This covers various plans such as 401(k), SEP, and 529. Moreover, its team provides tax mitigation and asset protection strategies, and the advisors also conduct investment holding reviews and cash flow analyses. SFG Wealth Advisors' president, B. Don Snyder, is founder Bruce Snyder's son, who joined the company in 2001. He is part of Kingdom Advisors, Financial Planning Association, and the National Christian Foundation's Board of Ambassadors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sickle Hunter Financial Advisors logo
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Sickle Hunter Financial Advisors

1646 West Snow Avenue, Tampa, FL 33606
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  • Certified Financial Planner (CFP)

Business Description

Sickle Hunter Financial Advisors is a Tampa-based firm that assists clients in several areas, including asset management. It utilizes exchange-traded funds to provide diversification in investment portfolios, and its team focuses on researching positions more than trading. Furthermore, the advisors address clients concerns' regarding retirement plans. Sickle Hunter Financial Advisors is headed by Travis Sickle, a CFP and CRPC who educates clients on financial topics such as taxes and retirement plans through his YouTube channel.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sutton Wealth Advisors, Inc. logo
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Sutton Wealth Advisors, Inc.

3708 West Swann Avenue, Tampa, FL 33609
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Sutton Wealth Advisors, Inc., is a financial planning firm serving families, individuals, closely-held corporations, and institutions throughout Tampa. Its consulting and advisory services include tax planning, estate planning, performance reporting, financial plan implementation and updating, and asset allocation and portfolio rebalancing. It also assists business owners with retirement plans and life and disability protection. Founder Edward Sutton has been in the industry since 1984 and is currently serving on the Lion's Eye Institute for Transplant and Research Board of Trustees and Finance Committee.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Harwood Financial Group logo
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The Harwood Financial Group

Tampa, FL 33609
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Business Description

The Harwood Financial Group has been serving the Tampa community with financial advice for almost 15 years. The team of professionals offers investment risk analysis, tax review and analysis, estate planning, financial planning, and retirement strategies as well. The president is a former USAF pilot and officer, wrote the book Investing for Retirement, and has appeared on CNBC and ABC. The firm is also a member of Inc. 5000 and holds an A+ rating with the BBB.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Unique Wealth logo
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Unique Wealth

732 South Village Circle, Tampa, FL 33606
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Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Waller & Wax Advisors Inc. logo
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Waller & Wax Advisors Inc.

100 North Tampa Street, Tampa, FL 33602
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  • Certified Financial Planner (CFP)

Business Description

Waller & Wax Advisors Inc. is a financial advisory firm based in Tampa. The firm helps the community achieve financial independence through various services like portfolio, risk and investment management; wealth management; and significant life event planning. With a proprietary wealth management process, the team of advisors curates personalized roadmaps that match clients' specific needs. Waller & Wax Advisors has over 30 years of experience. President and CEO Jon Wax is a Certified Financial Planner. He founded the company in 2003.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Water Street Wealth Management logo
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Water Street Wealth Management

12191 West Linebaugh Avenue #611, Tampa, FL 33626
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Water Street Wealth Management is an independent financial advising company based in Tampa. Its professionals start with a discovery process to understand a client's goals and motivations. It is followed by a design process where clients are evaluated according to their financial health. With this, the firm also customizes plans according to a client's risk profile and capacity. Afterward, investment portfolios and plans are implemented and modified depending on market volatility and changes. Founder and CFP Jeffrey Schlotterbeck has over 15 years of industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Wealth Advisors of Tampa Bay logo
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Wealth Advisors of Tampa Bay

777 South Harbour Island Boulevard, Tampa, FL 33602
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  • Certified Financial Planner (CFP)

Business Description

Wealth Advisors of Tampa Bay is an independent registered investment advisory firm that serves the Tampa metro. The firm assists families, individuals, and businesses with financial and investment guidance. It offers customized services such as retirement planning, comprehensive wealth management, and estate planning and wealth transfer. The firm also guides clients through its insurance and trust services. The founder of Wealth Advisors of Tampa Bay, Robert Giles, has been active in the financial services industry for more than 35 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Westshore Financial Group logo
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Westshore Financial Group

4200 West Cypress Street, Tampa, FL 33607
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Westshore Financial Group is a locally operated financial planning firm that has been serving the Tampa metro since the mid-1940s. It provides a full range of insurance, investment, and financial services, including planning for retirement income, business growth, and business exits. The boutique firm also offers personal planning, the living balance sheet, and business planning processes that help organize and analyze clients' finances. Westshore Financial Group is an agency of The Guardian Life Insurance Company of America.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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