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Best Financial Advisors in Tampa

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Atlantic Coast Financial Advisors Inc. logo

Atlantic Coast Financial Advisors Inc.

Tampa, FL 33629
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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.

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Brightwater Advisory, LLC logo

Brightwater Advisory, LLC

Tampa, FL 33609
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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.

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Caliber Wealth Advisory logo

Caliber Wealth Advisory

Tampa, FL 33609
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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.

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Cassedy Financial Group, Inc. logo

Cassedy Financial Group, Inc.

Tampa, FL 33606
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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.

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Doyle Wealth Management Inc. logo

Doyle Wealth Management Inc.

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

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.

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FirsTrust logo

FirsTrust

Tampa, FL 33607
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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.

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Garrison Asset Management logo

Garrison Asset Management

5323 Bayshore Boulevard, Tampa, FL 33611
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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.

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Heritage Investment Group logo

Heritage Investment Group

Tampa, FL 33606
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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.

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Karp and Associates logo

Karp and Associates

Tampa, FL 33614
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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.

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KASE Wealth Advisors logo

KASE Wealth Advisors

Tampa, FL 33602
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  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • 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.

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Klaus Financial Group logo

Klaus Financial Group

Tampa, FL 33607
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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.

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M2 Financial Advisors Group of Raymond James logo

M2 Financial Advisors Group of Raymond James

Tampa, FL 33602
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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.

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Mintco Financial logo

Mintco Financial

Tampa, FL 33624
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Mintco Financial is an independent wealth management firm that focuses on retirement and estate planning. The firm's main office is in Tampa. The firm's retirement planning options include annuities, investments, 401(k) rollovers, IRA rollovers, and Medicare optimization. Retirees should also invest in insurance policies to manage their risk. They have life insurance analysis services. If a client's current policy isn't covering them adequately, the firm can offer alternative policy options. They stand out with unique services like Medicare assistance as well as a comprehensive scope of practice.

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Modera logo

Modera

221 West Main Street, Inverness, FL 34450
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  • 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.

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Omni Wealth Advisors, Inc logo

Omni Wealth Advisors, Inc

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

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.

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Opinicus logo

Opinicus

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

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.

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Palestra Financial logo

Palestra Financial

Tampa, FL 33607
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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.

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Private Wealth Group LLC logo

Private Wealth Group LLC

Tampa, FL 33602
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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.

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Provident Wealth Management Group logo

Provident Wealth Management Group

Tampa, FL 33607
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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.

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RLA Financial logo

RLA Financial

Tampa, FL 33606
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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.

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Schoeppler Wealth Group logo

Schoeppler Wealth Group

420 S Cedar Ave, Tampa, FL 33606
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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.

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SFG Wealth Advisor logo

SFG Wealth Advisor

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

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.

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Sickle Hunter Financial Advisors logo

Sickle Hunter Financial Advisors

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

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.

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Success Wealth Management logo

Success Wealth Management

Tampa, FL 33607
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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.

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Sutton Wealth Advisors, Inc. logo

Sutton Wealth Advisors, Inc.

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

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.

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The Harwood Financial Group logo

The Harwood Financial Group

Tampa, FL 33609
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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.

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Unique Wealth logo

Unique Wealth

732 South Village Circle, Tampa, FL 33606
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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.

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Waddell & Reed logo

Waddell & Reed

Tampa, FL 33607
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Waddell & Reed offers financial advice to the Tampa area. Clients hire the group for help with short and long-term goals via investment management, retirement and estate planning, risk management, and small business services. The financial advisor in Tampa has been working in the field for over 30 years, holds Series 7, 63, and 66 licenses, and has assisted individuals, families, small business, and large corporations. Waddell & Reed was first founded in 1937.

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Waller & Wax Advisors Inc. logo

Waller & Wax Advisors Inc.

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

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.

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Water Street Wealth Management logo

Water Street Wealth Management

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

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.

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Wealth Advisors of Tampa Bay logo

Wealth Advisors of Tampa Bay

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

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.

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Westchase Financial Planning logo

Westchase Financial Planning

Tampa, FL 33626
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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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Westshore Financial Group logo

Westshore Financial Group

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

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A:  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.

Q: Can my financial planner help with taxes?

A: 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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