Find the right advisors to meet your financial planning needs in Florida

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Florida that can fulfill your requirements.

List of Qualified
Financial Planners in Florida


Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa, FL 33609

813 7709864

Connect with Armand

D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772 3349592

Connect with D.

George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321 2496670

Connect with George

H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904 2967526

Connect with H.

Huston Lorenzo

Snowden Lane Partners

1 Alhambra Plaza
Suite 1130

Coral Gables, FL 33134

305 9688081

Connect with Huston

Joseph J Mastroianni

365 Wealth Partners

304 W Venice Ave., Ste 205

Venice, FL 34285

941 7863319

Connect with Joseph

Leslie Baker

JW Cole Financial

4075 Country Road 106

Oxford, FL 34484

352 3992980

Connect with Leslie

Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511

813 3050411

Connect with Michael

Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321 2809081

Connect with Rey

Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407 6226669

Connect with Richard

Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941 9249300

Connect with Al

Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751

407 4222423

Connect with Anthony

David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386 7938981

Connect with David

Dwight Pendola

Horizon Wealth Advisors

9040 Town Center Parkway

Lakewood Ranch, FL 34202

910 3520751

Connect with Dwight

Jimmy Gonzalez

Anthem Advisors

2600 Douglas Rd.
STE 1104

Coral Gables, FL 33134

305 4823002

Connect with Jimmy

John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral, FL 33914

248 6414444

Connect with John

Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor

Miami, FL 33130

786 4751280

Connect with Charles

David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Boca Raton, FL 33434

561 2884011

Connect with David

Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 230

Orlando, FL 32810

321 2079017

Connect with Eric

Glynis Banhan

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786 2883439

Connect with Glynis

Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239 3021715

Connect with Jason

Nathan Helms

LPL Financial

1001 S Macdill Ave
Suite 700

Tampa, FL 33629

813 3346500

Connect with Nathan

Ali Zafar

Morgan Stanley

4855 Technology Way, Suite 600

Boca Raton, FL 33431

561 3931829

Connect with Ali

David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941 7395006

Connect with David

McDonough Capital Management

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819

407 2489647

Connect with McDonough

King Tide Advisors

King Tide Advisors

3441 SW Rivers End Way

Palm City, FL 34990

772 2332052

Connect with King

Severin Investments, LLC

Severin Investments, LLC

28100 US 19 North
Suite 311

Clearwater, FL 33761

727 2045911

Connect with Severin

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