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

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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

Connect with David
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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810

321-207-9017

Connect with Eric
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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162

352-561-3060

Connect with William
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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162

352-561-3060

Connect with William
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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

Connect with George
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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202

941-500-5122

Connect with Evan
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Steven D. Kurland

360 Financial Firm, LLC

2250 Lucien Way, Suite 200

Maitland, FL 32751

407-636-6333

Connect with Steven
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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

Connect with Mark
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Rick DiBiasio

Latitudes Financial Strategies

120 West 6th Ave
Suite E

Windermere, FL 34786

407-909-1033

Connect with Rick
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Paul Williamson

Paul Williamson and Company

1515 Indian River Blvd. Suite A241

Vero Beach, FL 32960

772-492-8894

Connect with Paul
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Michael Lehman

LPL Financial

3419 Brook Crossing Drive

Brandon, FL 33511

813-305-0411

Connect with Michael
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Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950

941-391-8000

Connect with Michael
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Matthew Lapides

Ethos Private Wealth

1825 Ponce de Leon Boulevard
Suite 567

Coral Gables, FL 33134

305-206-1621

Connect with Matthew
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Mark Kraus

Innovative Financial Solutions

4 Concorde Lane, Suite 1

Palm Coast, FL 32137

386-597-2856

Connect with Mark
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H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

Connect with H.
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John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral Fl & Troy Mi, FL 33914

248-641-4444

Connect with John
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Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

Connect with Jimmy
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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

Connect with Rey
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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

Connect with David
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Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

Connect with Richard
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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606

813-334-6500

Connect with Nathan
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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

Connect with D.
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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610

813-654-4718

Connect with Glenn
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Gar Urette

Garrison Asset Management, Inc.

5323 Bayshore Blvd
Suite A

Tampa, FL 33611

813-598-1777

Connect with Gar
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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256

904-398-2075

Connect with Edward
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David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

Connect with David
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Kevin Kroskey

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109

239-778-0707

Connect with Kevin
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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

Connect with Jason
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Andrew Gentile

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458

561-623-5492

Connect with Andrew
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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211

904-725-0556

Connect with Andy
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Al Osgood, CFP®, MBA

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

Connect with Al

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?