Financial Planners in Florida

David S. Carson

CFP^®, CRPC^®, APMA^®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114

(800) 446-6117

+1 More Number

(386) 763-8225

V. Raymond Ferrara

CFP^®

Chairman/CEO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

ProVise Management Group, LLC

611 Druid Rd E, Ste 105
Clearwater, FL 33756

(800) 633-3049

+1 More Number

(727) 709-6392

Scott Snider

CFP^®, RICP^®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies

10245 Centurion Pkwy N, Suite 106
Jacksonville, FL 32256

(904) 861-0093

CONNECT WITH Scott

Maxine Weiner

CFP^®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Florida and the surrounding communities.

2121 N. Ocean Blvd., 1003E
Boca Raton, FL 33431

(212) 532-4610

Michael L. Ellis, Jr.

CFP^®, CRPC^®

Owner & Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Madden Advisory Services

5200 Belfort Rd., Suite 410
Jacksonville, FL 32256

(904) 296-1127

CONNECT WITH Michael

Matthew Wisehaupt

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Florida and the surrounding communities.

Wisehaupt Bray Asset Management

3399 Pga Blvd, Ste 180
Palm Beach Gardens, FL 33410-2804

(561) 227-5085

CONNECT WITH Matthew

Chad Leatherwood

CFP^®

Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Summit Wealth Partners LLC

15050 Elderberry Lane, Suite 6-1
Fort Myers, FL 33907

12393629077

Edzai Chimedza

CFP^®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324

(954) 424-1660

CONNECT WITH Edzai

Lemar Williams

CFP^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

801 International Pkwy, Ste 500
Lake Mary, FL 32746-4763

CONNECT WITH Lemar

Brian D. Thelen

CFP^®, CFA

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Annuities, Asset Allocation...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

7721 SW 62nd Ave, Ste 201
South Miami, FL 33143-4907

(305) 667-1990 x153

CONNECT WITH Brian

A. Scott White

CFP^®, ChFC, CLU

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Scott White Advisors

1510 Royal Palm Sqr Blvd, Ste 103
Fort Myers, FL 33919

(239) 936-6300

Anthony J. DeBellis

CFP^®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Business...More

Financial Advisor serving Florida and the surrounding communities.

7462 Lawn Tennis Ln
Jacksonville, FL 32277

(904) 607-5990

Mark Brown

CFP^®

President

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

M Brown Financial Advisors

23161 Fashion Drive, #304
Estero, FL 33928

+ 1 More Address

M Brown Financial Advisors

2728 Forgue Drive Suite 100
Naperville, IL 60564

(877) 367-8600

CONNECT WITH Mark

Brad Rosley

CFP^®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Fortune Financial Group, Inc.

3617 Cedar Hammock Ct
Naples, FL 34112-3307

(630) 842-2355

CONNECT WITH Brad

Helen Von Dolteren-Fournier

CFP^®, JD

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

AEGIS Financial Advisors, Inc.

1936 Howell Branch Rd
Winter Park, FL 32792

(407) 539-3939

Mary-Elizabeth W. Lehane

EA, CFP^®

Specialties: Comprehensive Financial Planning, Business Taxes, Asset Allocation, Investment Management,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Mary Elizabeth W. Lehane

13909 Neviano Street
Venice, FL 34293

(941) 244-0573

Katherine L. Hart

CFP^®, AIF^®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Asset Planning Group, Inc.

1450 Madruga Ave, Ste 306A
Coral Gables, FL 33146

(305) 669-5070

Craig S. Lappen

CFP^®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Florida and the surrounding communities.

Twenty-First Century Financial Advisors Inc

5071 SE Burning Tree Cir
Stuart, FL 34997

(888) 646-2100

+1 More Number

(860) 646-2100

Gregory C. Collier, Sr.

CFP^® AIF^® CPFA^®

Investment Management Consultant - RJFS

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Collier Financial Solutions, Inc

2025 W Old Hwy 441
Mount Dora, FL 32757

(352) 385-0073

CONNECT WITH Gregory

Andrew E. Laino

CFP^®, CLU, CLTC

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Laino and Associates Financial Group

1605 Main Street, Suite 1004
Sarasota, FL 34236

(941) 954-8700

Michael Lynch

CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Barnum Financial Group

15050 Elderberry Ln, Ste 4
Fort Myers, FL 33907-8504

(203) 513-6032

Brett D. Horowitz

CFP^®

Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz/Foldes Financial Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146

(305) 448-8882

Glenn J. Downing

CFP^®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

CameronDowning

5200 Blue Lagoon Drive, Suite 830
Miami, FL 33126

(305) 564-3794

CONNECT WITH Glenn

Beth A. Fleming-Brown

CFP^® CLU CRPC

Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Lincoln Financial Advisors

P. O. Box 806
Windermere, FL 34786

(407) 551-4306

Austin A. Frye

JD, MBA, CFP^®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Florida and the surrounding communities.

Frye Financial Center

20900 W Dixie Hwy
Aventura, FL 33180

(305) 931-3200

CATHERINE J. COOPER

CFP^®, CFA

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Azure Financial Advisors

5220 Sand Lake Court
Sarasota, FL 34238

(847) 476-9501

Tiffany M. Beard

CFP^®

Senior Vice President, Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256

(904) 600-5920

CONNECT WITH Tiffany

Harvey I. Bezozi

CPA, CFP^®

Managing Member

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

2255 Glades Road, Suite 324A
Boca Raton, FL 33431

(888) 55-WEALTH

+1 More Number

(561) 208-5600

CONNECT WITH Harvey

Ron Tamayo

CFP^®

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Suite 2025
Orlando, FL 32801

(407) 869-6228

CONNECT WITH Ron

Mary M. Murphy

CFP^®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

LPL Financial

2022 Grove Drive, SUITE A
Naples, FL 34120

(217) 306-5551

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, CRPC®, APMA®

Ameriprise Financial Services, LLC

CFP®

ProVise Management Group, LLC

CFP®, RICP®

Paragon Wealth Strategies

CONNECT WITH Scott

CFP®

CFP®, CRPC®

Madden Advisory Services

CONNECT WITH Michael

CFP®

Wisehaupt Bray Asset Management

CONNECT WITH Matthew

CFP®

Summit Wealth Partners LLC

CFP®

Tobias Financial Advisors, Inc.

CONNECT WITH Edzai

CFP®

CONNECT WITH Lemar

CFP®, CFA

CONNECT WITH Brian

CFP®, ChFC, CLU

Scott White Advisors

CFP®

CFP®

M Brown Financial Advisors

M Brown Financial Advisors

CONNECT WITH Mark

CFP®

Fortune Financial Group, Inc.

CONNECT WITH Brad

CFP®, JD

AEGIS Financial Advisors, Inc.

EA, CFP®

Mary Elizabeth W. Lehane

CFP®, AIF®

Asset Planning Group, Inc.

CFP®

Twenty-First Century Financial Advisors Inc

CFP® AIF® CPFA®

Collier Financial Solutions, Inc

CONNECT WITH Gregory

CFP®, CLU, CLTC

Laino and Associates Financial Group

CFP®

Barnum Financial Group

CFP®

Evensky & Katz/Foldes Financial Wealth Management

CFP®

CameronDowning

CONNECT WITH Glenn

CFP® CLU CRPC

Lincoln Financial Advisors

JD, MBA, CFP®

Frye Financial Center

CFP®, CFA

Azure Financial Advisors

CFP®

Wealth Enhancement Group

CONNECT WITH Tiffany

CPA, CFP®

Harvest Planning & Management, LLC

CONNECT WITH Harvey

CFP®

Moisand Fitzgerald Tamayo, LLC

CONNECT WITH Ron

CFP®

LPL Financial

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CFP^®, CRPC^®, APMA^®

CFP^®

CFP^®, RICP^®

CFP^®

CFP^®, CRPC^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CFA

CFP^®, ChFC, CLU

CFP^®

CFP^®

CFP^®

CFP^®, JD

EA, CFP^®

CFP^®, AIF^®

CFP^®

CFP^® AIF^® CPFA^®

CFP^®, CLU, CLTC

CFP^®

CFP^®

CFP^®

CFP^® CLU CRPC

JD, MBA, CFP^®

CFP^®, CFA

CFP^®

CPA, CFP^®

CFP^®

CFP^®