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Laura K. Chiesman

CFP®

Managing Director & Advisor

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Savant Wealth Management

1300 Hwy A1A
Satellite Beach, FL 32937
(321) 773-7773
CONNECT WITH Laura
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Ross H. Cutler

MBA, CFP®, CTFA

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

King Tide Advisors

823 SE Osceola St
Stuart, FL 34994-3586
(772) 233-2052
CONNECT WITH Ross
  • twitter link
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Chad Chubb

CFP®, CSLP®

Founder

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

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

WealthKeel LLC

615 Channelside Drive, Suite 207
Tampa, FL 33602
(267) 590-9533
CONNECT WITH Chad
  • facebook link
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Robert W. Schlitt, Jr.

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Schlitt Investor Services, Inc

1717 Indian River Blvd, Suite 300
Vero Beach, FL 32960
(772) 567-1188

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
  • facebook link
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Yesenia Realejo

CFP®

Wealth Advisor

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

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
  • linkedin link

Marcus Paul Miller

CFP®, MBA

Owner, Financial Planner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Virtual/Remote
Jacksonville, FL 32207
(813) 699-9317
CONNECT WITH Marcus
  • facebook link
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Laura Lynch

CFP® ABFP AAMS CDFA

Founder, CCO, Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Tiny House Adviser LLC

27250 Gill Rd
Myakka City, FL 34251-9068
(575) 200-3891
CONNECT WITH Laura
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Daniel Mesa

CFP®

Managing Partner

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

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

BlackPoint Capital Partners

1200 Brickell Ave, Suite 1950 #1044
Miami, FL 33131
(305) 905-0531
CONNECT WITH Daniel
  • linkedin link

Brian Fricke

CFP®

SVP-Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

Wealth Enhancement Group, 1700 Town Plaza Ct
Winter Springs, FL 32708
+ 1 More Address

Wealth Enhancement Group

1700 Town Plaza Ct
Winter Springs, FL 32708
407-647-7006

Louis Barajas

CFP®, MBA, CEPA, EA

CEO

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

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

International Private Wealth Advisors

55 SW 9th St., #1408
Miami, FL 33130
+ 2 More Addresses

International Private Wealth Advisors

16815 Von Karman Ave Ste 190
Irvine, CA 92606

International Private Wealth Advisors

279 Downs Rd
Tustin, CA 92782
(714) 376-7865

James W. Carr, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

Financial Advisor serving Florida and the surrounding communities.

Wealth Enhancement Group

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 730-3863

Matthew A. McGrath

CFP®

Managing Partner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Evensky & Katz Wealth Management

4000 Ponce De Leon Blvd, Ste 850
Coral Gables, FL 33146
(305) 448-8882

Roger S. Johnson

CFP®

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

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

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714
(407) 869-9800

Iris J. Roth

CFP®, CHFC, AEP

Principal

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Gold Coast Benefits Group, Inc.

2600 Island Blvd, Apt 205
Aventura, FL 33160-5207
(305) 539-0452

Thomas B. Conway

JD CFP® CTFA CIMA

President & Founder

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Connemara Group, LLC

19 N. 5th Street Unit #1100
Fernandina Beach, FL 32034
(301) 321-3600

Donald C. Nestor

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Delta Advisory Services,Inc

102 W Sweetwater Creek Drive
Longwood, FL 32779
(407) 331-9213 x303

Michael E. Williams

CFP®

Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

LPL Financial LLC

2849 Executive Dr, Ste 120
Clearwater, FL 33762
(727) 471-0481

Marcus A. Wooten

CFP®, CLU®, ChFC®

Financial Planner / Member

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting...More

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

Keyes, Stange & Wooten Wealth Management, LLC

1825 Business Park Blvd., Ste E
Daytona Beach, FL 32114
(386) 253-1980

Steven H. Van Wie

CFP®, MBA

Consultant

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Van Wie Financial

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
(904) 685-1505
CONNECT WITH Steven
  • facebook link

Thomas W. Balcom

CFP®, CAIA, MBA

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

1650 Wealth Management, LLC

255 Commercial Blvd, Ste 200
Lauderdale-by-the-Sea, FL 33308
(800) 658-9560

Brian J. Brescia

CPA, CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Trust Asset Management, LLC

515 N Flagler Dr, Ste 1700
West Palm Beach, FL 33401-4026
(561) 472-0191

Glenn Shipley

CFA, CFP®

Senior Vice President

Specialties: Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Northern Trust Company

1515 Ringling Blvd
Sarasota, FL 34236
(941) 329-2707

James R. Sands, Jr.

CFP®, CLU®

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

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

LPL Financial

6150 Diamond Centre Ct, Unit 603
Fort Myers, FL 33912
(239) 333-0033

James A. Stokes

CFP®

President

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

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

Stokes Wealth

3117 Edgewater Drive
Orlando, FL 32804
(877) 843-4200
+1 More Number
(407) 843-4200
CONNECT WITH James
  • linkedin link

Conrad Santiago

CFP®, MSFS

Senior Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, LLC

719 Peachtree Rd, Ste 100
Orlando, FL 32804
(407) 206-7477

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

Matt Chancey

CFP®

CFP

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

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

532 Worthington Dr
Winter Park, FL 32789-5246
(407) 832-0805

Michelle L. Ash

CFP®, RICP®,CASL®

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies LLC

10245 Centurion Pkwy N, Ste 106
Jacksonville, FL 32256
(904) 716-0773
CONNECT WITH Michelle
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