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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
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Michael C. Cummings

CFP®

Financial 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.

Cummings Wealth Management

759 SW Federal Highway STE 212
Stuart, FL 34994
(772) 222-0010
CONNECT WITH Michael
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David M. Brown

CFP®, ChFC®

Financial 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.

Spectrum Planning Group

301 NE 51st St, Ste 2150
Boca Raton, FL 33431
(800) 545-1520
(561) 982-0001

Mace Barry Tamse

CFP®, JD, CIMA, CMFC

First Vice President

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise

5200 Town center Cir, Ste 600
Boca Raton, FL 33486

Ameriprise

3450 S Ocean Blvd
Highland Beach, FL 33487
(561) 226-5826

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

Soren T. Christensen

CFP®, CIMA®, ChFC®

Founder & Chief Planning Officer

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

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

Advanced Wealth Advisors

4099 Tamiami Trail N, Suite 402
Naples, FL 34103
(239) 455-1100

Mark S. Dutram

CFP®, CPWA®, AEP®

Wealth Advisor

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

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

Bayview Private Wealth

4476 Legendary Dr, Ste 201
Destin, FL 32541-5347
(850) 990-0618
CONNECT WITH Mark
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Curtis S. Francisco

CFP®, AIF®

Founder and CEO

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

Financial Advisor serving Florida and the surrounding communities.

Asset Advisory Services, Inc.

2141 Alternate A1A S, Ste 310
Jupiter, FL 33477
(888) 747-9550
(561) 747-9550

Ulrike Bittenbinder

CFP®

Owner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Sapphire Wealth Consulting, Inc.

125 Sawbill Palm DR
Ponte Vedra Beach, FL 32082
(904) 728-2769

Carl A. Watkins

CFP®, CDFA. AIF

Wealth Advisor Director

Specialties:

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

Allegiant Private Advisors

240 S Pineapple Avenue, Suite 200
Sarasota, FL 34236
(941) 365-3745

Rachael Grattan

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Team Hewins

4400 Biscayne Blvd, Suite 514
Miami, FL 33137

Team Hewins

2255 Glades Road
Boca Raton, FL 33431
CONNECT WITH Rachael
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Michael J. Searcy

CFP®, ChFC, AIFA®

President & CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Searcy Financial Services, Inc.

4851 Tamiami Trail North, Suite 200
Naples, FL 34103
(913) 814-3800
CONNECT WITH Michael
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Jubin Keyvan

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Javelin Enterprises/Profitable Financial Strategies

4613 N. University Dr, #372
Coral Springs, FL 33067
(954) 748-0708

Dale Russell

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Gallo & Russell

3188 Suntree Blvd
Rockledge, FL 32955
(321) 242-8200

Bob Rall

CFP®

President

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.

Rall Capital Management, Inc.

573 Barnes Blvd, Suite 103
Rockledge, FL 32955
(321) 452-1251
CONNECT WITH Bob
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Patricia L. Currey

CFP®, CEBS

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Currey Financial Consulting, LLC

1555 NE Ocean Blvd N-308
Stuart, FL 34996
(410) 956-0655

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

Richard E. Krichbaum

CFP®

President

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

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

Marquis Wealth Management Group

6216 Whiskey Creek Dr, Suite A
Fort Myers, FL 33919
(239) 823-5490

Barbara M. O'Neill

CFP®, CRPC, CFEd

Professor

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Rutgers University

6695 SW 94th Circle
Ocala, FL 34481
(973) 903-7869

William T. Ade

CFP®

Private Wealth Advisor

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

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

Ameriprise Financial Services, LLC

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 421-7557

Claudia L. Sachs

CFP®, CTP, CFSA

Financial Planner

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.

Private Wealth Management & Consulting, LLC

PO Box 3317
Tallahassee, FL 32315-3317
(850) 212-8509
CONNECT WITH Claudia
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Larry Breen

CFP®, CLU, ChFC

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.

Breen Financial Management, Inc.

1515 International Pkwy, Suite 1019
Lake Mary, FL 32746
(407) 712-6780
CONNECT WITH Larry
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Kirk Barr Young

CFP®, ChFC, CLU

Managing Member

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

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

BARR Financial Services, LLC

2160 N Park Ave
Winter Park, FL 32789
(407) 622-0018

Chad C. Shoultz

CFP®

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

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

Financial Planning & Management

728 Kiwi Ct
Indialantic, FL 32903

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

Matthew J. Dernis

CFP®

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

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

Dernis Financial

12 SE 7th Street, Suite 601
Ft Lauderdale, FL 33301
(954) 306-6543

Warland A. Griffith, III

CFP®

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

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

Ready for Next Advisory Group, LLC

11320 SW 99th Ct
Miami, FL 33176
(305) 238-8511

Dena M. Minning

CFP®, CFA

Portfolio Manager

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Personal Asset Management

5462 Central Ave
St Petersburg, FL 33707
(727) 360-4499

Philip Herzberg

CFP®, CTFA, AEP®

Client Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

The Lubitz Financial Group

9350 S Dixie Hwy, Ste 1500
Miami, FL 33156
(305) 670-4440
CONNECT WITH Philip
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David J. Blount

CFP®

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

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

Investment & Insurance Planning Services, LLC

261 Plaza Dr. Suite B
Oviedo, FL 32765
(407) 719-0940
CONNECT WITH David
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