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Stephen O. Wright

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Congress Wealth Management

9455 South Dadeland blvd, Suite 1212
Miami, FL 33156
(305) 274-1600

Christopher S. Draughon

CFP®

Director of Financial Planning

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

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

First Coast Wealth Advisors, LLC

400 N Ponce de Leon Blvd
St. Augustine, FL 32084
(904) 824-4349

Michael J. Tringali

CPA/PFS, CFP®

President

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Michael J. Tringali, P.A.

3760 N. Palomino Terrace
Beverly Hills, FL 34465
(352) 527-3465

Jodi B. Perez

CFP®

Partner IFS / Senior Financial Advisor, 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.

Independent Financial Services

20635 Amberfield Dr, Ste 102
Land O' Lakes, FL 34638
(888) 811-1817
(813) 908-2701
CONNECT WITH Jodi
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Adam D. Van Wie

CFP®

Financial Planner

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

CFP®, MPAS®, AWMA®,

Founder/Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Utopia Wealth Management, LLC

6810 N. State Rd. 7
Coconut Creek, FL 33073
(754) 264-4778

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

One Daytona Blvd, Ste 270
Daytona Beach, FL 32114
(800) 446-6117
(386) 760-2000

Stephen Taylor

JD, CFP®

Managing 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.

Stephen A. Taylor Wealth Management

1666 79th StreetCauseway, Suite 501
North Bay Village, FL 33141
(305) 722-0091
CONNECT WITH Stephen
  • facebook link
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Joseph F. Bert

CFP®, AIF®

CEO

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

Financial Advisor serving Florida and the surrounding communities.

Certified Financial Group

1111 Douglas Ave
Altamonte Springs, FL 32714-5214
(800) 393-9900
(407) 869-9800

Louis J. Macloskey

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Financial Planning Investment Group

1615 Forum Pl, Ste 1A
West Palm Beach, FL 33401-2390
(561) 689-5724

Kerri A. Goldsmith

CFP®, CRPS®, AIF®

Financial 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.

HBKS Wealth Advisors

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907
(866) 479-5522
(239) 433-7533
CONNECT WITH Kerri
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Timothy FitzGerald

CFP®

Financial Planner

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

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

1000 Corporate Drive, Suite 700
Fort Lauderdale, FL 33334
(954) 513-8566

Daniel Elie

CFP®, LLM, MBA

Wealth Advisor

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.

EisnerAmper Wealth Management & Corporate Benefits

1001 Brickell Bay Dr. #1400
Miami, FL 33131
(786) 866-3599

Joseph P. Walsh

CFP®, CFA, CTFA, CPW

CEO and Wealth Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Walsh & Associates

2350 Fruitville Rd, Ste 201
Sarasota, FL 34237

Walsh & Associates

444 E Hillcrest Dr Ste 230
Dekalb, IL 60115
(941) 952-1188

Thomas Schneberger

CFP®

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

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

Prometheus Capital Management

6002 Lake Paddock Circle
Parrish, FL 34219

Prometheus Capital Management

30 South Main St
Yardley, PA 19067

Prometheus Capital Management

1205 Beach Ave
Cape May, NJ 08204
(610) 506-9690

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

220 Alhambra Circle
Coral Gables, FL 33134
(305) 322-5072

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®

Founding Advisor

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
  • facebook link
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Mari B. Adam

MBA, CFP®, CRPC®

Senior Client Advisor, former Founder/President, Adam Financial Associates

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

Financial Advisor serving Florida and the surrounding communities.

Adam Financial Associates,/Now Mercer Advisors, Boca Raton FL Office

2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
(561) 417-0001
CONNECT WITH Mari
  • facebook link
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Donald L. Haisman

CFP®

President

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

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

Haisman Wealth Management, Inc.

6830 Porto Fino Cir, #1, Ste 1
Fort Myers, FL 33912
(800) 724-1288
(239) 939-3235

Bruce W. Haltinner

CFP®

First Vice President - Investment Officer

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

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

4242 South Tamiami Trail
Venice, FL 34293
(866) 408-8797
(941) 492-3304

Daniel B. Goldberg

CFP®, ChFC, CLU

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

Financial Advisor serving Florida and the surrounding communities.

DBG Financial Group, Inc.

17852 US Highway 41 N
Lutz, FL 33549-4502
(888) 249-8649
(813) 961-7940

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

Sandra G. Stone

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

7709 Coral Colony Way
Lake Worth, FL 33467-6961
(954) 309-0150

John G. Espinosa

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

The John G. Espinosa Financial Group LLC

Po Box 162115
Miami, FL 33116
(305) 448-2020

Jonathan N. Castle

MSFS, CFP®

Managing Partner, Chief Investment Officer

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Paragon Wealth Strategies, LLC

10245 Centurion Pkwy N, Suite 106
Jacksonville, FL 32256
(904) 861-0093
CONNECT WITH Jonathan
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Dave Brooks

MS,CFP®,ChFC®,CLU®

District Advisor

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

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

First Command Financial Planning

1120 N Eglin Pkwy
Shalimar, FL 32579
(850) 613-6990

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
(407) 843-4200
CONNECT WITH James
  • linkedin link

Katarzyna A. Marczyk

CFP®, CRPC®, CDFA®

Independent Financial Advisor

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

Financial Advisor serving Florida and the surrounding communities.

Anchor Wealth Management Group LLC

120 S. Olive Ave suite 400
West Palm Beach, FL 33401
(561) 228-8688

Harvey I. Bezozi

CPA, CFP®

Managing Member

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Harvest Planning & Management, LLC

22174 Bella Lago Dr, Ste 510
Boca Raton, FL 33433
(888) 55-WEALTH
(561) 929-1288