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Ian Aguilar

CFP®

Partner & 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.

Mellen Money Management LLC

1102 A1A N, Suite 206
Ponte Vedra, FL 32082
CONNECT WITH Ian
  • linkedin link

Christian T. Stearns

CFP®

Sustainable, Responsible and Impact (SRI) Financial Advisor

Specialties: Comprehensive Financial Planning

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

Conte Wealth Advisors

2740 Oak Ridge Ct, Ste 304
Fort Myers, FL 33901-9371
(239) 288-4237
CONNECT WITH Christian
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Todd R. Sensing

CFA, CFP®,CEPA,ChSNC

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.

FamilyVest at Farther

4300 Legendary Blvd, Suite 226
Destin, FL 32541
(844) 628-3185
CONNECT WITH Todd
  • facebook link
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Kerri A. Goldsmith

CFP®, CRPS, AIF, CDF

Senior 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
  • twitter link
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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

Matt Sumrall

CFP®, ChFC®, MPAS

Planning Director

Specialties:

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

Holland Financial

700 W Granada Blvd
Ormond Beach, FL 32174
(386) 671-7526

Jose Diego Gonzalez

CFP®, CIMA®, CCFC

Partner | Financial Planner

Specialties:

Financial Advisor serving Florida and the surrounding communities.

CameronDowning Inc.

4610 SW 5th Ter
Coral Gables, FL 33134-1922
(305) 564-3794

Julie Rich

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

5801 Pelican Bay Blvd
Naples, FL 34108
(239) 920-4440

Bennett Jay Gordon

CFP®, CFA, CEPA

Registered Principal

Specialties: Annuities, Asset Allocation, Estate Planning, Investment Management, Irregular Income,...More

Financial Advisor serving Florida and the surrounding communities.

MGR Wealth Management

2600 N. Military Trail, Suite 240
Boca Raton, FL 33431
(561) 918-1972
CONNECT WITH Bennett
  • linkedin link

Richard Yemm

CFP®

Specialties:

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

First Asset Managers

800 20th Pl
Vero Beach, FL 32960
(772) 275-6633

Cole Hedge

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

8120 Lakewood Main St, Ste 201
Lakewood Ranch, FL 34202-5066
(240) 802-5117

Kimberly Lutes

CFP® CLU AAMS

Wealth 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.

Lutes Wealth Planning

4567 25th Ave N
Saint Petersburg, FL 33713-3221
(727) 914-2595
CONNECT WITH Kimberly
  • facebook link
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Russell K. Achzet

CFP®

CEO

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Achzet Family Enterprises, Inc

22341 Kenwood Isle Dr
Bonita Springs, FL 34135
(239) 947-3978

William R. Verhagen

CFP®, CPA, CFS, CLU®

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.

Innovative Financial Solutions, Inc.

4 Concorde Lane, Ste 1
Palm Coast, FL 32137
386-597-2856

Michael H. Agnello

CFP®, MBA

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

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

Agnello Financial Group, Inc.

712 N Olive Ave
West Palm Beach, FL 33401-4015
(561) 833-7080
CONNECT WITH Michael
  • facebook link
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Charlie Fitzgerald, III

CFP®

Principal and Financial Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Moisand Fitzgerald Tamayo LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801-3378
(407) 869-6228
CONNECT WITH Charlie
  • facebook link
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Vijay K. Khetarpal

CFP®, CLU, ChFC, AIF

President & CEO

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.

Integrity Financial Group, LLC

10495 Stonebridge Blvd
Boca Raton, FL 33498-6419

Integrity Financial Group, LLC

9610 Beman Woods Way
Potomac, MD 20854
(888) 922-9454

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

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

John W. Ruark

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Patuxent Financial Planning, LLC

1051 S Riverside Drive
Pompano Beach, FL 33062
(305) 757-5165

Michael A. Bell

CFP®

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

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

1331 E Lafayette St, Ste B
Tallahassee, FL 32301-4767
(850) 562-7526

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

Darin R. Carroll

CFP®, AAMS, BFA

CFP, MSPFP, BFA, AAMS

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

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

MountainTop Financial

92200 Overseas Hwy, Ste 107
Tavernier, FL 33070-2757
(719) 602-8783
CONNECT WITH Darin
  • twitter link
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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) 723-1333

Joseph M. Feldman

CFP®

President

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

Financial Advisor serving Florida and the surrounding communities.

Feldman Wealth Advisory, LLC

105 South Pineapple Avenue
Sarasota, FL 34236
(941) 260-9174

Arlene R. Foreman

CLU®,ChFC®,CFP®,CTFA

owner

Specialties: Estate Planning, Insurance, Life Planning, Long-term Care, Nontraditional Households,...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-7018
(239) 826-4588

Jim Wesolowski

CFP®, CPA

CFP, CPA

Specialties: Comprehensive Financial Planning, Business Taxes, Life Planning, Retirement, Personal Taxes

Financial Advisor serving Florida and the surrounding communities.

J. Wesolowski Financial, LLC

2503 Del Prado Blvd S, Ste 500
Cape Coral, FL 33904
(800) 275-4975
(239) 574-4449

Geoffrey A. Frazier

CFP®, ChFC, CLU

President and CEO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Global Financial Private Client, LLC

6000 Cattleridge Drive, Suite 200
Sarasota, FL 34237
(941) 441-1624
CONNECT WITH Geoffrey
  • linkedin link

Keith E. Downey

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Stronghold Wealth Management

1005 W Cleveland Street
Tampa, FL 33606
(813) 775-7099

Cynthia De Lourdes Alvarez

CFP®

CEO

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

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

Patrimonial Group & OPINIO ALVAREZ Financial Planning Group

8298 NW 21st Street, APT P-6992
Doral, FL 33191
(809) 330-0994