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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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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

1234 Airport Rd, Ste 121
Destin, FL 32541-2925
18509900618
CONNECT WITH Mark
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Charles G. Alkire

CFP®

President

Specialties: Estate Planning, Retirement, Long-term Care

Financial Advisor serving Florida and the surrounding communities.

PO Box 1330
Osprey, FL 34229
(941) 922-2852

Franklin G. Gay, IV

CFP®, EA

Wealth Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Plantation, FL 33324
(954) 424-1660
CONNECT WITH Franklin
  • linkedin link

Alexis Hongamen

CFP®, CRPC®

Principal

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Total Financial Planning, LLC

1120 Bella Vida Blvd
Orlando, FL 32828-6758
(407) 729-8516
CONNECT WITH Alexis
  • linkedin link

Devon Banning

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Moran Wealth Management

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

Diahann W. Lassus

MBA, CFP®

Owner

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Lassus Consulting LLC

227 40th Ave S
Jacksonville Beach, FL 32250
(908) 313-0530

Scott Townsend

CFP®

Associate Advisor

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

John G. Ullman & Associates

11109 Battery Park Place
Bradenton, FL 34211
(207) 542-0760
CONNECT WITH Scott
  • linkedin link

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

Stephen Ostrofsky

CFP®

Founder

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

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

True North Financial Advisors

1301 North Congress Avenue, Suite 430
Boynton Beach, FL 33426
(855) 377-7526
(561) 447-8500
CONNECT WITH Stephen
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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

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

Charles R. Kalb

CFP®

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

Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financal Advisors

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 421-7526

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
(860) 646-2100

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

Andrew T. Ames

CFP®, CPA

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

Financial Advisor serving Florida and the surrounding communities.

Hackney, Ames & Company, PA, CPA's

128 W Oak St
Arcadia, FL 34266
(863) 494-6495 x203

Chad C. Shoultz

CFP®

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Planning & Management

728 Kiwi Ct
Indialantic, FL 32903

Cheryl B. Bott

CFP®

Adviser

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Prosper Financial Advisers

9455 Koger Blvd. #102
St. Petersburg, FL 33702
(727) 823-3801

Carl F. Nicolosi

CFP®

CFP(R)

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

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

PAMG Advisors

14311 Metropolis Ave, Ste 205
Fort Myers, FL 33912
(877) 768-7007
(239) 768-7007

Scott R. Schatzle

CFP®

Financial Planner

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

Financial Advisor serving Florida and the surrounding communities.

Mutual Trust Advisory Group

9480 Corkscrew Palms Cir, Ste #3
Estero, FL 33928
(239) 898-1534

Randall Woolley

CFP®, APMA®

Private 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.

Ameriprise Financial Services, LLC

241 NE 4th St, Suite B
Delray Beach, FL 33444

Ameriprise Financial Services, LLC

3701 Corporate Pkwy
Center Valley, PA 18034-8230
844.978.8850
CONNECT WITH Randall
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Michael Hoeflich

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, LLC

5101 N 12th Ave, Ste A
Pensacola, FL 32504
(850) 476-5773
CONNECT WITH Michael
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Hubert A. Ross

CFP®, CPWA®, ChFC®

Wealth Advisor

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

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

Polaris Wealth Management LLC

151 Regions Way, Ste 2C
Destin, FL 32541
(850) 502-2440

Taylor M. Gang

CFP®, AIF®

Principal

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

Fee Only 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

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

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
  • linkedin link

Brian D. Haehl

CFP®, ChFC,

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.

Seven Sages Financial Strategies

15950 Grassland Ln, Unit 2624
Punta Gorda, FL 33982-5470
(812) 924-7677

Joseph H. Littky

CFP®, CDFA™

President

Specialties:

Fee Only Financial Advisor serving Florida and the surrounding communities.

Blue Line Capital Advisors

4145 Faraday Way
Palm Beach Gardens, FL 33418-6059
(561) 385-4131

Nicholas Chlumsky

CFP®, CRPC®

First Vice President - Investment Officer

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

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

12140 Carissa Commerce Ct, Suite 100
Fort Myers, FL 33966
(239) 479-7979

John M. West, III

MBA, CFP®

Advisor / COO / CCO

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

Fee Only Financial Advisor serving Florida and the surrounding communities.

Spraker West Wealth Management, Inc.

334 West Morse Blvd.
Winter Park, FL 32789
(407) 478-7899