Financial Advisors
Tampa, FL
Kingsbury Financial Advisors is an independent, fiduciary-driven financial planning firm based in Tampa, founded by Sefton Barnes. They provide comprehensive financial planning, wealth management, advanced tax strategies, and business owner services to clients across the U.S. With roots in employer benefits and experience serving over 300 households, they specialize in creating personalized, tax-efficient strategies aligned with clients' lifestyle goals and family values.
Ideal for: Business owners, high-net-worth individuals, families with complex wealth planning needs, those seeking tax-efficient investment strategies
Service area: Tampa, Florida and nationwide
Fiduciary Standard: Operates under fiduciary obligation, legally required to act in clients' best interests at all times.
Specialized Business Owner Services: Dedicated solutions for business owners, leveraging founder Sefton's experience with employer benefits and business planning.
Tax-Efficient Planning: Proactive advanced tax strategies designed to minimize capital gains and tax exposure across portfolios.
Address: 3104 N Armenia Ave #2, Tampa, FL 33607
Phone: (813) 725-4202
Website: kingsburyfa.com
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