Nelson Financial Planning

Nelson Financial Planning is a family-owned, fully independent financial planning firm in Winter Park serving the Orlando area for 40 years. Led by Certified Financial Fiduciaries including CFP® professionals, they provide comprehensive retirement income planning, wealth management, legacy planning, tax saving strategies, and investment management—all integrated into personalized financial plans rather than generic reports. They offer free initial consultations and charge fees typically 25% less than competitors, with a focus on proactive client communication and actively managed investments the team personally owns.