Financial Advisors
Tampa, FL
Prescott Financial is a boutique financial services firm in Tampa founded by CFP® Benjamin Prescott, specializing in customized financial planning, wealth management, and risk management for executives, business owners, and family offices. The firm provides comprehensive services including financial strategy development, asset allocation analysis, executive benefits programs, and investment management designed to help clients progress toward their financial goals while protecting against life, disability, and estate risks.
Ideal for: Business owners, executives, family offices, high-net-worth individuals seeking comprehensive wealth management
Service area: Tampa, Florida and surrounding areas
Founder-Led Boutique Firm: Founded and led by CFP® Benjamin Prescott with 15+ years in financial services, providing personalized attention and principal-level expertise.
Specialized in Executives & Business Owners: Tailors comprehensive financial programs specifically for executives, family offices, and business owners with customized executive benefits planning.
Integrated Approach: Combines financial planning, wealth management, and risk management into one coordinated strategy addressing personal values, goals, and comprehensive family protection.
Address: 111 S Moody Ave, Tampa, FL 33609
Phone: (813) 820-1626
Website: prescottfinancialgroup.com
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