Financial Advisors
Orlando, FL
Strong Point Financial, Inc. is a comprehensive retirement planning firm in Orlando specializing in "Retirement Elevated" advisory services for affluent individuals and couples. Led by a team of FINRA-registered advisors operating under fiduciary standard, they offer integrated financial planning across retirement income strategy, investment management, tax optimization, healthcare planning, and estate planning—all coordinated through in-house CPAs and legal partners. With $500M+ in assets under management and 25+ years of experience, they provide concierge-style service focused on high-net-worth clients seeking sophisticated, coordinated financial guidance.
Ideal for: High-net-worth individuals and couples nearing or in retirement, business owners planning exits, physicians and executives with complex tax situations, clients seeking coordinated tax and estate planning
Service area: Orlando, FL and surrounding areas; serves clients nationally
Integrated In-House Expertise: Unlike traditional advisory firms, Strong Point Financial houses a complete team of FINRA-registered advisors, CPAs, and legal partners under one roof, ensuring seamless coordination across retirement, tax, estate, and healthcare planning.
100% Fiduciary Standard: All advisors operate under fiduciary obligation, meaning they are legally required to act in clients' best interests rather than earning commissions on products.
Concierge-Style Service: Strong Point Financial deliberately limits their client base to provide personalized, white-glove service and comprehensive five-pillar retirement assessments through their TrueCourse™ Roadmap methodology.
Address: 6052 Turkey Lake Rd #200, Orlando, FL 32819
Phone: (800) 329-8475
Website: spfadvisors.com
Looking for more options?
See more Financial Advisors in Kissimmee →