Areas served: Kissimmee, FL and surrounding Osceola County
Kissimmee's financial advisory landscape serves a diverse community that includes retirees, Disney-area hospitality workers, and growing families seeking wealth management guidance. The area's advisors range from independent fiduciaries specializing in retirement planning to multi-service firms offering investment management, estate planning, and tax coordination. This directory provides detailed profiles of local financial advisors, including their credentials, fee structures, services offered, and areas of specialization to help residents make informed decisions about their financial futures.
Siler Wealth Management is an independent financial advisory firm serving central Florida clients from their Longwood office. They provide comprehensive wealth management, investment management, and financial planning services tailored to individuals and families. The team focuses on helping clients build and preserve wealth through personalized strategies and ongoing portfolio management.
Guided Financial Advisors is an independent financial advisory firm based in downtown Orlando specializing in comprehensive financial planning and investment management for individuals and families. The firm offers personalized guidance on retirement planning, investment strategies, tax efficiency, and wealth management, working closely with clients to align their financial goals with tailored solutions. Their fee-only approach ensures transparent, unbiased advice focused solely on client interests.
JP Law and Wealth Advisors PLLC combines legal expertise with financial advisory services under one roof in Maitland. Founded by Attorney Laurore B. Jean-Pierre, Esq., a licensed financial advisor, the firm offers comprehensive financial planning, investment consulting, estate planning, and business law services tailored to help clients build and protect wealth. Their unique dual-expertise approach integrates stock market investing strategies with asset protection trusts and estate planning tools, serving clients throughout Florida both locally and virtually.
Burgos & Brein Wealth Management is an independent wealth management firm with 16 years of specialized experience serving clients in Orlando and surrounding areas. They specialize in Veterans' Aid & Attendance benefits, Medicaid planning, long-term care planning, retirement planning, asset protection, Medicare planning, and investment planning. Their team focuses on helping clients protect and grow their wealth across generations while navigating complex planning needs like VA claims processing and long-term care costs.
Lakeshore Advisors is an independent registered investment advisor (RIA) based in Winter Park, Florida, serving individuals, families, business owners, and nonprofits across the U.S. and internationally. The firm provides comprehensive financial planning, investment management, retirement planning, tax advisement, education planning, insurance reviews, charitable giving strategies, and cash management services. Led by CFP-certified principals with experience from top-tier firms like Fidelity and PNC Private Bank, Lakeshore Advisors operates on a fee-only basis with fiduciary responsibility, ensuring their interests are aligned with clients' goals rather than transaction commissions.
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.
The LifeWealth Group, led by Hilgardt Lamprecht, is a financial advisory firm specializing in retirement planning and wealth management for Central Florida families and retirees. With over 24 years of experience, they guide clients through comprehensive financial planning covering income, investments, healthcare, and legacy planning using their proprietary IMPACT Map process. Their approach focuses on helping clients achieve financial freedom and build sustainable retirement futures tailored to individual goals.
Ogden Wealth LLC is an independent financial advisory firm based in Maitland specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors, they provide personalized financial strategies tailored to each client's goals, whether building wealth, planning for retirement, or managing complex portfolios. The firm is committed to fiduciary principles and transparent, fee-based advisory relationships.
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.
Anders Retirement & Investment Advisors is a financial advisory firm based in Winter Park specializing in personalized retirement planning and investment management for individuals and families. Their team of experienced advisors helps clients develop comprehensive financial strategies tailored to their specific goals, whether preparing for retirement, managing existing investments, or planning for major life transitions. They focus on building long-term client relationships grounded in personalized service and sound financial guidance.
Florida Financial Advisors is an independent financial advisory firm serving the Orlando area with comprehensive wealth management, investment planning, and retirement strategies. The firm specializes in personalized financial planning for individuals and families, helping clients build and preserve wealth through tailored investment portfolios and long-term financial guidance. With a focus on understanding each client's unique goals and circumstances, they provide transparent advice aimed at achieving financial security.
Certified Financial Group, Inc. is an independent financial advisory firm based in Altamonte Springs serving central Florida clients with comprehensive wealth management and financial planning services. Their team of certified professionals helps clients build and protect their financial futures through personalized investment strategies, retirement planning, and ongoing portfolio management tailored to individual goals and circumstances.
Envision Wealth Planners is an independent financial advisory firm based in Maitland, FL, offering comprehensive wealth planning, investment management, and retirement planning services. The team works with individuals and families to develop personalized financial strategies aligned with their long-term goals. They focus on helping clients build and preserve wealth through thoughtful planning and disciplined investment approaches.
Talon Wealth Management is an independent financial advisory firm based in Longwood serving Central Florida clients. They provide comprehensive wealth management, investment management, retirement planning, and financial advisory services tailored to individual and business clients. Their team focuses on helping clients build and preserve wealth through personalized financial strategies.
Meridian Wealth Advisors is an independent financial advisory firm in Winter Park specializing in comprehensive wealth management, investment planning, and retirement strategies for high-net-worth individuals and families. Led by experienced advisors, they focus on personalized financial planning that aligns with each client's long-term goals and values.
Sunrise Wealth Advisors is an independent financial advisory firm in Orlando serving clients throughout Central Florida. They provide comprehensive wealth management, retirement planning, investment management, and financial planning services tailored to individuals and families. The firm is committed to a client-first approach, offering personalized strategies to help clients build and preserve wealth.
Edwards Financial Services is an independent financial advisory firm based in Winter Park serving Central Florida clients with comprehensive wealth management, investment planning, and financial strategy. The team provides personalized guidance on retirement planning, portfolio management, and long-term financial goals for individuals and families seeking professional, tailored financial advice.
Rivers Wealth Management is an independent financial advisory firm based in Lake Mary specializing in comprehensive wealth planning and investment management for individuals and families. The firm provides personalized financial strategies designed to help clients build and preserve wealth across all life stages.
Edward Jones financial advisor Kaley N Mora, CRPC™, provides personalized financial planning and investment management services to individuals and families in the Orlando area. With credentials in financial planning and a commitment to understanding each client's unique goals, Kaley helps clients build wealth, plan for retirement, and make informed investment decisions. Edward Jones is known for its local, relationship-based approach to financial advisory.
American Financial Advisors is an independent financial advisory firm located in Winter Park, serving central Florida clients with comprehensive wealth management and financial planning services. The firm specializes in retirement planning, investment management, and personalized financial strategies tailored to individual client goals and risk tolerance. They focus on building long-term relationships with clients through education and transparent, consultative advice.
Newell Wealth Management is an independent financial advisory firm based in Winter Garden, FL, specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. The firm provides personalized financial guidance tailored to each client's goals and circumstances, with a focus on long-term wealth building and financial security.
AllGen Financial Advisors provides comprehensive financial planning and investment management services to help clients build and protect their wealth. Based in Orlando, the firm works with individuals and families to develop personalized financial strategies covering retirement planning, investment management, and long-term financial goals. They combine professional guidance with a client-focused approach to deliver tailored solutions for their community.
Mosaic Wealth Management Group, Inc. is a financial advisory firm based in Winter Springs serving Central Florida clients seeking comprehensive wealth management and financial planning. The firm provides personalized investment strategies, retirement planning, and financial consulting tailored to individual client goals. With a strong focus on personalized service and professional expertise, Mosaic helps clients build and protect their wealth through strategic planning.
Siler Wealth Management is the top-ranked financial advisor in the Kissimmee area with a Lantern Score of 83.42/100 and a 5-star rating from 48 reviews. They specialize in comprehensive wealth management and investment management, serving affluent individuals, families, retirees, and business owners from their Longwood office.
Burgos & Brein Wealth Management, with a Lantern Score of 82.80/100, specializes in Veterans' Aid & Attendance benefits and has 16 years of experience serving clients in Orlando and surrounding areas. They're particularly well-suited for veterans seeking VA benefits planning and long-term care strategies.
Strong Point Financial, Inc. (Lantern Score: 82.10/100) specializes in advising business owners planning exits and has extensive experience with complex tax situations. They offer 'Retirement Elevated' advisory services and are led by a team of FINRA-registered professionals experienced in succession planning.
JP Law and Wealth Advisors PLLC (Lantern Score: 83.05/100) uniquely combines legal expertise with financial advisory services in one firm, founded by Attorney Laurore B. Jean-Pierre, Esq., who is also a licensed financial advisor. This integrated approach is ideal for high-net-worth individuals and families planning wealth transfer.
Nelson Financial Planning (Lantern Score: 82.70/100) specializes in tax optimization for high-net-worth individuals and has been serving the Orlando area for 40 years. Led by Certified Financial Fiduciaries including CFP® professionals, they also specialize in helping State of Florida employees review FRS options.
Lakeshore Advisors (Lantern Score: 82.77/100) is a registered investment advisor (RIA) that prioritizes fiduciary-only advice without commission conflicts, serving high-net-worth individuals, families, business owners, and nonprofits. They're based in Winter Park and provide holistic retirement and tax planning services.