Areas served: Orlando, FL and surrounding Orange, Seminole, Osceola, and Lake Counties
Orlando's financial advisory landscape reflects the region's diverse demographics, from theme park industry professionals and retirees to growing technology sector employees and multigenerational families. This directory catalogs financial advisors serving the Greater Orlando area, evaluated across key differentiators including compensation models (fee-only, fee-based, commission), fiduciary commitment, areas of specialization (retirement planning, tax optimization, estate planning, investment management), and client engagement approaches. Our research identifies advisors with credentials including CFP®, CFA, and CPA designations who serve clients throughout the Orlando metropolitan area.
KP Financial Firm is an Orlando-based financial services company with over 14 years of experience providing personalized financial planning, tax preparation, and advisory services. Their team of qualified professionals helps individuals and families develop comprehensive financial roadmaps through a structured 6-step process, addressing tax optimization, investment strategy, and long-term financial goals. They focus on educating clients to make informed financial decisions regardless of income level, and offer partnered professional services to support their clients' broader financial needs.
OxenFree Financial is an independent financial advisory firm in Orlando specializing in comprehensive wealth management for individuals and small business owners. They provide personalized investment management, retirement planning, and financial strategy services with a fiduciary commitment to act in clients' best interests. The firm combines strategic financial planning with active portfolio management to help clients build and preserve wealth.
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.
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.
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.
Beacon Pointe Advisors is a full-service financial advisory firm serving clients in Winter Park and Central Florida. They provide comprehensive wealth management, investment management, retirement planning, and personalized financial strategies tailored to individual goals. With a focus on fee-only advisory services and fiduciary standards, Beacon Pointe helps clients navigate complex financial decisions and build long-term wealth through trusted, objective guidance.
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.
Northwestern Mutual Lake Nona is a financial services office in Orlando providing comprehensive wealth management, life insurance, and financial planning solutions. The team helps individuals and families build and protect their financial futures through personalized investment strategies, retirement planning, and insurance products. They focus on understanding each client's unique goals to create tailored financial plans.
Synergy Wealth Alliance is a financial advisory firm based in Maitland serving clients throughout Central Florida. They specialize in comprehensive wealth management, investment planning, and financial strategy to help clients build and protect their assets. The team focuses on personalized financial solutions tailored to individual client goals and circumstances.
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.
Garrett Wealth Management LLC is an independent financial advisory firm based in St. Cloud, Florida, serving clients throughout Central Florida. They provide comprehensive wealth management, investment management, and financial planning services tailored to help individuals and families build and preserve wealth. The firm is dedicated to delivering personalized strategies that align with each client's unique financial goals and circumstances.
Qubty Financial Group is a financial advisory firm based in Orlando serving clients throughout Central Florida. They provide personalized financial planning and advisory services to help individuals and families achieve their financial goals. With a focus on client-centered guidance, they work to build lasting relationships based on trust and comprehensive financial strategy.
Morgan Stanley Financial Advisors in Orlando provides comprehensive wealth management, investment advisory, and financial planning services to individuals and families. Their team of experienced financial advisors helps clients develop personalized strategies for retirement planning, investment management, and long-term wealth building. With the backing of a global financial services leader, they offer institutional-quality investment products and professional guidance tailored to each client's unique financial goals.
Fidelity Investments' Winter Park Investor Center provides comprehensive financial services including investment management, retirement planning, brokerage accounts, and wealth management. Their experienced advisors help individuals and families build and protect their financial futures through personalized investment strategies and retirement income planning.
Signature Wealth Partners, LLC is a financial advisory firm in Orlando specializing in comprehensive wealth management and financial planning for individuals and families. The team helps clients build and protect their wealth through personalized investment strategies, retirement planning, and financial guidance tailored to their unique goals and circumstances.
KP Financial Firm is the top-ranked financial advisor in Orlando with a Lantern Score of 83.67/100 and a 4.9★ rating from 248 reviews. With over 14 years of experience, they specialize in personalized financial planning, tax preparation, and advisory services for individuals, self-employed professionals, and families.
Several top-ranked firms specialize in serving business owners, including OxenFree Financial (Lantern Score: 83.56/100) for small business owners seeking comprehensive wealth management, JP Law and Wealth Advisors PLLC (83.05/100) which combines legal and financial expertise, and Burgos & Brein Wealth Management (82.80/100) with 16 years of specialized experience.
Multiple advisors specialize in pre-retirement planning, including Nelson Financial Planning (Lantern Score: 82.70/100), a 40-year-old Winter Park firm with CFP® professionals, and Anders Retirement & Investment Advisors (82.00/100) in Winter Park, which focuses specifically on personalized retirement planning and investment management for this demographic.
Burgos & Brein Wealth Management (Lantern Score: 82.80/100, 4.9★ from 86 reviews) specializes in Veterans' Aid & Attendance benefits and has 16 years of experience serving the Orlando area. They're also experts in Medicaid planning and long-term care strategies.
None of the 31 financial advisors in the Orlando directory have weekend hours listed. All advisors operate on weekday schedules, so you'll need to contact them directly to discuss scheduling options that work for your availability.
Lakeshore Advisors (Lantern Score: 82.77/100, 5★ rating) is a registered investment advisor (RIA) in Winter Park that prioritizes fiduciary-only advice without commission conflicts. They serve high-net-worth individuals, families, business owners, and nonprofits across the U.S. and internationally.