Areas served: Tampa, FL and surrounding Hillsborough County
Tampa's financial advisory landscape includes major national firms clustered in Westshore and Downtown, alongside independent registered investment advisors serving the region's diverse demographics. The market ranges from fee-only fiduciaries specializing in retirement planning for retirees relocating to the Gulf Coast, to commission-based advisors offering insurance and investment products. This directory provides verified information on credentials, compensation models, services offered, and minimum investment requirements to help residents compare options.
Rodriguez Wealth Group, led by Paola Noriega, is an independent insurance broker and wealth-building advisor specializing in health insurance, life insurance, disability coverage, and financial planning for self-employed individuals and small business owners in the Tampa Bay area. With 5+ years of experience serving over 500 families, Paola takes a holistic approach to protecting and maximizing wealth, offering ACA marketplace plans, private health insurance options, group benefits, term and whole life insurance, budgeting coaching, and debt elimination strategies. Licensed in 20 US states and working exclusively with A+ rated carriers, the firm helps self-employed professionals like realtors, salon owners, and law offices find affordable coverage that provides adequate protection.
Kingsbury Financial Advisors is an independent, fiduciary-driven financial planning firm based in Tampa, founded by Sefton Barnes. They provide comprehensive financial planning, wealth management, advanced tax strategies, and business owner services to clients across the U.S. With roots in employer benefits and experience serving over 300 households, they specialize in creating personalized, tax-efficient strategies aligned with clients' lifestyle goals and family values.
Water Street Wealth Management is a fee-only financial advisory firm in Tampa specializing in comprehensive financial planning, investment management, and retirement strategy. Led by a CERTIFIED FINANCIAL PLANNER™ with over two decades of industry experience, the firm operates as a fiduciary under a transparent fee-based model with no product commissions, ensuring unbiased advice aligned solely with clients' best interests. They offer personalized financial strategies covering retirement planning, tax optimization, estate planning, and risk management through a three-phase discovery, design, and development process with quarterly reviews.
Bosworth Financial Group is a Tampa-based financial consulting firm specializing in retirement planning, asset protection, and comprehensive financial strategies for individuals, families, and businesses. Led by experienced financial professionals, the firm takes a personalized, client-focused approach to help clients achieve long-term financial security and peace of mind. They offer one-on-one financial planning, educational seminars, and tailored strategies designed to address each client's unique goals.
Frontline Investment Advisors is an independent financial advisory firm serving Tampa and the surrounding Florida region. They provide comprehensive investment management, retirement planning, and personalized financial strategies tailored to individual client goals. The firm is known for their client-focused approach and commitment to fiduciary standards in all advisory relationships.
Stephanie Caro is a First Command Financial Advisor specializing in comprehensive financial planning, investment strategies, retirement income planning, and risk management for military families and service members. As a military spouse with Series 7 and 66 securities licenses, she brings deep understanding of the unique financial challenges faced by those in uniform. She offers both in-person and virtual meetings to help clients achieve financial security and peace of mind.
Unified Wealth Management is a full-service financial advisory firm in Oldsmar with over 40 years of combined financial advising and CPA expertise. They specialize in comprehensive financial planning, retirement planning, investment management, estate planning, tax strategies, and insurance strategies—all designed to help clients maximize wealth through tax-efficient solutions. The firm builds personalized strategies rather than applying one-size-fits-all approaches, focusing on understanding each client's goals and creating a clear roadmap to financial independence.
Maggard Wealth Management is an independent financial advisory firm serving clients throughout the Tampa Bay area and beyond. They specialize in comprehensive wealth planning, investment management, and retirement strategy tailored to individual goals. The team focuses on personalized service and building long-term client relationships with transparent, fiduciary-based advice.
Elevate Financial Planning & Wealth Management is an independent financial advisory firm in St. Petersburg specializing in comprehensive financial planning, investment management, and retirement strategy for individuals and families. The team helps clients navigate complex financial decisions, build long-term wealth, and achieve their financial goals through personalized, fee-based planning. They serve the Tampa Bay area with a focus on transparent advice and fiduciary responsibility.
Structure Wealth Management is a fee-only financial advisory firm in Tampa specializing in comprehensive wealth planning for high-net-worth individuals and families. Led by experienced advisors, they provide personalized investment management, retirement planning, and tax-efficient strategies tailored to each client's unique goals. Their fiduciary commitment ensures clients' interests always come first.
Trinity Wealth Management Group, Inc. is an independent financial advisory firm based in Tampa serving individuals and families throughout the Tampa Bay area. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and preserve wealth. The firm is known for personalized service and a consultative approach to financial decision-making.
Westshore Financial Group is an independent financial advisory firm based in Tampa serving the surrounding Florida region. They provide comprehensive financial planning and investment management services tailored to help clients build and preserve wealth. With a focus on personalized service and long-term financial success, they work with individuals and families to develop strategies aligned with their unique goals.
WealthKeel LLC is a fiduciary, fee-only financial advisory firm specializing in comprehensive financial planning for physicians across the United States. They offer investment management, tax planning, retirement planning, student loan planning, insurance planning, and financial wellness services tailored to early-career, mid-career, and established physicians. With over $256 million in assets under advisement and 15+ years of experience serving 103+ physician families across 32+ states, WealthKeel is recognized by industry publications including Investopedia's Top 100 Financial Advisors and White Coat Investor's Top 10 Financial Advisors for Physicians.
Instrumental Wealth is a fee-based wealth management firm serving business owners and corporate executives in Tampa and nationwide. As your personal CFO team, they coordinate comprehensive financial planning across taxes, investing, risk management, and estate planning—eliminating silos between your CPA, attorney, and other advisors. They specialize in navigating equity compensation, business valuation, concentrated stock positions, and the complex interplay between business and personal wealth, with nearly 100 years of combined team experience.
Beyer Wealth is a financial advisory firm located in Tampa that provides comprehensive wealth management and financial planning services. Operating under the Raymond James platform, they work with clients to develop personalized investment strategies, retirement planning, and wealth management solutions tailored to individual financial goals.
Taylor Financial is an independent financial advisory firm based in Tampa offering comprehensive wealth management and financial planning services. They serve clients throughout the Tampa Bay area with personalized investment strategies, retirement planning, and financial guidance tailored to individual goals and circumstances.
Jaffe Tilchin Wealth Management is an independent financial advisory firm serving Tampa and surrounding areas with comprehensive wealth management services including investment management, retirement planning, and financial strategy for individuals and families. The firm takes a personalized approach to help clients build and preserve wealth through tailored financial plans and ongoing portfolio management.
Jacqueline Jenkins is a financial professional serving Tampa and surrounding areas. Working through LPL Financial, she offers comprehensive financial advisory services to help clients with investment management, retirement planning, and wealth management strategies. Her practice focuses on building personalized financial plans tailored to individual client goals and circumstances.
Florida Financial Advisors is an independent financial advisory firm serving the Tampa Bay area with comprehensive wealth management, investment planning, and retirement strategies. The team specializes in helping individuals and families build and preserve wealth through personalized financial planning tailored to each client's unique goals and circumstances.
True Life Wealth Management is a financial advisory firm based in Tampa specializing in comprehensive wealth management and investment services. They work with clients to develop personalized financial strategies tailored to individual goals and circumstances. The firm focuses on helping clients build and protect their wealth through thoughtful planning and professional guidance.
Sickle Hunter Financial Advisors is an independent financial advisory firm serving the Tampa Bay area with comprehensive financial planning, investment management, and accounting services. The team specializes in helping clients build and protect wealth through personalized strategies that address insurance, tax planning, and retirement goals. They work with individuals and small business owners to create integrated financial plans tailored to each client's unique circumstances.
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.
Summit Wealth Advisors is an independent financial advisory firm in Tampa offering comprehensive wealth management, investment management, retirement planning, and personalized financial strategies for individuals and families. The firm emphasizes a consultative approach to help clients build and preserve wealth through tailored planning and ongoing portfolio management.
Walser Wealth Management is a financial advisory firm based in Tampa specializing in comprehensive wealth management services for individuals and families. They provide personalized financial planning, investment management, and retirement strategy to help clients build and preserve wealth. With a focus on understanding each client's unique financial goals, they offer tailored solutions designed to optimize financial outcomes.
Darwin Wealth Management is a financial advisory firm located in Tampa that helps clients build and preserve wealth through personalized investment and financial planning strategies. The firm serves individuals and families looking to optimize their portfolios, plan for retirement, and achieve long-term financial goals. They combine detailed financial analysis with a consultative approach to provide comprehensive wealth management services.
Sarafian Wealth Management is an independent financial advisory firm based in Tampa offering comprehensive wealth management services to help clients build and preserve their financial futures. The firm provides personalized financial planning, investment management, and retirement strategy tailored to individual client goals and circumstances. Their consultative approach focuses on understanding each client's unique needs to develop customized solutions.
Osgood & Associates is a private wealth advisory practice of Ameriprise Financial Services serving individuals, families, business entities, and charities in the Tampa area. The team provides personalized financial advice covering retirement planning, investment management, and comprehensive wealth strategies tailored to each client's unique goals. As a 2025 Ameriprise Client Experience Award recipient, they focus on simplifying financial planning and building long-term client relationships with dedicated professional guidance.
All Seasons Wealth is an independent asset management company specializing in financial planning and investment management for high and ultra-high net worth individuals, families, and institutions. Founded on principles of transparency and fiduciary responsibility, they provide personalized financial guidance tailored to each client's unique goals and life stage—from retirement planning and estate planning to business owner and medical professional strategies. Their team actively monitors investments and adjusts strategies as clients' lives and market conditions evolve, emphasizing clear communication and alignment of interests.
Wealth Enhancement Group is a national independent wealth management firm serving the Tampa area with comprehensive financial advisory services. Their Tampa office, led by experienced advisors including CFP® and CDFA® certified professionals, offers financial management, investment advisory, and retirement planning solutions tailored to individual and family needs. With over $56 billion in total client assets, they bring institutional expertise and personalized service to help clients build and preserve wealth.
Wellspring Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC in Tampa, FL, specializing in personalized financial planning for individuals, families, and small business owners. The team provides comprehensive guidance in retirement planning, cash flow management, tax-aware strategies, investment management, education savings, and insurance planning, taking time to understand each client's goals and values before offering tailored advice. They work collaboratively with clients and other professional advisors to create coordinated financial strategies that adapt as needs evolve.
Wealth Advisors of Tampa Bay is an independent financial advisory firm serving working professionals and families across the Tampa Bay area. With over 100 years of combined experience, they offer comprehensive wealth management, investment management on a fee-basis fiduciary model, retirement planning, and estate planning services. Their team-based approach focuses on integrating clients' personal, family, and business goals within a framework prioritizing personalized guidance and long-term relationship building.
Merrill Lynch Wealth Management in Tampa is a full-service financial advisory office offering comprehensive wealth planning, investment management, and banking solutions. The office houses multiple advisor teams and groups serving individuals, families, business owners, executives, and institutions. Services include retirement income planning, concentrated stock position guidance, traditional investments, estate planning through Bank of America, and coordination with outside professionals like accountants and tax attorneys.
Rodriguez Wealth Group is the top-ranked financial advisor in Tampa with a Lantern Score of 85.10/100 and a 5-star rating based on 159 reviews. Led by Paola Noriega, they specialize in wealth building, health insurance, life insurance, and disability coverage, making them particularly well-suited for self-employed professionals and small business owners.
Stephanie Caro at First Command Financial Advisor is specifically designed for military service members and families, with a Lantern Score of 83.27/100 and a 5-star rating. She specializes in comprehensive financial planning, investment strategies, and retirement income planning tailored to military families and active duty personnel.
WealthKeel LLC (Lantern Score: 80.43/100, 5-star rating) is a fiduciary, fee-only firm specializing exclusively in comprehensive financial planning for physicians across the United States. They focus on investment management and tax-efficient strategies for high-income medical professionals, including those managing student loan debt.
Instrumental Wealth (Lantern Score: 80.19/100, 5-star rating) specializes in serving business owners and C-suite executives, acting as a personal CFO team to coordinate comprehensive financial planning including succession strategies. Alternatively, Kingsbury Financial Advisors (Lantern Score: 84.24/100) also excels with business owners and offers tax-efficient wealth strategies.
None of the 32 financial advisors in the Tampa area are open on weekends based on current listing data. You will need to schedule appointments during standard business hours.
Water Street Wealth Management (Lantern Score: 84.05/100, 5-star rating with 66 reviews) is a fee-only financial advisory firm specializing in comprehensive financial planning and investment management. Structure Wealth Management (Lantern Score: 82.04/100) and WealthKeel LLC (Lantern Score: 80.43/100) also operate on fee-only models, providing transparent, fiduciary-driven advice.