Areas served: Orlando, Kissimmee
With Florida's retiree population and Orlando's growing professional workforce, financial advisors help clients navigate retirement planning, investments, and wealth management.
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.
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.
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.