The Best Financial Advisors in Orlando

Here is our List of the 10 Orlando Financial Advisor
Modera Wealth Management

Modera is committed to providing you with a broad range of services to address your entire financial life. Our Florida location offers fee-only financial planning in Inverness and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers.

We proudly operate as a fee-only, independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our customers’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.

Services

  • Retirement Planning
    We struggle with the life transition aspects of this next chapter. How does one start to slow down professionally? I feel like I’m good at making money but not as good at managing money.
  • Income Tax Planning
    I want to give less to Uncle Sam and have more for loved ones. With all the tax legislation changes, it’s hard to keep up with the latest strategies that will benefit me.
  • Investment Management
    We don’t want a cookie-cutter solution. We want access to customized solutions; tax efficient separately managed accounts, guidance on private investments, and socially responsible investing options.
  • Estate Planning
    Is there a way to prevent specific people from getting an inheritance? Also, we never inherited much and we want our children to find their own way too. How do I talk to my adult children about our wishes?

 

Orlando, FL 32789
Allgen Financial Advisors, Inc.

When you work with AllGen, you’re getting a mentor, a coach, an accountability partner, and a guide for your full journey to financial freedom. We’re in this business because we’re passionate about using money as a tool to support freedom and impact. Anyone who has ever walked in our door knows they can rely on us for insight.

We don’t simply strive to meet a standard, we’re here to raise the bar. Legally speaking, you should know that we are a Registered Investment Advisor (RIA), which means we have a fiduciary responsibility to act in your best interest. The majority of Financial Advisors are employed by Broker-Dealers that only have to meet a suitability standard.

We believe outsourced investment management isn’t in the client’s best interest, so it doesn’t align with our values or company culture. Co-founder Jason Martin focuses his time and resources on investment management, while growing his team of financial analysts as our clients’ needs grow.

Services

  • Financial Planning
    When making financial decisions it is important to first evaluate the different financial areas that relate to your overall financial portfolio.
  • Investment Management
    As active asset managers, we make immediate and prudent decisions ensuring timely changes to your portfolio.
  • Fiduciary Responsibility
    We don’t simply strive to meet a standard, we’re here to raise the bar. Legally speaking, you should know that we are a Registered Independent Advisor (RIA), which means we have a fiduciary responsibility to act in your best interest.
100 W. Lucerne Circle Suite 200 Orlando, FL 32801
American Financial Advisors

Accountability. Through our practices we ensure that every recommendation, decision, and action made on your behalf is justifiable, transparent, and rooted in sound financial logic.

In short, we work for you. We are motivated by the idea that through your success, comes ours -not the other way around. We are your dedicated team of local, Orlando financial advisors. Here to meet your each and every need. This premise in place, we can with mutual confidence begin our journey together.

We believe that at least 75% of your investable assets should be in a well-diversified, broad market based portfolio that allows for growth while also accounting for possible equity market downturns. Use The AFAdvanced core portfolio strategy slider below to see which risk profile fits you best.

AFA’s team of Orlando financial advisors are ready to provide courteous, personalized service. Get to know us in a simple no-pressure phone call or visit us in person to meet with Orlando financial planners that will be managing your assets.

Services

  • Investment & Financial Planning
    Using your customized Investment Policy Statement (IPS) as our guide, American Financial Advisors will take the lead role in implementing your portfolio management investment plan.
  • Trust & Estates
    Planning for your future does not stop at retirement. You need a long-term plan to ensure your wishes are carried out as you intended.
  • Business Advisory
    You’ve worked so hard building a successful business. It took a lot of work and even more planning, and this is only the beginning.
1936 Lee Road - Suite 270 Winter Park, FL 32789
Avenues Wealth

Located in Orlando, Florida, Avenues Wealth offers fee-only wealth management and financial planning services for our clients. Whether you are a veteran of success or are just starting to manage your portfolio, we can help you achieve your goals and surpass them in time.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Our Process
We create strategies that are tailored to your needs and goals.

Our Philosophy
Years of experience have prepared us to guide you through your life transitions.

Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

1407 E Robinson St Orlando, FL 32801
OneDigital

Many organizations manage financial and health benefits separately, but health and finances are impossible to separate for employees.

With financial stress and workplace productivity linked, it is in employers’ best interest to ensure their workforce has all the appropriate resources to feel safe and supported. Take an integrated approach to your employees’ overall wellbeing.

The workplace as we know it has changed. The makeup of a company’s workforce and how, when and where it conducts work has revolutionized at a remarkable pace.

In this workforce trends post-pandemic special release report, we’ll examine how HR and people leaders’ future success lies in the ability to address four key trends.

OneDigital combines the commitment of experienced, local market advisors with the sophisticated technology and the modern experience that high-performing business leaders need to compete in the market.

We will stand as one with you, providing health and benefits consulting, delivering fresh thinking ahead of the market, and giving you peace of mind that your approach to health and benefits is future-proof.

Services

  • Better Benefits
    Cross generational benefit designs for maximum impact
  • Compliance Confidence
    Driving regulatory compliance to eliminate risk
  • Healthy People
    Driving engagement and productivity through health improvement
  • No Headaches
    Proactive, personal support to improve efficiency and reduce workloads
  • Lower Costs
    Combating healthcare inflation with aggressive and progressive cost management tools
200 Galleria Pkwy SE, Suite 1950 Atlanta, GA 30339
Evershore Financial Group

Under the leadership of Robert D. Barboni, CFP®, Evershore Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in Palm Beach Gardens and has additional office locations in Boca Raton, Orlando and The Villages.

We’re everything you want your financial services company to be. As an independent firm, we are able to provide you with sound, comprehensive financial solutions for your unique situation. The world of financial services can be daunting.

Even if your circumstances are relatively straightforward, there are several options to consider. Seeking expert financial advice can help minimize your risk and squeeze the most value out of your available finances.

Our knowledgeable financial professionals will help you find quality options in order to help you realize your financial goals. Whatever your financial situation may be – too much or too little – our financial advisors can help.

Our financial professionals have an average of 17 years experience in the financial services industry*, so you can rest assured knowing that you are receiving quality financial advice and services from an elite group of experts.

Our financial professionals have a wide variety of experience and are well positioned to serve businesses, individuals, and families, no matter how complex or simplistic your needs are.

Services

  • INVESTMENTS
  • RISK MANAGEMENT
  • TAXES AND ESTATES
  • RETIREMENT
  • GOAL-SETTING
Orlando, FL 32810
Keel Asset Management

At Keel Asset Management, we believe that learning about your personal financial goals is just as important as working to help you achieve them.

That’s why, when you partner with us, you’ll find that we ask the right questions and take the time to actually get to know you. Frankly, we think it’s just the right way to do things.

We are independent and experienced, but above all, we know that managing assets isn’t just about money—it’s about security. It’s about making smart decisions today so your tomorrow can be a little bit easier for you and your family.

Keel’s distinctive, hands-on approach places emphasis on earning client trust through proactive management that includes in-depth client profile examinations, one-on-one consultations, monthly performance statements and quarterly performance meetings.

As an independent, fee-based investment advisor, he is able to utilize any mutual fund or professional money management firm available to oversee all client assets and accounts.

Services

  • A unique profile of your overall economic personality through our extensive one-on-one discovery process
  • Assistance with defining and narrowing your investment options
  • Identification and strategy development for addressing your financial concerns
  • Advice on how to best navigate the current economic and investment environment
  • An asset allocation guideline designed specifically for your unique goals
  • Implementation of investment and risk management strategies
  • Monitoring your investment performance
9620 Lingwood Trail Orlando, Florida 32817
Life After Grief Financial Planning

We are here to help you put the pieces of your life back together and regain joy. We have training in the needs of grieving people and are experienced in how to be sensitive to those needs.

By providing you with objective, impartial and confidential advice we are here to help you find answers at your pace and empower you.

You’ve been through a lot, but there are people who share your struggles. Although everyone’s grief is unique, know that there are caring hands who want to help. One of the most difficult parts about grief is dealing with money.

There are few financial decisions that need to be made immediately after a loved one has passed on. Know that it is ok to feel FINE—Frightened, Insecure, Neurotic and Exhausted all at the same time. We welcome your story and we want to help you through this journey.

Services

  • Quick Start Plan
    This plan covers one of the financial planning topics listed below.
  • Starter Plan
    This plan covers two of the financial planning topics listed below.
  • Foundation Plan
    Our Foundation Plan is a complete financial plan that includes all of the elements below.
  • Life Plan
    The Life Plan consists of the same elements as The Foundation Plan, but includes ongoing execution of implemented strategies.
650 N. Alafaya Trail Suite 101 #782043 Orlando, FL 32878
McDonough Capital Management

McDonough Capital Management is a comprehensive financial services firm with over 110 years of combined experience in helping our clients achieve their financial goals and objectives.
We are meticulously detailed, provide superior service and we treat our clients like family.

We care. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

We encourage you to explore our site and learn more about the services we provide. Start by clicking the link below for our Free Portfolio Risk Analysis so we can begin to understand how to best serve you.

For the fourth consecutive year in a row McDonough Capital Management has been honored with this award. As a top Investment Advisor in the Orlando area, we are continuously striving to improve in serving our client’s needs.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Services

Financial Planning Services

  • Strategic Asset Allocation
  • Retirement Planning Analysis
  • Education Funding Analysis
  • Lump Sum Distribution Analysis
  • Portfolio Review
  • Morningstar Principia Pro Analysis (stock, mutual fund, and annuities)

Tax Services

  • Personal Tax Return
  • Business Tax Return
  • Year-End Tax Planning

Retirement Planning Services

  • Self directed IRA’s
  • Self Employed Retirement Plans
  • SEP IRA’s
  • 401K Plans
  • Profit Sharing / Pension Plans
  • Roth IRA`s
6000 Turkey Lake Rd #212 Orlando, FL 32819
Moisand Fitzgerald Tamayo, LLC

At Moisand Fitzgerald Tamayo, LLC, our mission is to be “A Sanctuary from the Noise®.” We are fee-only financial advisors in Orlando, Florida that provide truly independent, objective, expert financial planning and wealth management to a select group of families.

Our advisors and support staff at our Orlando, Melbourne and Tampa offices cut through the noise and present the best options for your financial success. Our team has made us one of the most highly acclaimed firms in America.

Most other financial advisors act more like speculators than prudent investors. Forcing clients to guess what the economy or markets will do in the short term is a lousy plan for financial success. Short term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.

Services

  • REAL FINANCIAL PLANNING
    When we see that someone made a bad financial decision, we can usually trace the problem back to a lack of a plan, a bad plan, abandoning a good plan, implementing a sound plan poorly, or failing to revise a plan as needed.
  • SPECIFIC TAX PLANNING & ADVICE
    Many advisors are in the investment or insurance sales business, paid by a third party to put clients’ money in certain investments.
  • INVESTMENT MANAGEMENT
    We are investors, not speculators. We manage investment portfolios but do not “play the market,” try to time the market or otherwise gamble with our clients’ money.

 

200 South Orange Avenue Suite 2025 Orlando, FL 32801

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria