Find a Financial Planner in Lake Mary, FL

 

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We Only Work With The Best Lake Mary Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Lake Mary, FL


  • Financial Advisor Close to Lake Mary, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Lake Mary Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Lake Mary area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Lake Mary offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
24.9% of Lake Mary's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Lake Mary area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Lake Mary area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Lake Mary area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Lake Mary area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Lake Mary area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Lake Mary area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Lake Mary, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lake Mary, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Lake Mary financial advisors.
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How Retirement-Friendly is Lake Mary, FL?

  • Population: 16,698
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $325,100
  • Average Monthly Housing Cost: $1,539
  • Average Household Income: $121,969
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Lake Mary, FL


NEWPORT GROUP SECURITIES, INC.

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-60427
Years in Business: 19 years

NEWPORT GROUP CONSULTING, LLC

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-66908
Years in Business: 14 years

ROBO ADVISOR, INC.

Website

(407) 499-0050

255 Primera Boulevard
Suite 160
Lake Mary, FL 32746

SEC#: 801-72066
Years in Business: 10 years

CAPACUITY LLC

Website

(407) 949-6889

300 International Parkway
Suite 350
Lake Mary, FL 32746

SEC#: 801-113636
Years in Business: 2 years

TIM LOONEY INVESTMENTS, LLC

Website

(407) 331-6961

1145 Townpark Avenue
Suite 2225
Lake Mary, FL 32746

SEC#: 801-76731
Years in Business: 8 years

COLLABORATIVE WEALTH

Website

(407) 792-3336

972 International Parkway

Lake Mary, FL 32746

SEC#: 801-80100
Years in Business: 6 years

LAMCO ADVISORY SERVICES INC.

Website

(407) 585-1169

1525 International Parkway
Suite 2071
Lake Mary, FL 32746

SEC#: 801-40331
Years in Business: 29 years

BAUERLE FINANCIAL, INC

Website

(407) 878-1229

1525 International Parkway
Suite 2021
Lake Mary, FL 32746

SEC#: 801-50497
Years in Business: 25 years

JACKSON WEALTH MANAGEMENT, LLC

Website

(407) 585-0235

755 Primera Blvd
Suite 1001
Lake Mary, FL 32746

SEC#: 801-69469
Years in Business: 12 years

SHARIAPORTFOLIO, INC.

Website

(321) 275-5125

1331 S. International Parkway
Suite 2291
Lake Mary, FL 32746

SEC#: 801-80652
Years in Business: 6 years