Find a Financial Advisor in Lake Mary, FL

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Lake Mary, FL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.
  • This field is for validation purposes and should be left unchanged.


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: 20 years

NEWPORT GROUP CONSULTING, LLC

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-66908
Years in Business: 15 years

ROBO ADVISOR, INC.

Website

(407) 499-0050

255 Primera Boulevard
Suite 160
Lake Mary, FL 32746

SEC#: 801-72066
Years in Business: 11 years

CAPACUITY LLC

Website

(407) 949-6889

300 International Parkway
Suite 350
Lake Mary, FL 32746

SEC#: 801-113636
Years in Business: 3 years

TIM LOONEY INVESTMENTS, LLC

Website

(407) 331-6961

1145 Townpark Avenue
Suite 2225
Lake Mary, FL 32746

SEC#: 801-76731
Years in Business: 9 years

COLLABORATIVE WEALTH

Website

(407) 792-3336

972 International Parkway

Lake Mary, FL 32746

SEC#: 801-80100
Years in Business: 7 years

LAMCO ADVISORY SERVICES INC.

Website

(407) 585-1169

1525 International Parkway
Suite 2071
Lake Mary, FL 32746

SEC#: 801-40331
Years in Business: 30 years

BAUERLE FINANCIAL, INC

Website

(407) 878-1229

1525 International Parkway
Suite 2021
Lake Mary, FL 32746

SEC#: 801-50497
Years in Business: 26 years

JACKSON WEALTH MANAGEMENT, LLC

Website

(407) 585-0235

755 Primera Blvd
Suite 1001
Lake Mary, FL 32746

SEC#: 801-69469
Years in Business: 13 years

 


Lake Mary, FL Financial Advisor FAQs

Lake Mary is a suburban community in Seminole County, Florida, United States, that is part of the Greater Orlando metropolitan region. It is situated at the heart of Florida. As per the city's Comprehensive Annual Financial Report for 2011, Convergys is the city's primary source of employment, with 1,771 employees. Mary Sundell, the wife of Reverend J.F. Sundell, who moved to the lake's northern beaches, was the inspiration for the name. Take a pick from the list of financial advisors in Lake Mary, FL, a residential city in Central Florida. Specifically, Lake Mary is located in Seminole County in Florida, United States, in the vicinity of the Greater Orlando metropolitan area. Lake Mary is widely known for its business industry, such as the American Automobile Association. See where nearby financial advisors serve through the links below.

There are three steps you need to take to find an investment advisor that suits your needs. 1) Determine your financial needs. 2) Find a qualified individual or firm with the appropriate products to meet those needs. 3) Confirm compatibility of services, philosophies, qualifications and experience of the potential candidate.

You might need a financial advisor if you find it difficult to manage your own investments, keep track of your spending and budget, minimize taxes and fees, deal with unplanned expenses and much more.

First, how do they get paid? If the advisor is being compensated in any way for recommending products, products with higher commission rates are always better. When you have questions about an advisor or their service, talk them through your thoughts and try to understand where they're coming from to see if implementing any changes will be helpful.

The financial advisor helps their client to budget, save and invest their money. They help to grow that capital while maintaining a risk level that is comfortable for the client. The range of services a financial advisor provides includes asset management strategy, retirement planning, tax efficiency savings strategies, protection strategies (life insurance planning) and many other types of advice.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.