Find a Financial Planner in Lakeland, FL


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We Only Work With The Best Lakeland Financial Advisors

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

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

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Lakeland, FL

  • Financial Advisor Close to Lakeland, 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 Lakeland Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Lakeland area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Lakeland, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
25.8% of Lakeland'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 Lakeland 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 Lakeland 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 sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Lakeland area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Lakeland area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the Lakeland area. Typically, it 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Lakeland area when dealing with high-interest credit card debt and private student loans.


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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Lakeland, FL

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

  • Population: 107,922
  • % of Population 62 Years and Over: 25.8%
  • Average Home Value: $171,800
  • Average Monthly Housing Cost: $915
  • Average Household Income: $67,899
  • 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 Lakeland, FL



(863) 686-4163

311 South Florida Avenue

Lakeland, FL 33801

SEC#: 801-118955
Years in Business: 1 years



(863) 688-1725

205 East Orange Street #310

Lakeland, FL 33801

SEC#: 801-35294
Years in Business: 31 years



(863) 904-4745

124 South Florida Avenue
4th Floor
Lakeland, FL 33801

SEC#: 801-81079
Years in Business: 6 years



(863) 688-9000

1401 South Florida Ave

Lakeland, FL 33803

SEC#: 801-57874
Years in Business: 20 years



(863) 683-0708

212 E Highland Drive
Suite 201
Lakeland, FL 33813

SEC#: 801-119837
Years in Business: 0 years



(863) 607-9500

4030 South Pipkin Rd.

Lakeland, FL 33811

SEC#: 801-112914
Years in Business: 3 years