Find a Financial Planner in Maitland, FL

 

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We Only Work With The Best Maitland 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 Maitland, FL


  • Financial Advisor Close to Maitland, 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 Maitland Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Maitland area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Maitland typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
16.5% of Maitland'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 Maitland area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Maitland area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Maitland 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. In the Maitland area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the Maitland area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Maitland 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 Maitland, 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 Maitland, FL

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

  • Population: 17,765
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $366,500
  • Average Monthly Housing Cost: $1,423
  • Average Household Income: $109,796
  • 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 Maitland, FL


FIDUCIARY FIRST

Website

(407) 740-6111

1060 Maitland Center Commons
Suite 360
Maitland, FL 32751

SEC#: 801-72234
Years in Business: 10 years

ALTERNATIVE INVESTMENT ADVISORS, LLC

Website

(407) 261-4242

698 North Maitland Avenue
Suite 101
Maitland, FL 32751

SEC#: 801-117266
Years in Business: 1 years

SYNERGY INVESTMENT MANAGEMENT LLC

Website

(321) 203-4458

485 North Keller Road

Maitland, FL 32751

SEC#: 801-119594
Years in Business: 0 years

TIMOTHY PARTNERS, LTD.

Website

(407) 644-1986

1055 Maitland Center Commons

Maitland, FL 32751

SEC#: 801-45766
Years in Business: 27 years

DELTA CAPITAL MANAGEMENT, LLC

Website

(407) 422-2423

698 N. Maitland Avenue
Suite 201
Maitland, FL 32751

SEC#: 801-118594
Years in Business: 1 years

AEGIS WEALTH MANAGEMENT, LLC

Website

(407) 831-3660

698 N. Maitland Avenue
Suite 102
Maitland, FL 32751

SEC#: 801-96327
Years in Business: 6 years

CARPENTER, CLAYDON ADVISORS, INC.

Website

(407) 843-0316

341 N.Maitland Avenue
Suite 340
Maitland, FL 32751

SEC#: 801-67751
Years in Business: 14 years

SPRAKER WEALTH MANAGEMENT INC

Website

(407) 478-7899

543 N. Wymore Rd.
Suite 104
Maitland, FL 32751

SEC#: 801-69187
Years in Business: 13 years

DORMAN FINANCIAL MANAGEMENT, P.A.

Website

(407) 774-6815

341 N. Maitland Avenue
Suite 340
Maitland, FL 32751

SEC#: 801-66938
Years in Business: 15 years

IRONCLAD INVESTMENTS LLC

Website

(407) 982-1888

190 Independence Lane
Suite 2D
Maitland, FL 32751

SEC#: 801-71772
Years in Business: 10 years