Find a Financial Planner in Orange County, FL

 

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We did the hard work of finding trustworthy partners in Orange County, FL.

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We Only Work With The Best Orange County 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 Orange County, FL


  • Financial Advisor Close to Orange County, 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 Orange County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Orange County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Orange County can include managing client retirement accounts, investments, tax plans, and more.
14.6% of Orange County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Orange County area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Orange County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Orange County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Orange County area is generally long-term and performed with the help of a qualified planner. 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 Orange County 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 Orange County 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 Orange County, 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 Orange County, FL

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

  • Population: 1349,746
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $245,200
  • Average Monthly Housing Cost: $1,226
  • Average Household Income: $83,706
  • 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 Orange County, FL


CNL FUND ADVISORS COMPANY

Website

(407) 540-2739

450 South Orange Avenue
Suite 1400
Orlando, FL 32801

SEC#: 801-39197
Years in Business: 29 years

RD LEWIS HOLDINGS, INC.

Website

(407) 446-3737

121 S. Orange Avenue
Suite 1500
Orlando, FL 32801

SEC#: 801-119654
Years in Business: 0 years

CNL EDUCATIONAL INSTITUTE, LLC

Website

(407) 540-2541

450 S. Orange Ave.
Suite 1400
Orlando, FL 32801

SEC#: 801-81051
Years in Business: 6 years

GLOBAL ASSETS ADVISORY, LLC

Website

(407) 254-1500

390 N. Orange Avenue, Suite 750

Orlando, FL 32801

SEC#: 801-114946
Years in Business: 2 years

FORTRESS WEALTH GROUP, LLC

Website

(407) 999-8998

608 E Central Blvd

Orlando, FL 32801

SEC#: 801-118769
Years in Business: 0 years

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

Website

(407) 540-2541

450 S. Orange Ave.
Suite 1400
Orlando, FL 32801

SEC#: 801-110050
Years in Business: 4 years

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Website

(407) 695-7100

203 Hillcrest Street

Orlando, FL 32801

SEC#: 801-113696
Years in Business: 2 years

ALLGEN FINANCIAL ADVISORS, INC.

Website

(407) 210-3888

100 W. Lucerne Circle
Suite 200
Orlando, FL 32801

SEC#: 801-80077
Years in Business: 6 years

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Website

(407) 254-1500

390 North Orange Avenue
Suite 750
Orlando, FL 32801

SEC#: 801-68114
Years in Business: 13 years

SUMMIT WEALTH PARTNERS, LLC

Website

(407) 656-2252

800 N. Orange Avenue
Suite 302
Orlando, FL 32801

SEC#: 801-107751
Years in Business: 4 years