Find a Financial Planner in Orlando, FL

 

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

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We Only Work With The Best Orlando 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 Orlando, FL


  • Financial Advisor Close to Orlando, 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 Orlando 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 Orlando 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Orlando typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
12.9% of Orlando'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 Orlando area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Orlando area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Orlando area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Orlando 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 Orlando 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 is a good way to make high-interest debts more manageable. Advisors in the Orlando area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 280,832
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $256,200
  • Average Monthly Housing Cost: $1,207
  • Average Household Income: $75,669
  • 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 Orlando, 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