Find a Financial Planner in Polk County, FL

 

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

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We Only Work With The Best Polk 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 Polk County, FL


  • Financial Advisor Close to Polk 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 Polk County 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 Polk County 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 Polk County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
23.7% of Polk 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 Polk County area can create a custom plan and walk with you each step of the way.
In the Polk County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Polk County 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 Polk 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 is a service offered by many financial advisors, planners, and other professionals in the Polk County 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 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 Polk 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 Polk 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 Polk County, FL

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

  • Population: 686,218
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $171,400
  • Average Monthly Housing Cost: $887
  • Average Household Income: $66,810
  • 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 Polk County, FL


JAMES I. BLACK & COMPANY

Website

(863) 686-4163

311 South Florida Avenue

Lakeland, FL 33801

SEC#: 801-118955
Years in Business: 0 years

CPS INVESTMENT ADVISORS

Website

(863) 688-1725

205 East Orange Street #310

Lakeland, FL 33801

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

CORE WEALTH ADVISORS, INC.

Website

(863) 904-4745

124 South Florida Avenue
4th Floor
Lakeland, FL 33801

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

ALLEN & COMPANY OF FLORIDA, LLC

Website

(863) 688-9000

1401 South Florida Ave

Lakeland, FL 33803

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

WALL ADVISORS, INC.

Website

(863) 683-0708

212 E Highland Drive
Suite 201
Lakeland, FL 33813

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

AGAMERICA LENDING LLC

Website

(863) 607-9500

4030 South Pipkin Rd.

Lakeland, FL 33811

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