Find a Financial Planner in Seminole County, FL

 

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

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We Only Work With The Best Seminole 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 Seminole County, FL


  • Financial Advisor Close to Seminole 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 Seminole County 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 Seminole County 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 Seminole County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
18.5% of Seminole 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 Seminole County 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 Seminole County area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Seminole County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Seminole 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Seminole County area, 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 Seminole County 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 Seminole 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 Seminole County, FL

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

  • Population: 461,402
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $250,700
  • Average Monthly Housing Cost: $1,245
  • Average Household Income: $90,193
  • 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 Seminole County, FL


NEWPORT GROUP SECURITIES, INC.

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-60427
Years in Business: 19 years

NEWPORT GROUP CONSULTING, LLC

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-66908
Years in Business: 14 years

ROBO ADVISOR, INC.

Website

(407) 499-0050

255 Primera Boulevard
Suite 160
Lake Mary, FL 32746

SEC#: 801-72066
Years in Business: 10 years

CAPACUITY LLC

Website

(407) 949-6889

300 International Parkway
Suite 350
Lake Mary, FL 32746

SEC#: 801-113636
Years in Business: 2 years

TIM LOONEY INVESTMENTS, LLC

Website

(407) 331-6961

1145 Townpark Avenue
Suite 2225
Lake Mary, FL 32746

SEC#: 801-76731
Years in Business: 8 years

COLLABORATIVE WEALTH

Website

(407) 792-3336

972 International Parkway

Lake Mary, FL 32746

SEC#: 801-80100
Years in Business: 6 years

LAMCO ADVISORY SERVICES INC.

Website

(407) 585-1169

1525 International Parkway
Suite 2071
Lake Mary, FL 32746

SEC#: 801-40331
Years in Business: 29 years

BAUERLE FINANCIAL, INC

Website

(407) 878-1229

1525 International Parkway
Suite 2021
Lake Mary, FL 32746

SEC#: 801-50497
Years in Business: 25 years

JACKSON WEALTH MANAGEMENT, LLC

Website

(407) 585-0235

755 Primera Blvd
Suite 1001
Lake Mary, FL 32746

SEC#: 801-69469
Years in Business: 12 years

SHARIAPORTFOLIO, INC.

Website

(321) 275-5125

1331 S. International Parkway
Suite 2291
Lake Mary, FL 32746

SEC#: 801-80652
Years in Business: 6 years