Find a Financial Advisor in Volusia County, FL

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

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We Only Work With The Best Volusia County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

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All of our partners have been in business for 10+ years

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All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Volusia County, FL


  • Financial Advisor Close to Volusia 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

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

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

  • Population: 536,487
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $187,100
  • Average Monthly Housing Cost: $939
  • Average Household Income: $67,025
  • 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 Volusia County, FL

 

HOLLAND ADVISORY SERVICES, INC.

Website

(386) 671-7526

700 West Granada Boulevard

Ormond Beach, FL 32174

SEC#: 801-110617
Years in Business: 4 years

MERIT FINANCIAL GROUP, LLC

Website

(407) 797-3100

747 S. Ridgewood Avenue
Suite 101B
Daytona Beach, FL 32114

SEC#: 801-67462
Years in Business: 15 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

M HOLDINGS SECURITIES, INC.

Website

(386) 255-0519

325 Williamson Blvd
Suite 120
Daytona Beach, FL 32114

SEC#: 801-57304
Years in Business: 22 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

MERIT FINANCIAL GROUP, LLC

Website

(407) 797-3100

747 S. Ridgewood Avenue
Suite 101B
Daytona Beach, FL 32114

SEC#: 801-67462
Years in Business: 15 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

20/20 CAPITAL MANAGEMENT, INC

Website

(386) 671-0976

1663 N. Clyde Morris Blvd
Suite 2
Daytona Beach, FL 32117

SEC#: 801-106924
Years in Business: 6 years

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Website

(386) 253-1980

1825 Business Park Blvd
Suite E
Daytona Beach, FL 32114

SEC#: 801-80151
Years in Business: 7 years

 


Volusia County, FL Financial Advisor FAQs

Between the St. Johns River and the Atlantic Ocean, Volusia County is located in the east-central region of the United States state of Florida. It's in Volusia County's northwest corner. Enterprise was the county's original seat. The Deltona–Daytona Beach–Ormond Beach metropolitan statistical area, as well as the broader Orlando–Deltona–Daytona Beach combined statistical area, encompass Volusia County. Volusia County School District is the top employer in Volusia County, FL. It employs a total of 9003 people. Blue Spring State Park is a state park in the United States, situated in the state of Volusia. Canoeing, SCUBA diving, kayaking, fishing, camping, hiking, animal watching, and swimming are just a few of the activities offered in the park. Connect with our financial advisors in Volusia County, Florida. Known for its beaches and sand dunes, this was formed in 1854 out of Orange County and is found in the east-central portion of its state. Divided into East Volusia, Southeast Volusia, and West Volusia, this county spans from the St. Johns River all the way to the Atlantic Ocean. It belongs to the Deltona- Daytona Beach- Ormond Beach metropolitan statistical area, with the City of DeLand serving as its seat. Flagler County is on the north, Brevard County is on the south, and Lake County is on the west of this county. Explore trusted financial advisors close by as provided in the links below.

A financial advisor can help analyze your financial situation while considering factors like age, risk tolerance, and goals to come up with the best investment route.

A financial advisor can help you plan and guide your finances, educate yourself on the best way to manage your personal finances, assess what lifestyle you'll be able to live off of, and help find different ways to pay down debt.

Few of the qualities you should look for in a financial advisor include efficient communication skills, solid understanding of finance markets, dedication to customer satisfaction, and should hold appropriate licenses and certifications pertinent to his job.

The industry provides no specific amount of fee that should be given to advisors. Your financial advisor cost will depend on their level of expertise, the size and complexity of your investments, as well as any other concerns that you may have.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.