Find a Financial Planner in Winter Park, FL

 

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We Only Work With The Best Winter Park 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 Winter Park, FL


  • Financial Advisor Close to Winter Park, 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 Winter Park Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Winter Park area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Winter Park typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
27.0% of Winter Park's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Winter Park area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Winter Park area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Winter Park area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Winter Park area often offer tax planning services to their clients. 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 Winter Park 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 Winter Park 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 Winter Park, 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 Winter Park, FL

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

  • Population: 30,522
  • % of Population 62 Years and Over: 27%
  • Average Home Value: $465,700
  • Average Monthly Housing Cost: $1,465
  • Average Household Income: $148,791
  • 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 Winter Park, FL


ARSENAL VENTURE PARTNERS

Website

(407) 838-1400

750 S Orlando Avenue
Suite 200
Winter Park, FL 32789

SEC#: 801-73317
Years in Business: 9 years

FINANCIAL HARVEST WEALTH ADVISORS

Website

(407) 937-0707

1091 West Morse Boulevard
Suite 200
Winter Park, FL 32789

SEC#: 801-112271
Years in Business: 3 years

RIVERTREE ADVISORS, LLC

Website

(407) 599-1104

941 West Morse Boulevard
Suite 100
Winter Park, FL 32789

SEC#: 801-78200
Years in Business: 8 years

LYONS WEALTH MANAGEMENT

Website

(407) 951-8710

1470 Gene Street

Winter Park, FL 32789

SEC#: 801-70437
Years in Business: 12 years

AMERICAN FINANCIAL ADVISORS INC

Website

(407) 207-9006

1936 Lee Road
Ste. 270
Winter Park, FL 32789

SEC#: 801-56857
Years in Business: 21 years

WATER OAK ADVISORS, LLC

Website

(407) 567-2956

145 Lincoln Avenue
Suite A
Winter Park, FL 32789

SEC#: 801-66872
Years in Business: 14 years

BARR FINANCIAL SERVICES, LLC

Website

(407) 622-0018

2160 North Park Avenue

Winter Park, FL 32789

SEC#: 801-96310
Years in Business: 6 years

MATTHIAS PRIVATE WEALTH, LLC

Website

(407) 691-3300

700 West Morse Boulevard
Suite 201
Winter Park, FL 32789

SEC#: 801-111904
Years in Business: 3 years

PUNCH CARD MANAGEMENT

Website

(407) 367-4347

444 W. New England Ave
Suite 117
Winter Park, FL 32789

SEC#: 801-79532
Years in Business: 7 years

LYONS INVESTMENT MANAGEMENT

Website

(386) 775-1177

1470 Gene Street

Winter Park, FL 32789

SEC#: 801-77614
Years in Business: 8 years