Financial Advisors in Florida

Barry Katz, BS, CFP, MBA
Barry G. Katz, MBA, CFP(TM) is President of Caratel Financial Services, Inc. Founded by Mr. Katz in 1991, Caratel maintains a presence in South Florida (Fort Lauderdale/Plantation) and Northwest Connecticut (Litchfield/Farmington).
Caratel emphasizes the relationship established with, and individualized approach to, all clients. Boilerplate solutions are NEVER used. Caratel offers a wide range of comprehensive services some, or all, of which may be appropriate to your unique situation. Caratel's no-cost initial consultation allows us to determine which services best fit your needs and what the cost of those services would be. Please take a look at Caratel's web site to learn more.... See More

William Sylvia, CFP
Great Oak Capital Partners doesn't fit the typical financial advisor mold, for all the right reasons. We are fiduciaries, independent, fee-only, and transparent in everything we do for you. No sales pitches. Just honest, unbiased advice. That's what we deliver, clearly and simply.
While our clients come from all walks of life - families, professionals, businesses, retirees - they all have one desire in common: that their goals and success, and the money that will help achieve them, be respected. Our commitment to upholding that responsibility is reflected every day in the choices and recommendations we make for our clients.
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Keith Amburgey, CFA, CFP
Rutherford Asset Planning is an independent, full service, private asset management and financial planning firm serving the needs of affluent individuals, their families and their enterprises. We have offices in New York City as well as Naples and Tampa Florida. Our Mission To help you manage, safeguard, and increase your wealth for the benefit of your family and its future generations, your businesses and your charitable organizations.... See More

Catalina Franco-Cicero, CFP, MS
Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. We understand that our business is built on trust and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. To learn more about the team dedicated to our clients' best interests, visit our Team page.
Like many of Tobias Financial Advisors' clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. After a successful start as an accountant with an international accounting firm as well as owning his own CPA firm, Ben decided that what his clients needed was an expert in wealth management and financial planning. After earning his credentials as a CERTIFIED FINANCIAL PLANNER™ professional, Ben converted his accounting firm to Tobias Financial Advisors, which combined all areas of financial planning with quality service in order to provide ongoing financial solutions for each individual or family served.
Please visit our webiste at http://www.tobiasfinancial.com/.... See More

William Carrington, CFP
Carrington Financial Planning, LLC provides financial planning services for families and individuals. We assist with all areas of personal financial planning, including retirement, investments, education funding, and personal money management. We also provide retirement income planning, which is a specialty within the retirement planning community. William Carrington has first-hand experience with the US Foreign Service and offers specialized planning to foreign affairs and US government employees. @import url(https://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Todd Macke, CFP
Macke Financial Advisory Group, Inc. was founded in 1996 by Todd C. Macke, CFP®. Macke Financial works with clients throughout the U.S. with an integrated, long-term approach to financial planning. There is a concierge level of service attuned to the client's best interests and well-being. Phone calls are answered personally and complex financial issues are explained in easy-to-understand terms. We work with major investment houses, financial businesses and alternative investments to create a plan just right for each client. Macke Financial takes personal responsibility in being a trusted fiduciary, providing services on a fee-only basis and never accepting financial product commissions. We act with an undivided loyalty to each and every client and treat them like family. Macke Financial understands the realities of current economic conditions, and how the decisions you make today impact your entire way of living for years to come. Our sole focus is to help you confidently navigate the fluctuating marketplace to enjoy the financial protection you want now and the fiscal security you need for what lies ahead. There's MORE you can do now for what's next.When it comes to planning your future, you can count on more with Macke Financial Advisory Group.... See More

Bobbie Munroe, CFP
Clients at Supporting Your Choices Inc are treated like the unique individuals they are. For over 15 years Bobbie has worked with clients to develop innovative, financial strategies that can be integrated into their goals and values. She thinks that it is this integration that makes planning work. Money is only a tool you use to achieve the life you want. So let's talk about what that life looks like and then make a plan that takes you ever closer to your goal. We offer various service models to include hourly and annual retainer. Our web site has a wealth of information on who we are and what we do. Please visit us at www.supportingyourchoices.com. Do note that Supporting Your Choices Inc is the successor to Fraser Financial and we are still in the process of converting the web site.... See More

David Harbeitner, CFP
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a fiduciary to its clients under both state and federal law.Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. Pinnacle's staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, QPFC, AIF®, CDFA and over 100 years of Wealth Management experience, delivering high quality wealth management services to its clients.Pinnacle's Wealth Management Programs are designed to meet stringent criteria for the benefit of our clients, such as:* Pinnacle is a fiduciary under both state and federal law.* Pinnacle is a fee-only wealth manager.* Pinnacle does not have custody of any client's assets* Pinnacle does not sell any investment or insurance products.* Pinnacle receives 100% of its revenue from its clients, no third parties.* Pinnacle has a competitive fee schedule.* Pinnacle provides:- Comprehensive Financial Planning Services- Comprehensive Investment Advisory Services- Continuous Planning Quarterback Services- Comprehensive Asset Tracking and Performance Reporting Services* Pinnacle works well with clients' other Advisors.* Pinnacle fully discloses all fees paid to Pinnacle.The foundation of your Wealth Management Program is your Financial Plan. Through the planning process, your advisors will generate high quality, continuous and consistent planning advice,... See More

Dena Minning, BS, CFA, CFP, MBA
With Personal Asset Management, you get an informed investment partner who will help you make your savings work as hard as you do. We provide investment strategy and discretionary money management services for high net worth individuals and business owners.... See More

Todd Bauerle, BS, CFP
Todd Bauerle is a 30-year veteran practitioner and is about more than just money. At the age of 25, a firsthand disability experience transformed his personal relationship with money and caused him to realize that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues. While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom.Our mission is to invest our talents, our technology, and our time in our clients so that they are at peace with their material resources ~ we embrace that challenge! Todd is also a NAPFA member and a Fee-Only financial advisor.... See More

Daniel Elie, CFP, LLM, MBA
Please visit our website at www.dagelfinancial.com
Hourly Fee-only service model Our "Hourly Fee Only" service model requires that we offer no products or services and accepts no commissions or third-party compensation – just your hourly fee. We are paid to assist and advise you. We do not sell products or charge a fee to manage assets; instead we help you do it yourselves in a very cost efficient way. You keep control of your assets and pay considerably less. Our guidance is straightforward, objective and free from any potential conflicts of interest. We give you the best advice and recommend easy to implement strategies, using No-load (no commission) investment and insurance products as much as possible.
Listening to your needs and goals We base our consultation on the careful attention we pay to our clients’ needs and goals. We do not try to impose what we think is best. Clients have different ways of looking at things so our advice is the conclusion of an active listening process; we try to provide more than one solution.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Dagel Financial can help you along the way.... See More

Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel overwhelmed or you just want someone to help you put it all together, contact Westchase Financial Planning today for an appointment.... See More

Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
• Fee-only financial advice. We sell no products and receive no commissions.
• A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
• Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
• Ongoing communication and advice. Your annual retainer fee allows you to call or email us any time during the year, in addition to your regularly scheduled appointments – at no extra cost to you.
• Mini-Plan for young professionals. Flat fee for a review of employer benefits, 401k/403b investment choices, budgeting, debt repayment strategies, and cash flow.
HOW WE CAN HELP.
What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it’s a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces don’t fit together?
With the right help, you can put the pieces together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.... See More

Laurence Montello, CFP, CLU, RFC
Montello Wealth Management is an independent Financial Planning and Wealth Management firm located in Palm Beach Gardens, Florida. We offer comprehensive financial planning and wealth management strategies for individuals and families focused on protecting and growing their wealth. Our expert advice and comprehensive planning empowers clients to make smart decisions about: *Investment Management *Retirement Planning *Insurance Planning *Charitable Giving *College Funding *Long Term Care *Estate Planning *Tax Planning As fiduciaries registered with the State of Florida, we are committed to establishing the highest level of trust with clients. The members of our firm work as a team to provide the best in client service. We encourage you to visit our website at www.montellowealth.com for additional information. Please call us at . ... See More

Dennis Packard, CFP, CPA/PFS
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Meanwhile, financial intermediaries such as brokerage firms, bank trust departments, and insurance companies bombard you, selling expensive, commission-based products and declining a fiduciary role that is meant to protect your best interests. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees.
We solve these problems. Our passion is helping you make the most of your one financial life.
At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf, and complete transparency.... See More