Financial Advisors in Florida

Allen Osgood, Jr., CFP
We provide our clients with FEE-ONLY Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services. For those clients considering retirement our key question is: As nearly as you can tell, are you going to outlive your money, or is your money going to outlive you?
How Do We Get Paid / Our Retainer Approach
As NAPFA members, we are FEE-ONLY Financial Planners, compensated solely on the basis of fees paid by our clients.
Most investment managers, who provide only investment management, charge fees based on a % of assets. We utilize a retainer approach in establishing fees. Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management.
Two Very Important Arrows In Our Quiver
We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals and objectives.
Annual Performance Evaluation
Each year we provide our clients with a Wealth Management Services evaluation package.
See our website for more information on our qualifications and what differentiates us versus the competition.... See More

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .... See More

Founded in 1969, Koss Olinger Financial Group, Gainesville, Florida offers professional wealth management services. Whether it is Financial Planning, Financial Consulting, Investment Service, or Personal Financing, they leverage their resources and vast experience to serve their clients’ through their trademarked process, The Wealth Navigator System. This is done with the aim of enabling clients reach their current and future financial goals. The company is a member of FINRA/SIPC and is SEC-registered.... See More

We are a full-service financial planning firm. We do not pursue one investment strategy; we build and monitor one to fit your unique circumstances. We incorporate a comprehnsive approach to our planning covering all aspects of the needs analysis process, i.e. wealth preservation, estate planning, risk management, investments, budgeting, tax, and retirement planning. One of the most important facts for you to know is that we are independent planners, so we have no outside interests or proprietary products we are forced to market. Our focus is on you, our client. We work in partnership with additional attorneys, CPA's, trust accountants, pension administrators, CFP's®, and other financial professionals as needed to provide a complete range of financial services as needed.

One of the key items in effective financial planning is to know what you do not need. Many advisors attempt to sell or market everything they are able. This is not a good practice. We provide comprehensive analysis of your financial situation and recommend solutions based on only what you need, not a standard collection of products. We are primarily fee based and do not market proprietary products. We welcome any inquiry.... See More

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make sensible decisions concerning your future financial condition. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.... See More

Strategic, Long Term Wealth Planning since 1984

Specialize in helping employees understand and make use of their retirement benefit plans, including pensions, 401k's, 457's, 403B's, SEP's, etc.
Also specialize in helping parents choose and use 529 college saving plans for their child's college education.... See More

Our mission is to educate and help people understand their finances, taxes and investments. Teaches financial literacy to employees of large groups. Trained, licensed professional with over 20 years of experience of helping people meet their financial goals. We serve individuals and busineses in all areas of financial planning, including retirement planning, tax management, estate planning, risk management, education funding, investment management and employee and executive benefits.... See More

We are a fee-only financial planning division of a CPA firm. We do hourly rate planning and retainer work. We work as a team with our clients to help them reach their financial goals.

I specialize in clients, particularly women, who are about to retired or have already retired. I provide specialized individual service.

No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separate any financial interest that may be inherent in any recommendations. This allows us to provide unbiased advice that is in the best interests of you: our client.
Lebrigh is committed to helping you achieve your long-term financial goals every step of the way. Everyone has different needs and objectives and Lebrigh tailors advice to your unique circumstances.

Because financial planning is a fluid and ongoing process, Lebrigh is ready to adapt recommendations to your changing lifestyle and life events.... See More

Gold Coast Financial Planning is an independent, fee-only firm that provides financial planning and investment consulting services to individuals and small businesses. John Carrig,founding principal, is a Chartered Financial Analyst(CFA) and Certified Financial Planner (CFP)- less than 1% of financial planners hold both designations. John has been a part of the financial services industry for over thirty years, both in New York and London, U.K. He has served in various capacities including equity and fixed income trading, investment banking and global investor services. Prior to moving to Florida and establishing Gold Coast Financial Planning, he serviced Corporate and Public pension clients for JPMorgan as a portfolio valuation analyst.... See More

White Oaks Wealth Advisors simplifies the complexities of wealth by assisting clients with their portfolio management, tax planning, wealth transfer and risk management challenges on a proactive basis. White Oaks Wealth Advisors is a fee-only advisory firm and is most appropropriate for individuals with $1,000,000 or more investable net worth.... See More

Sean Rogers, CFP

Monica Garver, AIFA, CDFA, CFP, CPA
RTD Financial Advisors, Inc.; specializes in working with business owners, corporate executives, medical professionals, and heirs of estates.
Our mission: With unrelenting passion, RTD's mission is to help our clients achieve financial freedom so they may experience balanced and fulfilling lives.

We start with DISCOVERY, where we reach beyond the quantifiable into the potential, the possible, and maybe even the fanciful. We step away from what you have been doing, and instead set out to discover what you would like to be doing. Not with your investments, but with your life. This is the first step toward being free from a lifetime of financial limitations.

Once we've learned what's important to you, and have your relevant financial data, we begin to PLAN. We develop detailed recommendations and alternatives carefully researched and not just based on the best financial practices, but on your goals and values. Some of our clients have seen their lives take off in new directions as a result of our work together. Others have resumed their prior routines with renewed vitality and deepened commitment. Both groups share clarity of purpose that their lives didn't hold before and both enjoy the freedom of living as fully as possible according to their own values, minus the headache of complexity and the heartache of uncertainty.

Our clients come from diverse backgrounds and have accumulated wealth in a multitude of ways. As business owners, corporate executives, medical professionals or heirs to an estate, all of our clients share a common vision: the desire to live life to the fullest. Our only requirement for clients is that they embrace Financial Life Planning and have a desire for personal discovery, be involved in the planning process, and have the desire to Free Themselves.

About RTD Financial Advisors... See More