Financial Advisors in Florida

Stephen Faries, JD, MBA
MFFM offers a wide variety of services to meet the financial objectives of individuals and businesses. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions. MFFM is an independent Registered Investment Advisor. MFFM is a preferable alternative to banks and brokerage firms for individuals who are looking to integrate estate planning, income tax planning and charitable gifting on an ongoing basis into the investment management of their assets. At MFFM, we work with individuals who want special care and attention in the management of their financial assets.... See More

Mary Baldwin, CFP, MBA

David Bernstein, BS, CFP
My firm is a "fee only" financial planning, investment counseling and personal tax firm. "Fee Only" refers to the fact that we do not sell any insurance or investment products. We do not receive or pay commissions or referral fees. Our only compensation comes from what our clients pay us directly. This allows us to be objective and to offer the best possible advice for a client's situation. There is no conflict of interest or hidden sales agenda. We integrate goal setting, portfolio analysis, tax planning, estate planning, insurance review, asset allocation strategy, and retirement planning into one plan designed specifically for you.... See More

Steven Bove, CFA, CFP, MSFS
Lebrigh Life Planners, LLC, a fee-only financial planning firm, takes a holistic approach to financial planning. As such we consider the interaction of multiple variables then weigh financial and non-financial concerns in charting a course for the future.Lebrigh Life Planners, LLC offers fee-only comprehensive financial planning that incorporates, but is not limited to, advice in the following areas: risk management, tax planning, cash flow & wealth management, retirement planning, portfolio management, estate planning, education planning as well as specialized planning.... See More

Stephen Overstreet, CFP, MBA
I am a Certified Financial Planner (CFP), a NAPFA-Registered Financial Advisor, a Registered Investment Advisor in Florida, and have an undergraduate degree from the US Military Academy and an MBA in Finance from Long Island University. I have been in practice for 20 years after retiring from the Army and have been investing in the mutual funds for over 30 years. I am independent and do not sell products. The firm offers the following services: 1. COMPREHENSIVE PERSONAL FINANCIAL PLANNING Engagement includes a personal financial plan of about 45 pages and follow-on assistance and consultations for the remainder of the year to help the client implement the plan. Topics covered include setting personal and financial objectives, budgeting/spending control, and insurance, financial independence/retirement, investment, college funding, tax and estate planning. 2. INVESTMENT ADVISORY SERVICES I develop a recommended portfolio and provide quarterly reports and detailed recommendations on holdings based on an Investment Policy Statement. There is no minimum portfolio size, and I include retirement assets (such as 401(k) plans and variable annuities) in the analysis. Once the client decides on the recommendations, he/ she can either execute the trades or I can do them. A comprehensive plan is not a prerequisite. 3. HOURLY/ PROJECT SERVICES In certain circumstances I offer one-time portfolio, retirement, or other types of analyses.... See More