Financial Advisors in Port Charlotte, Florida (Charlotte County)

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

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance and match you up with the correct investment that fits. You do not have to take on a great deal of risk to get gains. I also have an office in Venice. Call me to schedule an appointment in either Sarasota, Venice or the Port Charlotte office.... See More

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

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.

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

We help clients pursue their retirement goals through the proper management of their financial resources.
We use a customized process we call nestegg-mba whereby we help clients to measure, balance and amplify their assets to pursue a higher sustainable income throughout retirement.

Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org / https://www.SIPC.org a Registered Investment Adviser.... See More

Are you looking for unbiased financial advice or another well-rehearsed sales pitch?

At Finley Wealth Management, a promise of objective advice is more than just words, we are compensated exclusively by the fee paid to us by you, our client. You simply pay for our expertise, with a transparent professional fee. We have no products to sell, commissions to attain, or quotas to meet.

It's our firm belief that professional advice and product sales are incompatible. As Fee-Only Certified Financial Planners we sell advice where your dreams are the basis for our advice. Traditional Financial Advisors or Brokers most often sell products that are the motivation for the "advice" they give. When you work with us you receive objective advice from a Fee-Only Certified Financial Planner.

We act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine. The vast majority of employees of banks, brokerage firms, and insurance companies charge a management fee part of the time and are commissioned salespeople at other times. These brokers call themselves fee-based, attempting to confuse you into thinking they are fee-only.... See More

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

Sean Rogers, CFP

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

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

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

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

Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.

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