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20 Top Rated
Financial Advisors in Florida

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brian Puckett

Align Wealth Management
CFP® CPA PFS
Brian Puckett, a financial fiduciary has been a Paladin Registry member since 2004. He is the partner in Align Wealth Management. Brian holds the Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 25 years of experience. Brian provides financial services to clients in the St Petersburg, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Searcy

Searcy Financial Services, Inc.
AIFA® CFP® ChFC®
Michael Searcy, a financial fiduciary has been a Paladin Registry member since 2004. He is the owner of Searcy Financial Services, Inc.. Michael holds the Accredited Investment Fiduciary Analyst , Certified Financial Planner , Chartered Financial Consultant certifications and has over 43 years of experience. Michael provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Wortman

Valeo Financial Advisors, LLC
CFP®
John Wortman, a financial fiduciary has been a Paladin Registry member since 2004. John holds the Certified Financial Planner certifications and has over 19 years of experience. John provides financial services to clients in the Indianapolis, Indiana area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Edward McDonough

McDonough Capital Management
CFP®
Edward McDonough, a financial fiduciary has been a Paladin Registry member since 2006. He is the owner of McDonough Capital Management. Edward holds the Certified Financial Planner certifications and has over 32 years of experience. Edward provides financial services to clients in the Orlando, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dr. Jeff Camarda

Camarda Wealth Advisory Group
CFA® EA
Dr. Jeff Camarda, a financial fiduciary has been a Paladin Registry member since 2009. He is the partner in Camarda Wealth Advisory Group. Dr. Jeff holds the Chartered Financial Analyst , Enrolled Agent certifications and has over 32 years of experience. Dr. Jeff provides financial services to clients in the Fleming Island, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Fenedick

MF Advisers, Inc.
CPA
Matthew Fenedick, a financial fiduciary has been a Paladin Registry member since 2013. Matthew holds the Certified Public Accountant certifications and has over 16 years of experience. Matthew provides financial services to clients in the Jensen Beach, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Thomas Tyler Jr.

Fiduciary Consulting Group, Inc.
CFP®
Thomas Tyler Jr., a financial fiduciary has been a Paladin Registry member since 2013. Thomas holds the Certified Financial Planner certifications and has over 19 years of experience. Thomas provides financial services to clients in the Venice, Florida area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Klosterman

White Oaks Investment Management, Inc.
CFP®
Robert Klosterman, a financial fiduciary has been a Paladin Registry member since 2014. He is the partner in White Oaks Investment Management, Inc.. Robert holds the Certified Financial Planner certifications and has over 40 years of experience. Robert provides financial services to clients in the Longboat Key, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Harwood

Harwood Financial Group
Robert Harwood, a financial fiduciary has been a Paladin Registry member since 2015. He is the owner of Harwood Financial Group. Robert provides financial services to clients in the Tampa, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Morgan

R.E.A.P., LLC & REAP in Wealth Management, LLC
CEP™
David Morgan, a financial fiduciary has been a Paladin Registry member since 2015. He is the owner of R.E.A.P., LLC & REAP in Wealth Management, LLC. David holds the Certified Estate Planner certifications and has over 24 years of experience. David provides financial services to clients in the Flagler Beach, Florida area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Franklin

Franklin Legacy Financial, LLC
Michael Franklin, a financial fiduciary has been a Paladin Registry member since 2016. He is the owner of Franklin Legacy Financial, LLC. Michael provides financial services to clients in the Oviedo, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joseph Brockman

Brockman Wealth & Capital LLC
CFP®
Joseph Brockman, a financial fiduciary has been a Paladin Registry member since 2017. Joseph holds the Certified Financial Planner certifications and has over 20 years of experience. Joseph provides financial services to clients in the Naples, Florida area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Emrick, CFP®

True Wealth Design
True Wealth Design, a financial fiduciary has been a Paladin Registry member since 2018. Firm provides financial services to clients in the Akron, Ohio area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Berman

Cherry Lane Capital LLC
Cherry Lane Capital LLC, a financial fiduciary has been a Paladin Registry member since 2018. Firm provides financial services to clients in the Boca Raton, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Berman

Cherry Lane Capital LLC
Ryan Berman, a financial fiduciary has been a Paladin Registry member since 2018. Ryan provides financial services to clients in the Boca Raton, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Isaac Hartmann

Allen & Company of Florida, Inc.
CFA® CFP®
Isaac Hartmann, a financial fiduciary has been a Paladin Registry member since 2019. Isaac holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 15 years of experience. Isaac provides financial services to clients in the Lakeland, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

D. Michael Burleigh

Peak Capital Management
CSA
D. Michael Burleigh, a financial fiduciary has been a Paladin Registry member since 2019. He is the owner of Peak Capital Management . D. Michael holds the Certified Senior Advisor certifications and has over 27 years of experience. D. Michael provides financial services to clients in the Stuart, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Robert Cox

Cox Financial Group at Northwestern Mutual
AEP® ChFC® WMS RICP™
Robert Cox, a financial fiduciary has been a Paladin Registry member since 2019. Robert holds the Accredited Estate Planner® , Chartered Financial Consultant , Wealth Management Specialist , Retirement Income Certified Professional certifications and has over 20 years of experience. Robert provides financial services to clients in the Clearwater, Florida area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Zimmerer

Anthem Advisors LLC
Charles Zimmerer, a financial fiduciary has been a Paladin Registry member since 2019. Charles provides financial services to clients in the Miami, Florida area.

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