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Top Rated Financial Advisors in Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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. Brian 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.

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. Edward is the owner of McDonough Capital Management. Edward holds the Certified Financial Planner certifications and has over 33 years of experience. Edward provides financial services to clients in the Orlando, Florida area.

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. Dr. Jeff 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.

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 Schmitzer

River Capital Advisors, L.C.
CFP® CPA PFS
Edward Schmitzer, a financial fiduciary has been a Paladin Registry member since 2007. Edward is the owner of River Capital Advisors, L.C.. Edward holds the Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 30 years of experience. Edward provides financial services to clients in the Jacksonville, Florida area.

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 is the owner of MF Advisers, Inc.. Matthew holds the Certified Public Accountant certifications and has over 24 years of experience. He has over 10 years of experience with MF Advisers, Inc. firm. Matthew provides financial services to clients in the Jensen Beach, Florida area.

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. Robert is the owner of Harwood Financial Group. certifications and has over 9 years of experience. Robert provides financial services to clients in the Tampa, Florida area.

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. David 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.

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. Michael is the owner of Franklin Legacy Financial, LLC. certifications and has over 14 years of experience. Michael provides financial services to clients in the Oviedo, Florida area.

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.

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. certifications. Firm provides financial services to clients in the Boca Raton, Florida area.

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. certifications and has over 9 years of experience. Ryan provides financial services to clients in the Boca Raton, Florida area.

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.

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. D. Michael 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.

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.

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. certifications and has over 6 years of experience. Charles provides financial services to clients in the Miami, Florida area.

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).

Jimmy Gonzalez

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

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).

Scott Martin, CFP®, CeXP

Scott Martin, CFP®, CeXP
CFP®
Scott Martin, CFP®, CeXP, a financial fiduciary has been a Paladin Registry member since 2020. Scott Martin, CFP®, holds the Certified Financial Planner certifications and has over 36 years of experience. Scott Martin, CFP®, provides financial services to clients in the Lake Mary, Florida area.

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).

Justin Shure, MSF, CFP®

Justin Shure, MSF, CFP®
CFP®
Justin Shure, MSF, CFP®, a financial fiduciary has been a Paladin Registry member since 2020. Justin Shure, MSF, holds the Certified Financial Planner certifications and has over 15 years of experience. Justin Shure, MSF, provides financial services to clients in the Miami, Florida area.

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).

Joshua Krafchick

Joshua Krafchick
Joshua Krafchick, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 7 years of experience. He has over 1 years of experience with firm. Joshua provides financial services to clients in the Ponte Vedra Beach, Florida area.

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).

Glenn Cummings

Glenn Cummings
Glenn Cummings, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 25 years of experience. He has over 15 years of experience with firm. Glenn provides financial services to clients in the Tampa, Florida area.

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).

Matthew Riggins

Matthew Riggins
CFP® EA
Matthew Riggins, a financial fiduciary has been a Paladin Registry member since 2020. Matthew holds the Certified Financial Planner , Enrolled Agent certifications and has over 5 years of experience. He has over 2 years of experience with firm. Matthew provides financial services to clients in the Jacksonville, Florida area.

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).

William Smathers

Smathers Financial Group, Inc
William Smathers, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 20 years of experience. He has over 5 years of experience with Smathers Financial Group, Inc firm. William provides financial services to clients in the The Villages, Florida area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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