Menu

12 Top Rated
Financial Advisors in Oviedo, Florida

Badge1

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.
Badge1_firm

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).
Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. certifications and has over 25 years of experience. Chris provides financial services to clients in the Overland Park, Kansas area.
Badge1

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.
Badge1

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.
Badge4

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.
Badge4

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.
Badge4

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).

Colby Winslow

Creative Planning
CFP® EA
Colby Winslow, a financial fiduciary has been a Paladin Registry member since 2020. Colby holds the Certified Financial Planner , Enrolled Agent certifications. He has over 2 years of experience with Creative Planning firm. Colby provides financial services to clients in the Orlando, Florida area.
Badge4

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).

Dan Davis

Creative Planning
CFP®
Dan Davis, a financial fiduciary has been a Paladin Registry member since 2020. Dan holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Dan provides financial services to clients in the Naples, Florida area.
Badge4

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).

Henry Conlon

Creative Planning
Henry Conlon, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 6 years of experience with Creative Planning firm. Henry provides financial services to clients in the Saint Augustine, Florida area.
Badge4

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).

Tiffany O'Neal

Creative Planning
CFP® MBA
Tiffany O'Neal, a financial fiduciary has been a Paladin Registry member since 2020. Tiffany holds the Certified Financial Planner , Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Tiffany provides financial services to clients in the Cape Coral, Florida area.
Badge4

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).

Juan Grau

Creative Planning
CPA
Juan Grau, a financial fiduciary has been a Paladin Registry member since 2020. Juan holds the Certified Public Accountant certifications. He has over 0.5 years of experience with Creative Planning firm. Juan provides financial services to clients in the Orlando, Florida area.
Badge4

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.

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.

Currently seeking a top quality financial advisor?

Our FREE match service finds the best advisors for you. Start your search today.

Get Started!

Not sure which advisor is right for you?

Enter your zip code and we will find 2-3 suitable advisors that cater to your needs

Get Matched With Advisors