Blake Flanders is a CFP® professional with four years of industry experience currently advising at Momentum Wealth Planning. His background includes positions at Ameriprise Financial Services and a three-year tenure at Liberty University. He holds the Series 66 designation and is based in Estero, Florida. Momentum Wealth Planning serves individuals, families, family offices, trusts, private foundations, and qualified retirement plans with discretionary and non-discretionary investment management as well as limited financial planning and retirement plan advisory services. The firm employs a tactical allocation approach using momentum factors to adjust portfolios and manage risk, offering option strategies or traditional buy-and-hold models based on client needs.

David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.