Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor
Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

J S

Series 63, Series 65, Series 66

Palmetto, FL

The Private Client Advisory Group, LLC

J Savage is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Private Client Advisory Group in 2021, he worked at LPL Financial, All American Dream Wealth Management, and Invest Financial Corporation. Outside of advisory services, he is also an insurance agent with Zenith Marketing Group. The Private Client Advisory Group, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to client time horizons and risk tolerances, combining in-house and third-party management, and offers unique features such as a third-party “held-away” platform for defined-contribution accounts.

Retirement income strategy Income planning Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")