Overwhelmed by options?
Answer a few questions to see advisors matched to you.
502 advisors near
34287
within the area shown on the map
Out of 400,000+ nationwide
Robert C
CFP®, Series 63, Series 65
Port Charlotte, FL
CROUCH INVESTMENT GROUP, Inc.
Robert Crouch is the sole advisor at Crouch Investment Group, Inc., an independent registered investment adviser based in Port Charlotte, FL. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. He has been with Crouch Investment Group since 2003. Crouch Investment Group provides portfolio management and financial planning services exclusively to individual clients, managing approximately $11.5 million for a small client base of 12 households. The firm operates with a highly concentrated and personalized approach, with all advisory and compliance responsibilities handled by Robert Crouch himself.
Michael L
Series 65
Osprey, FL
The Financial Preserve at Lonier Financial Advisory LLC
Michael Lonier is a financial advisor at The Financial Preserve at Lonier Financial Advisory LLC in Osprey, FL, holding a Series 65 designation with 14 years of industry experience. He has been with Lonier Financial Advisory LLC since 2015. The firm operates independently and serves clients seeking personalized financial advisory services.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
502 advisors near
34287
within the area shown on the map
Out of 400,000+ nationwide