Top financial advisors in Arcadia, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning your financial future in Arcadia, FL, you might be navigating federal tax strategies, property tax concerns, or preparing for wealth transfer. A common mistake is overlooking how Florida's lack of state income tax shifts the focus to other tax areas, which can affect your overall plan.
- Federal tax focus. Confirm how the advisor integrates federal tax rules into your strategy, since Florida doesn't tax income but does have other tax considerations.
- Property tax insights. Ask how they account for local property taxes and homestead exemptions that can impact your net worth.
- Wealth migration planning. Discuss how they handle planning for clients moving to or from Florida, considering its unique tax environment.
- Long-term asset protection. Inquire about strategies that leverage Florida's strong homestead protections to safeguard your assets over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew A
CFP®, Series 63, Series 65
Arcadia, FL
LPL Financial
Andrew Ames brings 26 years of experience and CFP® certification to clients in Arcadia, FL, with expertise in wealth management and tax-loss harvesting, which is crucial for navigating federal tax strategies in Florida. Affiliated with LPL Financial, a large firm offering flat-fee planning and diverse client services, he combines deep tax preparation knowledge as a CPA with access to in-house research and tailored investment strategies.
Experience: 26 years
Avg account: $399,489
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Michael P
CFP®, Series 66
Punta Gorda, FL
OSAIC
Michael Presley, based near Arcadia in Punta Gorda, FL, brings 14 years of experience and CFP® certification, making him well-equipped to address federal tax strategies and wealth transfer planning relevant to Florida's tax environment. His affiliation with OSAIC, a large firm offering diverse advisory programs and flat-fee structures, provides access to extensive technology and third-party managers, distinguishing him from advisors at smaller firms.
Experience: 15 years
Avg account: $398,336
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Bradley C
Series 66
Arcadia, FL
Silver King Asset Management, LLC
Bradley Carlton offers expertise in active portfolio management and options strategies, well-suited for high-net-worth clients in Arcadia, FL, navigating complex tax and asset protection issues. His independent firm provides discretionary asset management with quarterly reviews, rebalancing, and tax-loss harvesting, differentiating him through a hands-on approach and personalized service in a local context.
Experience: 6 years
Avg account: $1,025,008
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Nicholas N
Series 66
Punta Gorda, FL
&PARTNERS
Nicholas Nemec offers expertise in retirement planning, income strategy, and estate guidance, which are crucial for managing federal tax implications and wealth transfer in Florida's unique tax environment. Operating within Edward Jones, a large firm with over $1 trillion in assets, he provides flat-fee financial planning and consulting, distinguishing him with access to extensive resources and a broad client base compared to smaller local advisors.
Experience: 7 years
Avg account: $384,909
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Michael C
CFP®, Series 63
Lake Suzy, FL
Cetera
Michael Cryan brings 33 years of experience and CFP® certification, offering flat-fee financial planning and consulting through Cetera, a large firm serving diverse clients including high-net-worth individuals. His expertise in wealth management, tax-loss harvesting, and retirement plans for business owners complements the tax and asset protection considerations relevant to Arcadia, FL, while his background as a founder and business owner adds practical insight for clients approaching retirement.
Experience: 33 years
Avg account: $306,089
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