Top financial advisors in DeLand, 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 moving to DeLand, FL, or managing wealth here, you need advisors who understand how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means low overall taxes, overlooking property and sales taxes that impact your budget.
- Federal tax focus. Confirm how they plan around federal income tax since Florida doesn't tax income.
- Property tax insight. Ask how they incorporate Florida's property tax and homestead protections into your strategy.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida and the unique planning that requires.
- Sales tax considerations. Check if they account for Florida's sales tax impact on your spending and cash flow.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Louis R
CFP®, Series 63
Deland, FL
Robertson Advisory, Inc.
Louis Robertson Jr. offers deep expertise in financial planning tailored to DeLand, FL, with 36 years of experience and CFP® certification, making him well-versed in Florida's unique tax environment including property and sales taxes. His independent firm, Robertson Advisory, Inc., provides advisory services mainly on an hourly rate basis, which may appeal to clients seeking transparent fee structures and personalized attention in the local market.
Experience: 36 years
Avg account: $0
-
Lori E
CFP®, Series 63, Series 65
Deland, FL
Raymond James & Associates
Lori Endicott's 30 years of experience and CFP® certification equip her to navigate Florida's unique tax environment, including property and sales taxes, for clients in DeLand. Affiliated with the large firm Raymond James & Associates, she offers flat-fee and hourly planning options, serving a diverse clientele with tailored financial plans and asset allocation strategies.
Experience: 30 years
Avg account: $788,879
-
Mary B
Series 66
Deland, FL
Cambridge Investment Research Advisors
Mary Brown Thibodeau's 17 years of experience and Series 66 designation equip her to navigate Florida's unique tax environment, including property and sales taxes, for clients in DeLand. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse portfolio management, she specializes in wealth management and retirement plans for self-employed individuals, distinguishing her from other local advisors.
Experience: 18 years
Avg account: $378,281
-
Donna Jean F
Series 66
Deland, FL
Edward Jones
Donna Jean Flood offers wealth management expertise in DeLand, FL, with 11 years of experience and a Series 66 license, making her well-equipped to address Florida's unique tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a range of advisory programs with fees up to 1.35% annually, serving diverse clients including retirees and business owners.
Experience: 11 years
Avg account: $246,728
-
Marci H
Series 65
Deland, FL
Prosperity Capital Advisors
Marci Hodge at Prosperity Capital Advisors offers expertise in active portfolio management and retirement plans for business owners, which suits clients managing wealth in DeLand, FL, where understanding tax impacts is crucial. Her firm uses model-based asset allocation and provides flat-fee and independent advisory services, appealing to high earners seeking tailored investment and retirement solutions with transparent fees.
Experience: 4 years
Avg account: $506,095
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in DeLand, FL
Find advisors by type
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 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")