Browse all Seasoned advisors in Florida

Every advisor below is licensed to work with clients in Florida. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Florida advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	12,725
Executive	7,549
Retired	7,518
Wealth management	6,396
Tax-loss harvesting	5,411
Retirement plans for business owners (SEP, solo 401k)	3,639
General retirement planning	3,268
Retirement income strategy	3,142
Active portfolio management	2,582
Approaching retirement	2,448
Cash flow / budgeting	2,200
General estate planning guidance	2,142
Annuities	2,102
Mid-Career Professionals	2,013
College savings (529s, UTMA, etc.)	1,860
HENRY (High Earners, Not Rich Yet)	1,663
Private / alternative investments	1,630
Income planning	1,573
Options & derivatives strategies	1,567
ESG / Sustainable investing	1,438
Business exit / sale strategy	1,271
Social Security optimization	1,049
Charitable giving & philanthropy	965
Equity compensation tax strategy	962
Retirement withdrawal strategies	915
Passive / index investing	909
Business succession planning	752
Concentrated stock management	744
Divorce financial planning	642
Self-Employed	596
Real estate investing	525
Planning for children with special needs	400
Multi-generational wealth transfer	397
Attorney	313
Business ownership considerations	251
Financial Professional	239
Married/Couples/Partners	228
General tax planning	221
Divorced	191
Women Professionals	174
Established Professionals	168
Long-term care insurance	133
Parents	119
Consultant	107
Tax strategies for small businesses	85
Debt management	77
Educators, Teachers, and Academics	74
Women's Finance	74
Values-based investing	68
Life insurance needs analysis	64
Factor investing / smart beta	62
Family Business	57
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	48
Doctor or Medical Professional	46
Charitable giving tax strategies	44
Business sale tax planning	42
Retired	42
Liquidity event planning	35
Religious/faith focused	24
Professional Athlete	23
Business Financial Management	22
Intergenerational Families	22
Roth conversion strategy	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Medicare planning	17
Military & Veterans	16
Disability insurance	15
Trust structures (GRAT, IDGT, revocable)	15
Young Professionals	15
Inheritance planning	12
Stock option exercise strategy	11
Early retirement planning	9
Elder care planning	7
Widow/Widower	7
10b5-1 plan design	5
Christian Faith Based	5
Immigrants	4
Government Employee	3

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