Top financial advisors in Lakeland, 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 or living in Lakeland, FL, and managing significant assets, you need an advisor who understands how to protect your wealth in a state with no income tax but other tax considerations. A common mistake is overlooking how property and sales taxes impact your overall financial picture.
- Homestead protection knowledge. Confirm how they leverage Florida's strong homestead laws to shield your primary residence from creditors and property tax increases.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your federal tax strategy, including capital gains and retirement income.
- Wealth migration insight. If you're relocating, check how they plan for the tax and financial implications of moving assets between states.
- Property and sales tax planning. Understand their approach to managing these taxes, which fund Florida's state operations and can affect your cash flow.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ryan B
Series 65
Lakeland, FL
AE Wealth Management, LLC
Ryan Bates offers expertise in tax-loss harvesting and retirement plans tailored for business owners, which is valuable for managing wealth in Lakeland's unique tax environment. His affiliation with AE Wealth Management, a large SEC-registered firm, provides access to diverse investment models and discretionary asset management, complemented by flexible flat-fee and negotiable AUM fee structures.
Experience: 12 years
Avg account: $387,358
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Todd B
Series 66
Lakeland, FL
Ameriprise
Todd Barrow's 32 years of experience and Series 66 designation equip him to address retirement income and Social Security optimization for clients in Lakeland, FL, where tax considerations like property and sales taxes are crucial. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he serves clients approaching retirement with a 0.15% AUM fee, differentiating him through extensive industry background and a broad service range.
Experience: 32 years
Avg account: $471,167
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Carl D
Series 66
Lakeland, FL
Alpha Advisors, LLC
Carl Dockery's 20 years of experience and Series 66 designation equip him to address Lakeland residents' wealth management needs, including real estate investing and life insurance analysis. His firm, Alpha Advisors, offers flat-fee and AUM-based pricing, serving individuals and entities with diversified portfolios that include tactical and alternative strategies, distinguishing him from advisors with narrower investment approaches.
Experience: 20 years
Avg account: $543,907
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Matthew A
CFP®, Series 63, Series 65
Lakeland, FL
LPL Financial
Matthew Antos brings 30 years of experience and CFP® certification to wealth management in Lakeland, FL, with expertise in retirement plans for business owners and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, he also manages nonprofit operations, providing a unique perspective compared to other advisors in the area.
Experience: 30 years
Avg account: $399,489
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Joel T
Series 65
Lakeland, FL
Invst, LLC
Joel Thornton Jr. in Lakeland, FL, offers expertise in wealth management and tax strategies for small businesses, which is crucial for navigating Florida's unique tax environment. His firm, Invst, LLC, manages over $1.5 billion with a diversified investment approach and provides flat-fee planning options, making his services accessible and tailored compared to other advisors in the area.
Experience: 17 years
Avg account: $573,156
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