Top financial advisors in Orlando, 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 Orlando or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means you can ignore other taxes like property or sales tax, which can impact your overall plan.
- Federal tax focus. Confirm how they integrate federal income tax strategies with Florida's unique tax environment.
- Property tax insights. Ask how they help you navigate property tax implications, especially with Florida's homestead protections.
- Wealth migration experience. Look for advisors familiar with relocating clients to Florida and the financial adjustments involved.
- Long-term planning. Ensure they consider how tourism-driven taxes might affect your spending and investment decisions over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Maria Goretti G
Series 65
Orlando, FL
New Era Advisory
Maria Goretti Garcia in Orlando offers expertise in divorce financial planning and business sale tax planning, which can be valuable for managing complex tax situations in Florida. Her firm, New Era Advisory, serves individuals and high-net-worth clients with a strategic asset allocation approach and offers flat-fee, project-based financial planning, distinguishing her from advisors with traditional AUM fee models.
Experience: 8 years
Avg account: $400,838
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Christopher B
Series 66
Orlando, FL
Raymond James Financial
Christopher Bozas offers expertise in general retirement and business succession planning, which is valuable for managing wealth in Orlando's unique tax environment. Operating within Raymond James Financial, a large firm known for non-discretionary planning and asset allocation analysis, he provides flat-fee services and has seven years of industry experience, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 8 years
Avg account: $700,796
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Meghan C
ChFC®, Series 65
Orlando, FL
Oakmonte Wealth Management
Meghan Collins offers wealth management and real estate investing expertise in Orlando, integrating modern portfolio theory with long-term trading strategies suited for Florida's tax environment. Her flat-fee financial planning and focus on high-net-worth clients distinguish her from others, alongside her ChFC® designation and experience with pension consulting and charitable organizations.
Experience: 3 years
Avg account: $2,945,240
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Fernando V
Series 66
Orlando, FL
J.P. Morgan Securities
Fernando Velandia's 13 years of experience at J.P. Morgan Securities equip him to address the complex tax and wealth management needs of clients in Orlando, including navigating Florida's unique tax environment. His background with a large firm offering institutional consulting and customized asset allocation advice distinguishes him from advisors focused solely on individual wealth management.
Experience: 13 years
Avg account: $318,381
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Michael B
Series 66
Orlando, FL
Edward Jones
Michael Broadus, based in Orlando, FL, offers expertise in retirement plans for business owners and business succession planning, which can be crucial for managing wealth in Florida's unique tax environment. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a fiduciary standard, differentiating him from smaller local advisors.
Experience: 6 years
Avg account: $246,728
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