Top financial advisors in Ormond Beach, 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 Ormond Beach, FL, or managing wealth here, you need advisors who understand how Florida's tax landscape differs from other states. A common mistake is assuming no state income tax means low overall taxes, which overlooks property and sales taxes that can impact your finances.
- Florida tax nuances. Confirm how they incorporate federal tax strategies with local property and sales tax considerations.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they have experience advising clients relocating to Florida and managing related financial transitions.
- Long-term planning focus. Ensure they consider how Florida's tax structure affects your estate and retirement plans over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kurt R
Series 63, Series 66
Jacksonville, FL
Wells Fargo Clearing
Kurt Rodriguez, based in Ormond Beach, FL, brings 11 years of experience and expertise from Wells Fargo Clearing, a large firm known for its IPS-driven investment approach and retirement plan consulting. His flat-fee structure and focus on high-net-worth clients differentiate him from others, offering tailored services that consider Florida's unique tax and estate planning challenges.
Experience: 12 years
Avg account: $475,575
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Tara S
CFP®, Series 63, Series 65
Ormond Beach, FL
Compass Financial Advisory Services, LLC
Tara Sanders offers deep expertise in retirement income strategy and wealth management, crucial for navigating Florida's unique tax environment in Ormond Beach. With 31 years of experience and a CFP® certification, she provides fee-based portfolio management through Compass Financial Advisory Services, which specializes in segmented income and growth strategies and serves high-net-worth clients, including Publix employees.
Experience: 31 years
Avg account: $511,305
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Barry W
Series 63, Series 65
Ormond Beach, FL
Truist Advisory Services
Barry Whitaker's 19 years of experience and Series 63 and 65 licenses equip him to address retirement income strategies and business owner retirement plans in Ormond Beach, FL, where understanding local tax nuances is crucial. Affiliated with Truist Advisory Services, a large SEC-registered firm offering diverse investment solutions and manager-of-managers programs, he provides access to extensive resources and research, differentiating him from advisors at smaller firms.
Experience: 19 years
Avg account: $560,278
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Connie W
ChFC®
Ormond Beach, FL
Capstone Investment Management LLC
Connie Wiltfong offers expertise in general retirement planning and tax strategies, which are crucial for managing wealth in Ormond Beach's unique tax environment. As an independent advisor with a flat-fee option and four years of experience, she provides personalized financial plans typically completed within 30 days, distinguishing her with a tailored approach and quarterly account reviews.
Experience: 4 years
Avg account: $315,970
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Chad P
CFP®, Series 63, Series 65, Series 66
Ormond Beach, FL
J.P. Morgan Securities
Chad Parsons offers wealth management expertise in Ormond Beach, FL, with 17 years of experience and CFP® certification, making him well-versed in local tax nuances and long-term planning. Affiliated with J.P. Morgan Securities, a large firm providing institutional consulting and customized investment advice, he serves executive and founder clients with a 0.30% annual AUM fee, distinguishing him through both firm resources and personal community involvement.
Experience: 17 years
Avg account: $318,381
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