Top financial advisors in Sanford, 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 Sanford, FL, 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 low overall taxes, overlooking property and sales taxes that impact your budget.
- Florida tax nuances. Confirm how they factor in property and sales taxes alongside federal taxes to avoid surprises.
- Wealth migration insight. Ask how they leverage Florida's homestead protections to safeguard your assets.
- Long-term planning. Ensure they consider your entire financial picture, not just immediate tax savings.
- Local market knowledge. Check their familiarity with Sanford's economic and real estate trends that influence your investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gary K
Series 63, Series 65
Sanford, FL
KALTBAUM Capital Management
Gary Kaltbaum's 41 years of experience and leadership at Kaltbaum Capital Management equip him to navigate Sanford's unique tax and market environment, especially for high-net-worth individuals. His firm combines fundamental and technical analysis with active portfolio management and offers discretionary services, differentiating him through a tailored approach and a fee structure including up to 2% AUM and quarterly consulting fees.
Experience: 42 years
Avg account: $488,529
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Barbara D
Series 63, Series 65, Series 66
Sanfod, FL
Greenup Wealth
Barbara Deboer brings 31 years of experience and holds Series 63, 65, and 66 licenses, making her well-equipped to navigate Sanford, FL's unique tax environment, including property and sales taxes. At Greenup Wealth, she offers flat-fee financial planning and discretionary portfolio management, serving both individual and high-net-worth clients with a blend of fundamental and quantitative investment strategies, distinguishing her from advisors with narrower focuses.
Experience: 31 years
Avg account: $919,187
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Demel G
CFP®, Series 63, Series 66
Sanford, FL
Heartwood Financial Services
Demel Gonzalez offers expertise in managing concentrated stock portfolios and understands Sanford's local market, including Florida's tax nuances, which is crucial for wealth management in the area. With 26 years of experience and a flat-fee structure, she provides personalized, independent advisory services primarily to individual and high-net-worth clients, differentiating her through a blend of fundamental and technical investment analysis.
Experience: 26 years
Avg account: $1,221,793
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Benjamin S
Series 63, Series 65
Sanford, FL
Fidelity
Benjamin Strait's 28 years of experience and role at Fidelity equip him to navigate Sanford's unique tax and real estate environment, especially for families. His expertise in wealth management and active portfolio management, combined with a focus on parents and a large-firm background, distinguishes him from other advisors by offering tailored strategies within a well-established institution.
Experience: 28 years
Avg account: $234,793
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Todd S
Series 63, Series 66
Orlando, FL
Truist Advisory Services
Todd Sowpel's 26 years of experience and Series 63 and 66 licenses equip him to navigate Sanford's unique tax environment, including property and sales taxes, for effective retirement income strategies and business owner plans. Affiliated with Truist Advisory Services, a large SEC-registered firm, he offers a 2.25% AUM fee and combines model portfolios with advisor-led asset allocation, distinguishing him from advisors at smaller firms.
Experience: 26 years
Avg account: $560,278
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