Top financial advisors in Sarasota, 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 considering a move to Sarasota or already live here with significant assets, you might need an advisor who understands how Florida's tax environment affects your wealth. A common mistake is assuming no state income tax means you can ignore other tax impacts like property and sales taxes.
- Federal tax focus. Since Florida has no state income tax, ask how advisors optimize your federal tax strategy alongside local tax considerations.
- Property tax insights. Florida's property taxes and homestead exemptions can affect your net worth; check how advisors incorporate these into your plan.
- Wealth migration experience. Many clients relocate here for tax reasons; find out how advisors handle the complexities of moving assets across states.
- Long-term residency planning. Confirm how advisors address the impact of Florida's tax structure on your retirement income and estate plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gina T
Series 66
Sarasota, FL
NEwEdge Advisors
Gina Tedesco in Sarasota, FL, specializes in retirement plans for business owners and offers flat-fee financial planning up to $200,000, which suits clients seeking predictable costs. Affiliated with NewEdge Advisors, a large firm providing discretionary portfolio management and consulting, she brings four years of experience and a Series 66 designation, distinguishing her with a blend of business owner focus and institutional support.
Experience: 5 years
Avg account: $813,531
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Joseph L
Series 65, Series 66
Sarasota, FL
Hightower Advisors
Joseph Levine in Sarasota offers expertise in wealth management and tax-loss harvesting, which can help navigate Florida's unique tax environment for high-net-worth clients. Affiliated with Hightower Advisors, a large firm providing discretionary portfolio management and flat-fee structures, he brings experience from major financial institutions and entrepreneurial insight, distinguishing him from other local advisors.
Experience: 3 years
Avg account: $2,848,795
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Nicholas F
Series 63, Series 65
Sarasota, FL
Steward Partners Investment Advisory, LLC
Nicholas Fiegoli's 31 years of experience and Series 63 and 65 credentials position him well to navigate Sarasota's unique tax environment, including federal tax strategies and property tax considerations. Affiliated with Steward Partners Investment Advisory, a large firm managing over $28 billion, he offers flat-fee planning and serves high-net-worth clients, differentiating him with access to proprietary investment strategies and a broad client base.
Experience: 32 years
Avg account: $831,870
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Keith W
Series 66
Hanover, MA
Investment Advisory Group LLC
Keith Whitt offers wealth management expertise with a focus on passive and index investing, supported by 16 years of industry experience and a Series 66 designation. His firm employs a disciplined investment approach using Modern Portfolio Theory and behavioral finance, with flat-fee and independent service options, which may appeal to Sarasota clients seeking structured, cost-transparent financial planning.
Experience: 17 years
Avg account: $788,413
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Erik F
CFP®, Series 66
Sarasota, FL
Mass Mutual Investors Services
Erik Fischer's experience with multi-generational wealth transfer and estate planning guidance suits clients navigating Sarasota's unique tax environment, including property and federal tax considerations. His CFP® certification and affiliation with Mass Mutual Investors Services, a large firm offering diverse client services and educational programs, distinguish him from others by providing structured, goal-oriented planning for individuals and business owners.
Experience: 11 years
Avg account: $249,379
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