Top financial advisors in Tallahassee, 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 Tallahassee or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is overlooking the impact of federal taxes and local property or sales taxes, which can significantly influence your planning.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your federal tax strategy alongside local tax considerations.
- Property tax insights. Confirm they understand homestead exemptions and how property taxes can affect your overall financial picture.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida, as this involves unique planning around asset protection and tax implications.
- Long-term planning. Ensure they consider how sales and tourism-related taxes might influence 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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Timothy D
Series 63, Series 66
Tallahassee, FL
LPL Financial
Timothy Dean's 16 years of experience and Series 63 and 66 licenses position him well to navigate Tallahassee's unique tax environment, including federal tax strategies and local property tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and consulting, he brings expertise in college savings plans and serves a diverse client base, which may provide broader insights compared to smaller, fee-only advisors.
Experience: 16 years
Avg account: $399,489
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William H
Series 63, Series 65, Series 66
Tallahassee, FL
Raymond James Financial
William Hilaman's 30 years of experience and leadership at Raymond James Financial in Tallahassee equip him to navigate Florida's unique tax environment, including federal tax strategies and property tax considerations. His flat-fee planning services and expertise in wealth management and business succession planning distinguish him from others, especially for clients seeking comprehensive, analytical financial guidance within a large firm setting.
Experience: 30 years
Avg account: $700,796
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Joshua G
Series 63, Series 66
Tallahassee, FL
Charles Schwab
Joshua Gravois offers expertise in multi-state taxation and real estate investing, which is valuable for managing wealth in Tallahassee's unique tax environment. Working at Charles Schwab, a large firm serving high-net-worth clients with a 0.80% AUM fee, he combines non-discretionary guidance with access to discretionary accounts, supported by multi-asset portfolios and centralized custody, differentiating him from advisors at smaller firms.
Experience: 2 years
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Stephen A
Series 63, Series 65
Tallahassee, FL
Independent Advisor Alliance, LLC
Stephen Austin's 11 years of experience and expertise in retirement plans for business owners and tax strategies for small businesses make him well-suited for clients managing wealth in Tallahassee, FL. Operating within Independent Advisor Alliance, a large firm offering flat-fee options and technology-enhanced portfolio management, he supports a diverse client base including individuals and small businesses, providing comprehensive financial planning and retirement consulting services.
Experience: 11 years
Avg account: $386,491
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Larry B
Series 65, Series 63
Tallahassee, FL
Bankers Life Advisory Services, Inc.
Larry Barlow offers wealth management services in Tallahassee with four years of experience and holds Series 65 and 63 designations. Working at Bankers Life Advisory Services, a large SEC-registered firm, he provides portfolio management using fundamental, technical, and cyclical analysis, catering to mass-affluent and high-net-worth clients with negotiable fees and hourly consulting options.
Experience: 4 years
Avg account: $172,460
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