Top financial advisors in Venice, 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 Venice, FL, or already live here and want to protect your wealth, you need an advisor who understands 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 the advisor knows how to navigate federal taxes alongside Florida's property and sales taxes.
- Homestead protection expertise. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they have experience helping clients relocate to Florida and manage the financial changes involved.
- Long-term planning focus. Ensure they consider how Florida's tax structure affects your retirement income and estate plans over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Julia S
CFP®, Series 66
Venice, FL
Raymond James & Associates
Julia Stalnaker's 25 years at Raymond James & Associates in Venice, FL, equip her to navigate Florida's unique tax landscape, including property and sales taxes, for effective retirement and wealth management. Her CFP® certification, flat-fee structure, and experience with a large firm distinguish her from others, while her community involvement reflects a deep local commitment.
Experience: 25 years
Avg account: $788,879
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Stephen W
CFP®, Series 63
Venice, FL
Wells Fargo Advisors
Stephen Wanvig's 34 years of experience and CFP® certification equip him to navigate Venice, FL's unique tax environment, including property and sales taxes. As part of Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers specialized planning for business exits and special needs, distinguishing him with a broad service menu and community involvement that may appeal to local residents.
Experience: 34 years
Avg account: $514,335
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Benjamin K
Series 63, Series 66
Nokomis, FL
J.P. Morgan Securities
Benjamin Krich's 13 years of experience and Series 63 and 66 licenses position him well to address the unique tax considerations in Venice, FL, including property and sales taxes. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he provides a comprehensive approach with a 0.30% annual AUM fee, catering to executives and business owners.
Experience: 13 years
Avg account: $318,381
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Paige O
Series 66
Venice, FL
Edward Jones
Paige Olin, based in Venice, FL, specializes in retirement income strategies and business ownership considerations, which are crucial for navigating Florida's unique tax environment. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a comprehensive advisory program with a fee of up to 1.35% annually, catering especially to women professionals and business owners.
Experience: 1 year
Avg account: $246,728
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Eric C
Series 63, Series 65, Series 66
Venice, FL
Cetera
Eric Caplinger brings 37 years of experience and expertise in wealth management and tax-loss harvesting, which is crucial for navigating Florida's unique tax environment in Venice. Operating within Cetera, a large firm with over 6,800 advisors, he offers flat-fee and hourly consulting options, catering to high earners and those approaching retirement, distinguishing him with flexible fee structures and extensive industry background.
Experience: 37 years
Avg account: $306,089
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