Riverview, FL Office

F5 Financial Planning is a fee-only, NAPFA-approved advisory firm that provides comprehensive financial planning and investment management primarily for corporate executives, entrepreneurs, and families. The firm combines ongoing planning, one-time plan engagements, and retirement-plan consulting while managing client assets as part of an integrated planning relationship for approximately $169 million in client assets across three advisors.

The firm follows a fiduciary, long-term investment approach grounded in fundamental analysis and Modern Portfolio Theory, favoring buy-and-hold core allocations with periodic rebalancing and attention to cost and mutual‑fund/ETF share‑class selection. Investment management is provided on either a discretionary or non‑discretionary basis and is integrated with cash‑flow, tax, estate, and executive‑compensation planning to tailor strategies to each client’s objectives and risk tolerance.

Notable for a firm of its size, F5 operates from five offices, a configuration that is uncommon among similarly supported advisors and suggests a distributed client servicing model and local access points. The firm also offers virtual CFO (VCFO) services to businesses and uses artificial‑intelligence tools for real‑time note‑taking and project insights (with client opt‑out available), both features that distinguish its service mix from many peers.