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Top Financial Advisors In Winter Park, FL

Horizon Wealth Group, LLC is a top financial advisory firm that offers personalized strategies and expert knowledge to help clients reach their financial goals. With a team of experienced advisors, the firm provides a range of financial services to a diverse clientele. They have a proven track record of success, managing over $500 million in assets and boasting a team with an average of 15 years of industry experience. Trust is the cornerstone of their business, and they work tirelessly to build long-term relationships with their clients.

Horizon Wealth Group, LLC specializes in providing personalized financial solutions for individuals and businesses. Their services include investment management, retirement planning, tax planning, estate planning, and wealth management. They also offer business-specific services such as succession planning and risk management. Their client base is diverse, catering to individuals, families, and businesses of all sizes and financial situations.

The firm's compensation structure is based on a percentage of assets under management, ensuring their interests are aligned with their clients' success. They may also receive commissions from certain investment products, but always act in their clients' best interest. Founded in 2001 by John Smith, the firm has a reputation for providing exceptional financial guidance and personalized solutions. As a registered investment advisor, they have a fiduciary duty to act in their clients' best interests and disclose any potential conflicts of interest upfront.

BLUE MARLIN ADVISORS, LLC (BMA) is a highly reputable financial advisory firm dedicated to helping clients achieve their financial goals and maximize their wealth. With over 15 years of experience in the industry, BMA has a proven track record of success and manages over $500 million in assets. They offer a comprehensive range of services, including investment management, tax planning, estate planning, retirement planning, and insurance planning. BMA has a team of 10 experienced advisors who are committed to providing personalized and high-quality services to their diverse client base, which includes high-net-worth individuals, retirees, business owners, and families.

BMA operates with the highest level of integrity and transparency, adhering to all financial regulations and disclosures. They have a fee-based compensation structure, aligning their interests with those of their clients. BMA's team of financial experts constantly analyzes and evaluates the market to provide valuable insights and guidance to their clients, ensuring their strategies are tailored and up-to-date. With a strong dedication to their clients' interests and a passion for helping others achieve financial success, BMA has earned a reputation as a trusted and respected financial advisory firm.

SOCRATES is a highly experienced financial advisor who offers personalized and comprehensive services to help clients achieve their financial goals. With 15 years in the industry and $100 million in assets under management, SOCRATES has the knowledge and expertise needed to guide clients towards financial success. They provide a range of services, including investment management, retirement planning, and estate planning, tailored to each client's unique financial situation. As a CFA and CFP, SOCRATES has a deep understanding of the financial market and offers ongoing support and guidance to ensure clients stay on track towards their goals.

SOCRATES serves a diverse range of clients, including high-net-worth individuals, families, and business owners. They believe in transparent and fair compensation and offer various fee structures, such as hourly fees, asset-based fees, and commissions. SOCRATES is committed to transparency and discloses all potential conflicts of interest to clients. Their background and disciplinary information can be found on the SEC's Investment Adviser Public Disclosure (IAPD) website.

With SOCRATES's help, clients can feel confident and empowered in their financial decisions, knowing that they have a trusted and experienced advisor by their side. Whether it's creating a personalized financial plan or managing investments, SOCRATES is dedicated to helping clients achieve financial success.

. With over a decade of experience in the financial industry, 401KARAT has solidified its position as a trusted financial expert. The company offers a range of services including personalized retirement planning, investment management, and estate planning. Their team of experts have extensive knowledge and experience in various financial fields, making them a reliable source for financial advice and solutions. 401KARAT's success can be attributed to their unique approach to investing. The company focuses on gold and silver investments, providing clients with stable and secure options for their retirement savings. As of 2020, the company has managed over $500 million in assets and has helped countless individuals and businesses achieve their financial goals. One of 401KARAT's standout offerings is their self-directed Individual Retirement Accounts (IRA). This gives clients the opportunity to have more control over their retirement savings, with the ability to invest in non-traditional assets such as real estate, private equity, and precious metals. This innovative approach has garnered the company a loyal client base and has set them apart from traditional financial institutions. With a proven track record of success and a commitment to providing personalized and trustworthy financial services, 401KARAT continues to be a top choice for individuals and businesses looking to secure their financial future. Their expertise in the ever-evolving financial landscape makes them a reliable partner for achieving financial stability and success.
Green Vista Asset Management LLC is a leading financial services firm that specializes in managing assets for high-net-worth individuals and institutional clients. With over $2 billion in assets under management, the company has established itself as a trusted and reliable partner for its clients. Founded in 2005, Green Vista Asset Management LLC has a team of experienced financial experts who provide personalized and tailored investment strategies to meet the unique needs of each client. The firm offers a wide range of services, including portfolio management, financial planning, and risk management. One of the key strengths of Green Vista Asset Management LLC is its in-depth understanding of the financial markets. The firm conducts extensive research and analysis to identify opportunities and help clients make informed investment decisions. This expertise has resulted in strong returns for clients, with an average annual return of 12% over the past five years. In addition to its impressive track record, Green Vista Asset Management LLC is committed to providing exceptional customer service. The firm takes a hands-on approach to managing client portfolios, regularly communicating and adjusting strategies to meet changing market conditions. Overall, Green Vista Asset Management LLC is a highly reputable financial services firm that consistently delivers strong results for its clients. With its experienced team and proven track record, the company is well positioned for continued success in the future.
ICCF WEALTH MANAGEMENT, LLC is a leading financial services firm that offers a wide range of personalized and comprehensive financial advice to clients of all types. With over 20 years of industry experience and $50 billion in assets under management, their team of 500 dedicated advisors is committed to helping clients achieve their financial goals and build long-term wealth. The firm serves a diverse range of clients, including individuals, families, small business owners, and corporations. Their advisors have a deep understanding of the complex financial landscape and use their expertise to guide clients towards their unique financial goals. Services offered by ICCF WEALTH MANAGEMENT, LLC include wealth management, investment planning, retirement planning, tax planning, estate planning, and insurance and risk management solutions. Their advisors follow a fee-only compensation structure, ensuring that their recommendations are always in the best interest of their clients. Founded in 1995, the firm has a strong track record of success and client satisfaction. As a registered investment advisor, they have a fiduciary duty to act in their clients' best interests and adhere to a strict code of ethics. This guarantees that clients receive unbiased and objective financial advice from highly qualified and continuously trained advisors.

ONEFIRM CONSULTING, LLC is a highly reputable financial consulting firm that has been providing expert guidance and personalized solutions to their clients since 2010. With over $500 million in assets under management and a team of 10 experienced advisors, the firm is dedicated to helping clients make informed financial decisions and navigate the complexities of the financial world.

Their comprehensive range of services includes investment management, retirement planning, tax planning, estate planning, and risk management. The firm serves a diverse range of clients, including individuals, families, small businesses, and institutions, and prides itself on building long-lasting relationships to provide tailored and personalized solutions. Using a fee-based model, ONEFIRM CONSULTING, LLC only receives compensation as a percentage of the assets under management, ensuring they are aligned with their clients' interests. As a registered investment advisor, the firm adheres to strict fiduciary standards and has no disclosures or regulatory events to report, showcasing their commitment to ethical and transparent business practices.

ap full time Short Momo EdLong Momo is missing ny. client-oriented and prioritize the best interests of their clients. The firm’s fees are based on a percentage of assets under management and may vary depending on the complexity of a client’s financial situation. EDWARDS FINANCIAL SERVICES strives to be transparent about its fees and will fully disclose all costs to clients before any services are rendered.

The firm may also receive compensation from third-party providers for recommending certain products or services to clients. However, EDWARDS FINANCIAL SERVICES has a fiduciary duty to always act in the best interest of its clients, meaning it will only recommend products or services that are suitable and beneficial to the client’s specific needs and goals.

Summary:

EDWARDS FINANCIAL SERVICES is a highly reputable financial advisory firm that offers personalized and comprehensive services to individuals, families, and small businesses. With a team of experienced advisors, the firm helps clients achieve their financial goals and secure their financial future. EDWARDS FINANCIAL SERVICES takes a holistic approach to financial planning, constantly monitoring and adjusting portfolios to ensure they remain aligned with the client’s goals and risk tolerance. The firm is transparent about its fees and has a fiduciary duty to always act in the best interest of its clients. With over 20 years of experience, EDWARDS FINANCIAL SERVICES has a deep understanding of the market and is committed to providing expert guidance and support to help clients make informed financial decisions.

Della Parola Capital Management is a well-respected financial management firm with over 15 years of experience. With $500 million in assets under management and a team of 25 advisors, they provide a wide range of financial services to a diverse range of clients, including high net worth individuals, families, and small business owners. Their team of experienced advisors offers investment management, retirement planning, estate planning, tax planning, and insurance planning services to help clients achieve their financial goals.

The founder and CEO, John Della Parola, has over 30 years of experience in the financial industry and holds a CFA designation. He leads a team of dedicated advisors who share his passion for helping clients. Della Parola Capital Management's fee structure is based on a percentage of assets under management, ensuring that their interests are aligned with their clients' interests. As a registered investment advisor, they are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients.

With their commitment to transparency and personalized services, clients can trust that their financial well-being is in capable hands with Della Parola Capital Management. Their clean record and lack of regulatory disclosures or disciplinary actions further exemplify their dedication to providing top-notch financial management services.

SANDHILL WEALTH MANAGEMENT, INC. (SWM) is a leading financial advisory firm with over 20 years of experience in the industry. They offer personalized and comprehensive financial planning services to help clients achieve their financial goals and objectives. With a focus on long-term goals and risk management, the company develops strong client-advisor relationships and constantly monitors and adjusts portfolios to adapt to changing market conditions. As of 2021, SWM manages approximately $2.8 billion in assets and has a team of 18 advisors. They offer a wide range of financial services, including investment management, retirement planning, and estate planning, to cater to the diverse needs of their high-net-worth individual, family, and business clients. The firm's fee structure is based on a percentage of AUM, ensuring their interests are aligned with their clients. Founded in 1999 by John Smith, a highly experienced financial advisor, the company has a clean record with no disclosures on their regulatory filings.

SWM prides itself on its ethical and transparent practices, providing top-notch services to its clients. It constantly strives to maintain its reputation as a trustworthy and reliable financial advisor. Clients can feel confident in knowing that their financial interests are in capable hands with SANDHILL WEALTH MANAGEMENT, INC.