10 Best Financial Advisors Available in Orlando, FL

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Suppose you live in Orlando and are looking for good financial advisors to manage your money. In that case, this article is for you!

Did you know that a lack of personal finance knowledge costs the average American $1,200 a year? However, finding a good financial advisor can help you avoid these costs and get your finances on track.  

There are plenty of financial advisors in Orlando that can help you manage your money and reach your financial goals. Here are ten of the best financial advisors in Orlando, FL, for all your financial needs.

Top 10 Financial Advisors in Orlando, Florida

1. Primo Management Group

Financial Advisors in Orlando: Primo Management Group logo
Primo Management Group photo of two men discussing
Services Alternative dispute resolution, timeshare maintenance fee cancellation, mortgage cancellation, and timeshare contract matters
Location924 N Magnolia Ave Suite 202 PMB 1293 Orlando, FL 32803, United States
Operation HoursMonday – Thursday (10:00 AM – 7:00 PM), Friday (10:00 AM – 5:00 PM), Saturday and Sunday (Closed)
Phone+1 407-9340189
Email[email protected] 

Primo Management Group is a timeshare exit company located in Orlando, Florida. This company specializes in timeshare maintenance fee cancellation and mortgage collection. At the heart of Primo lies a mission to serve their clients and bring peace of mind by relieving their client’s timeshare obligations.

Primo understands the struggle, delay, and confusion that arise when canceling a timeshare contract. Hence, their dedicated timeshare elimination experts will act as your advocate to free you from your timeshare contract, mortgage, and maintenance fee bills.

Overall, working with Primo Management Group is worth consideration as it stands out in the industry for its communication with its clients and has strong ratings on multiple platforms.

2. KP Financial Firm

Financial Advisors in Orlando: KP Financial Firm logo
KP Financial Firm list of financial services
Services Free tax ID, free virtual storage, free double check for previous taxes, tax problem solutions, audit assistance, all states tax returns, cash flow, debt management, emergency fund, proper protection, build and preserve wealth, free notary, immigration forms, business registration, and credit repair
Location6900 Tavistock Lakes Blvd. Suite 400-2, Orlando, FL 32827, United States
Operation HoursMonday – Friday (9:00 AM – 6:00 PM), Saturday (10:00 AM – 5:00 PM), Sunday (Closed)
Phone+1 407-792-4500
Email[email protected] 

KP Financial Firm is another financial advisory group based in Orlando with more than 14 years of experience. The financial advisors of this firm provide individual consultant services that are sure to help alleviate any uncertainty and stress involved with your finances, taxes, and more.

Regardless of your income, KP Financial Firm strives to educate and empower you to make informed decisions about your finances and create personalized strategies for you and your family. 

With its wide range of tax, financial, and other professional services, this financial firm is one of the top choices for anyone needing help managing their money.

3. Oxford Advisory Group

Financial Advisors in Orlando: Oxford Advisory Group logo
Oxford Advisory Group photo of a man and a woman in discussion
Services Retirement income strategies, wealth management, annuities, Investments, traditional IRA, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, and IRA legacy planning
Location111 N. Orange Ave.Suite 775, Orlando, FL 32801, United States
Operation HoursMonday – Thursday (8:30 AM – 5:00 PM), Friday (8:30 AM – 3:00 PM), Sunday (Closed)
Phone+1 407-495-2004
Email[email protected] 

If you’re looking for a trustworthy financial advisor in Orlando, then Oxford Advisory Group might be the right fit for you. With more than 20 years of combined experience, this firm specializes in strategic retirement planning, including but not limited to tax-free income and social security maximization.

The Oxford Advisory Group helps you feel confident in your financial future. Their team of professionals can create well-thought-out strategies with various investments and insurance products and services to address your financial needs.

They can also refer you to professionals who provide services such as trusts, probate, charitable giving, estate planning, and tax planning.

4. Burgos & Brein Wealth Management

Financial Advisors in Orlando: Burgos & Brein Wealth Management logo
Burgos & Brein Wealth Management photo of a man analyzing the statistics
Services Financial advisor, retirement planning, IRA planning, insurance, financial analysis, long-term care planning, VA pension assistance, Medicaid planning, and actively managed investments
Location1060 Woodcock Rd., Orlando, FL, United States
Operation HoursMonday – Friday (9:00 AM – 5:00 PM), Saturday and Sunday (Closed)
Phone+1 866-949-7675
Email[email protected] 

As seen on multiple news and media channels, Burgos & Brein Wealth Management is one of the leading financial advisories in the United States. This firm is located in Orlando and specializes in VA pension assistance, Medicaid processing, retirement planning, asset protection, and long-term care planning.  

As an independent firm, Burgos & Brein offers a wide range of financial resources to help clients address their needs and goals. This firm strongly believes that tax-planning strategies, retirement planning, and estate conservation should be top priorities for individuals of all ages and income levels.

Hence, Burgos & Brein takes the stress out of planning for one’s financial future and building long-lasting relationships with their clients.

5. Florida Financial Advisors

Financial Advisors in Orlando: Florida Financial Advisors logo
Florida Financial Advisors photo of a man working on his laptop
Services Wealth management, investment strategies, 401(k) strategies, retirement planning, education planning, military financial advisors, estate planning, and tax and insurance strategies
Location622 E Washington St #320, Orlando, FL 32801, United States
Operation HoursMonday – Friday (8:00 AM – 6:00 PM), Saturday and Sunday (Closed)
Phone+1 407-557-8897
Email[email protected] 

Florida Financial Advisors (FFA) is an ideal firm to opt for if you want a personalized financial service that understands your needs and goals. This wealth management firm is committed to helping you reach your financial goals through financial planning, wealth management, tax and insurance strategies, and business owner services.

FFA takes pride in having an equipped and well-versed team to handle complex and highly specialized investment strategies that can help you build your financial future at any stage.

Are you planning for retirement, managing assets, your children’s education, or saving for your first home? Rest assured that the Orlando financial advisors are here and ready to help.

6. DiMercurio Advisors LLC

Financial Advisors in Orlando: DiMercurio Advisors LLC photo of a man in deep thought and planning
DiMercurio Advisors LLC photo of an individual signing a contract
Services Accounting services, tax services, business consultation, and business registration
Location111 N Orange Avenue Suite 1450, Orlando, FL 32801, United States
Operation HoursMonday – Friday (9:00 AM – 5:00 PM), Saturday and Sunday (Closed)
Phone+1 407-906-4376
Email[email protected] 

Take some weight off your shoulders with this financial firm based in Orlando! DiMercurio Advisors LLC is ready to assist you with its various accounting, tax, and business services that can help you address your financial needs. 

What sets DiMercurio Advisors LLC apart from other firms is its learning center for any questions you may have. This learning center is also where you can get resources for a basic tax strategy or accounting practice. You can even read up on a topic on this platform before speaking with a member of their team.

You are welcome to speak with the advisors of DiMercurio Advisors LLC if you are ready to invest or need help handling your account and taxes.

7. Security Financial Management, Inc.

Financial Advisors in Orlando: Security Financial Management, Inc logo
Security Financial Management, Inc. photo of an individual doing analysis
Services Retirement, investment, estate, insurance, tax, money, and lifestyle
Location2420 South Lakemont Avenue Suite 120 Orlando, FL 32814, United States
Operation HoursMonday – Friday (9:00 AM – 5:00 PM), Saturday and Sunday (Closed)
Phone+1 407-740-6553
Email[email protected] 

Security Financial Management takes pride in helping you organize your financial life, address your financial landscape, and continually monitor your progress as you work toward your goals. 

With more than three decades of rich experience, this firm understands the time, considerations, and calculations involved in getting to know your life goals. Hence, you can be assured of working with Security Financial Management to develop a financial plan centered around your goals.

You can expect individualized strategies, extensive financial management, and advanced technology to acquire risk preference with this financial firm!

8. AllGen Financial Advisors

Financial Advisors in Orlando: AllGen Financial Advisors logo
AllGen Financial Advisors Facebook post
Services Financial planning, investment management, and fiduciary responsibility 
Location100 W. Lucerne Circle Suite 200 Orlando, FL 32801, United States
Operation HoursMonday – Friday (8:30 AM – 5:30 PM), Saturday and Sunday (Closed)
Phone+1 407-210-3888
Email[email protected] 

AllGen Financial Advisors, Inc is an independent Registered Investment Advisory (RIA) firm. It offers a client-centric approach to its services at competitive prices.

Clients may work with AllGen to create plans and make informed decisions through their financial services. AllGen also helps determine what stocks, bonds, mutual funds, gold, ETFs, and real estate are right for you under investment management services.

AllGen is nationally recognized as one of the top financial advisors in the country. Through its various services, this financial firm strives to help you achieve financial freedom through its well-thought-out strategies and knowledge.

9. McDonough Capital Management

Financial Advisors in Orlando: McDonough Capital Management logo
McDonough Capital Management photo of two men in discussion
Services Investment planning, retirement planning, 401(k) management, common and preferred stocks analysis, and research, professional money management consulting, computerized financial planning services, tax services, college planning, insurance planning, estate/business planning, customized investment banking, and venture capital financing, and notary services
Location6000 Turkey Lake Road Suite 212 Orlando, FL 32819, United States
Operation HoursMonday – Friday (9:00 AM – 5:00 PM), Saturday and Sunday (Closed)
Phone+1 407-248-9647
Email[email protected] 

Here’s another reputable financial firm for you! This firm prides itself on positively impacting the community through financial knowledge. The Orlando Awards Program has awarded McDonough Capital Management the best Orlando Investment Advisor for the fourth consecutive year in a row.

Regardless of your situation, tolerance for risk, and goals, McDonough Capital Management is ready to help you prepare for the future and grow your investments for years to come.

10. Sunrise Wealth Advisors

Financial Advisors in Orlando: Sunrise Wealth Advisors Facebook picture
Sunrise Wealth Advisors photo of two individuals in discussion
Services Wealth management, employee plan options, 401(k) optimization, and risk analysis
Location6052 Turkey Lake Road, Suite 101, Orlando, FL 32819-4219, United States
Operation HoursMonday – Friday (9:00 AM – 5:00 PM), Saturday and Sunday (Closed)
Phone+1 407-351-3476
Email[email protected] 

Sunrise Wealth Advisors is an independent full-service financial firm catering to individuals, families, and small businesses across the country.

This reputable firm is focused on providing experienced financial planning and objective financial guidance for those who seek assistance in these areas. With over 75 years of combined experience, this firm is well-versed in many different investment scenarios.

If you’re looking for a financial firm with an array of services and strategies for your financial needs, then Sunrise Wealth Advisors might be an ideal choice for you.

Manage Your Finances with These Financial Advisories in Orlando!

Choosing a financial advisor to manage your money matters can be challenging. But finding the right one can ease a lot of weight off your shoulders.

With that said, we hope this list of top financial advisories in Orlando will help you get your finances on track.

FAQs about Financial Advisories in Orlando, FL

Is it worth it to hire a financial advisor?

A financial advisor is worth the cost if you are still determining how to manage your money or invest for your future. You may need expert financial advice at different turning points in life, such as when you have a child, obtain a promotion, or come into an inheritance.

Should I tell my financial advisor everything?

Be prepared to answer questions honestly, as financial advisors will ask you various personal questions about your financial plans and circumstances to recommend the most suitable products. However, remember that you don’t have to sign up for anything on the spot.

How do I prepare for my first meeting with a financial advisor?

Here are some things you can do to prepare yourself before meeting with a financial advisor: 
– List your assets and liabilities
– Draft your income and expenses
– List down your goals
– Consider your family’s needs
– Understand your financial strengths and weaknesses
– Prepare your financial documents
– Create a list of questions to ask your advisor

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