Connect with Top-Rated Financial Planners in Sarasota!

Govic Capital is a boutique wealth management firm specializing in tax-efficient investments and wealth preservation. We provide a wide range of investment options, including individual stocks, mutual funds, ETFs, structured products, and alternative investments. Our emphasis is on wealth preservation and multi-generational planning. We also assist with insurance, annuities, and employee benefit programs.

Yaegers Financial provides comprehensive financial planning services, including retirement planning, investment planning, college planning, estate planning, and insurance planning. Our dedicated team takes a holistic approach to financial planning, creating personalized plans that address our clients' unique needs and goals.

David P. Johnson is a certified attorney with over 30 years of experience in estate planning and financial services. He provides a range of services including wills, trusts, estate planning, estate and trust administration, litigation, real estate, business law, and tax law. With his expertise in financial planning and asset protection, David helps individuals and families achieve their long-term financial goals. He is a certified financial planner and a certified public accountant, and has been recognized for his professionalism and ethics in the practice of law.

JL Bainbridge is a Sarasota-based family wealth management firm that loves helping clients manage and control their financial well-being before and throughout retirement. As investment advisors, the team of professional money managers at JL Bainbridge helps clients with financial planning, 401(k) strategies, retirement and estate planning, and more. With over 42 years of experience, the firm has a longstanding promise to clients, ensuring they're at the center of everything they do. They are a fee-only firm, with a flexible minimum investment requirement. They serve clients and their families worldwide.

Miller Gesko Wealth Management is a specialized wealth and personal business management firm for the affluent. We believe that in order to successfully guide your journey we need to first understand where you came from, who and what is important to you and where you and your family want to go. Our team of experts will work closely with you to understand your unique goals and create a customized wealth management strategy tailored to your needs. We offer a range of services including wealth management, investment advice, and estate planning. With years of experience and a deep understanding of the markets, we can help you achieve your financial goals and secure your financial future.

As a professional Investment Advisor, Five Points Investment Advisors, LLC provides sound advice and guidance to individuals and businesses, helping them achieve their financial goals. With a customized blend of investments, including individual stocks, mutual funds, closed-end funds, and exchange-traded funds (ETFs), the company offers comprehensive investment solutions tailored to each client's needs. With a focus on total return, income, and capital appreciation, Five Points Investment Advisors, LLC works with clients to manage their investment portfolios and achieve long-term success.

Rosenberg Asset Management, a family-owned business in Sarasota, Florida, offers personalized financial services to individuals and businesses. Our team, consisting of experienced professionals, aims to provide flawless and uncompromising service to each client. We specialize in retirement planning, estate management, insurance, tax advice, and investment strategies. Our goal is to set the standard for all other financial advisory firms, focusing on ethics, morals, and family values.

The Sleight Group is a financial advisory firm offering investment advisory services and insurance services. They provide a holistic approach to financial planning, specializing in pre-retirement, retirement, and income planning for successful business owners and their families.

We strive to provide personalized advice and superior results for all of our clients. Thank you for trusting us with your investments. access your account TRUST. INTEGRITY. MUTUAL RESPECT. These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.

Crescent Wealth Partners is a comprehensive financial services firm that provides customized financial planning, investment management, and wealth protection services to individuals and families. With over 35 years of experience, we have a passion for helping our clients make the most important financial decisions of their lives. We offer a range of services, including investment solutions, small business consulting, tax planning, legacy and estate planning, funding for education, and charitable donations. Our experienced team of professionals will work with you to understand your financial goals and create a personalized plan to help you achieve them. Whether you are seeking to grow, protect, and manage your wealth, we are here to support you every step of the way.

Plancorp is a financial planning and wealth management company that provides personalized financial solutions to individuals, families, and businesses. They offer a range of services including wealth management, family office, business solutions, and institutional asset management. Their experienced team of professionals works closely with clients to develop a customized financial plan that aligns with their goals and values.

Long Wealth Advisory Group, a leading financial planning and wealth management firm, specializes in providing tailored guidance to successful families, individuals, and businesses in the Sarasota Coastal Area. With over a century of combined financial services experience, our team delivers comprehensive wealth management solutions that cater to unique client needs. Our expertise spans investment management, retirement planning, estate planning, and more, ensuring our clients achieve their financial goals.

Full Spectrum Financial Group, based in Sarasota, FL, is dedicated to providing comprehensive financial planning and investment advisory services to individuals, families, and businesses. Our experienced team of professionals focuses on aligning your wealth with your goals, bringing clarity and order to your financial life. We address all aspects of your wealth under one roof, creating a personalized pathway toward achieving your financial objectives. Our expertise includes retirement planning, estate planning, investment management, and more. We prioritize building deep, personal relationships based on trust and integrity.

HPA Financial Group is a team of experienced financial advisors providing expert guidance in wealth management, retirement planning, and tax planning to help individuals achieve their financial goals. Our team takes a personalized approach to understand each client's unique financial situation and creates customized financial plans to maximize their income in retirement. We offer a range of services including investment management, risk management, and estate planning to ensure our clients' financial security. With over 60 years of collective planning experience, our team is dedicated to helping individuals achieve their financial goals and live a fulfilling lifestyle. Whether you're planning for retirement, protecting your assets, or simply looking for financial guidance, we're here to help.

Lashley Wealth Management Inc. is an independent wealth management firm providing personalized financial planning and investment services to individuals, families, and foundations across the United States. With a focus on healthcare professionals and a broad spectrum of executives, business owners, and entrepreneurs, the firm offers a holistic approach to retirement income, family legacy, and estate planning strategies.

Prince Asset Management, Inc. is an independent, fee-only, investment advisory firm based in Sarasota, Florida. Founded in 1998, we successfully manage investment portfolios for individuals and corporations using a highly disciplined strategy. Our investment philosophy is centered on the belief that in the long run, business performance and stock price performance converge. We provide investment management services to individuals and institutions through separately managed portfolios and mutual funds.

Day Hagan is a financial services company that offers a range of investment management strategies, including Day Hagan Smart Sector, Day Hagan Smart Sector International, and Day Hagan Smart Sector Balanced Portfolios. The company uses a quantitative, scientific, unemotional, and model-based approach to investment, aiming to provide better risk-adjusted returns. Their strategies include ETFs, fixed income, and equity investments, catering to different client needs and risk profiles.