banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in Lake Mary, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Lake Mary, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Lake Mary, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Lake Mary, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

badge

Steven Hartman

Privada Wealth Management
AAMS®, AIF®
Steven Hartman, a financial fiduciary, provides financial services to clients in the Maitland, Florida area. Steven holds a AAMS®, AIF® certification. Steven has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
badge

Michael Franklin

Franklin Legacy Financial
Michael Franklin, a financial fiduciary, provides financial services to clients in the Oviedo, Florida area. Michael has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing, LLC

badge

McDonough Capital Management

CFP®
McDonough Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Orlando, Florida area.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, National Financial Services

Get Matched With Advisors