Home > Financial Advisor Directory > florida > oviedo

Not sure which advisor
is right for you?

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

Registered Advisors

Top Rated Financial Advisors in Oviedo, 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 Oviedo, 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 Oviedo, 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 Oviedo, 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.

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.

Oviedo, FL

Telephone Advisor

Telephone: 407-971-2002

Visit Advisor Website

http://www.franklinlegacyfinancial.com/

View Research Report

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

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.

Maitland, FL

Telephone Advisor

Telephone: 321-280-9081

Visit Advisor Website

https://www.privadawealth.com/

View Research Report

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

Edelman Financial Engines, LLC

Eric Lasso, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Orlando, Florida area.

Orlando, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

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.

Orlando, FL

Telephone Advisor

Telephone: 407-248-9647

Visit Advisor Website

http://www.mcdonoughcapital.com/

View Research Report

Additional Information:

Years of Experience:
37 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):
Charles Schwab, National Financial Services

Edelman Financial Engines, LLC

Paul Dau, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Melbourne, Florida area.

Melbourne, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Get Matched With Advisors

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

Learn More