Top Rated Financial Advisors in Sarasota, 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 Sarasota, 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 Sarasota, 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 Sarasota, 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.

Patricia Chevalier

Prudential

CASL^®, CFP^®, RICP^®, APMA^®, CLU^®, ChFC^®

Patricia Chevalier, a financial fiduciary, provides financial services to clients in the Sarasota, Florida area. Patricia holds a CASL^®, CFP^®, RICP^®, APMA^®, CLU^®, ChFC^® certification. Patricia has over years of experience.

Sarasota, FL

Telephone Advisor

Telephone: 847-814-8940

Visit Advisor Website

https://www.prudential.com/advisor/patricia-chevalier

View Research Report

Brian Messick

WeberMessick Weath Management

CPA, CFP^®

Brian Messick, a financial fiduciary, provides financial services to clients in the St. Petersburg, Florida area. Brian holds a CPA, CFP^® certification. Brian has over 27 years of experience.

St. Petersburg, FL

Telephone Advisor

Telephone: 727-295-4969

Visit Advisor Website

www.webermessick.com

View Research Report

Additional Information:

Years of Experience:
27 Years

Fee Structure


• Fee-Based
• Commissions
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
LPL Financial

Nathan Helms

LPL Financial

CFP^®, CIMA^®, CRPC^®

Nathan Helms, a financial fiduciary, provides financial services to clients in the Tampa, Florida area. Nathan holds a CFP^®, CIMA^®, CRPC^® certification. Nathan has over 14 years of experience.

Tampa, FL

Telephone Advisor

Telephone: 813-334-6500

Visit Advisor Website

https://www.wiseradvisor.com/enterprise/profile/index.html?wa=y&sid=1854820&pagecd=PROFILE&destid=20024016

View Research Report

Additional Information:

Years of Experience:
14 Years

Fee Structure


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

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Edelman Financial Engines, LLC

Mark Rowley, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Tampa, Florida area.

Tampa, 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.