Explore Financial Advisors Serving Sarasota, FL

David P. Johnson provides expert legal services in estate planning, tax law, and related fields. Our Sarasota-based practice combines legal expertise with financial planning to protect clients' assets and futures. With board certifications in Wills, Trusts & Estates and Tax Law, we offer trusted guidance for individuals and businesses.

J. L. Bainbridge is a fiduciary-driven financial advisory firm in Sarasota, FL, specializing in personalized wealth management and multi-generational financial planning. We offer retirement strategies, estate planning, tax-efficient investing, and educational funding solutions to clients locally and globally. Our fee-only model and flexible minimums ensure accessible, transparent financial guidance aligned with individual client objectives.

Miller Gesko specializes in personalized wealth and personal business management for affluent individuals and families. We provide tailored financial strategies that address complex needs beyond standard portfolio management. Our approach combines comprehensive estate planning with day-to-day financial administration to help clients achieve long-term objectives.

Crescent Wealth Partners delivers comprehensive financial advisory services focused on wealth management, investment planning, and tax-efficient strategies. Our client-centric approach combines personalized guidance with data-driven solutions to help individuals and businesses achieve long-term financial security. We specialize in retirement planning, estate preservation, and risk management while maintaining strict independence to avoid conflicts of interest.

Plancorp is a fee-only fiduciary financial advisory firm specializing in holistic wealth management for high-net-worth individuals, families, and institutions. With 40+ years of experience, we offer customized solutions including retirement planning, estate strategies, tax optimization, and institutional asset management. Our evidence-based approach combines academic research with personalized service to help clients achieve long-term financial goals.

Full Spectrum Financial Group provides holistic wealth management services, combining personalized financial planning with industry-leading resources. We specialize in retirement strategies, estate planning, and investment management while prioritizing fiduciary responsibility. Our multigenerational team delivers customized solutions for clients at every life stage.

Prince Asset Management provides independent investment advisory services focused on dividend strategies and portfolio management. We help clients achieve long-term financial goals through personalized solutions, emphasizing sustainable income and reduced market volatility. Our expertise spans mutual funds, retirement planning, and risk-adjusted investment approaches.

Day Hagan Asset Management provides third-party advisory investment management services using quantitative models and tactical asset strategies. We specialize in ETF portfolios, risk management frameworks, and sector-specific allocations for institutional clients. Our research-driven approach combines technical analysis with macroeconomic indicators to optimize portfolio performance.

Five Points Investment Advisors is a fiduciary-driven financial advisory firm specializing in personalized investment management. We help clients achieve long-term financial goals through customized portfolios combining stocks, ETFs, and mutual funds. Our fee-only model and quarterly consultations ensure transparency and alignment with client interests.