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Florida Financial Advisors

December 8, 2022

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Wealth management and financial planning take a lot of work and knowledge. Florida residents can benefit from the services of a qualified financial advisor to help manage their finances and investments.

Financial advisors help clients understand the complexities of investing, budgeting, retirement planning, estate planning, and more. This article covers some of the best financial advisors in Florida to help you make informed decisions about your money.

What is Wealth Management?

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Wealth management is a comprehensive financial planning approach that uses experienced financial advisers to help individuals manage their financial success.

The goal of wealth management is to help clients grow and preserve their assets, while also providing for their short- and long-term financial goals. Wealth management services can include investment management, taking advantage of social security retirement benefits estate planning, tax planning, retirement planning, and more.

While some individuals may choose to handle their wealth management and business finance on their own, many others prefer to work with experienced professionals who can provide comprehensive guidance and support.

Why is Florida a great place to find financial advisors?

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Florida is a great place to find financial advisors because of the high concentration of wealth management firms and registered financial advisers. According to a study by the Securities Exchange Commission, there are over 1,400 registered financial advisers in Florida. This means that investors have a wide selection of advisors to choose from when seeking knowledgeable financial advice. 

Floridian investors also benefit from the experience of financial advisors who have been assisting investors in the state for many years. Financial advising is not a one-size-fits-all industry, and it's important to find an advisor who understands your specific financial needs.

Fortunately, with such a large pool of advisers in Florida, it's easy to find an experienced professional who can provide the guidance you need to reach your financial goals.

What to look for when selecting a financial advisor in Florida?

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With so many Florida financial advisors employees providing knowledgeable financial advice in the state, it's important to go through the needle-in-a-haystack process of selecting the right wealth management firm for you. Here are some factors to consider when selecting a financial advisor in Florida.

Experience

When you're looking for a financial advisor, you naturally want someone with experience. Look for an advisor with a background in wealth management, asset allocation, and retirement planning. These are all key areas of expertise, and a good financial advisor should be able to demonstrate their familiarity with the subject matter. An investment portfolio, for example, often contains dozens of different assets and resources.

A good advisor will be able to explain how these options work and help you make the best decisions for your needs.

Ultimately, experience is one of the most important qualities to look for in a financial advisor. With an experienced advisor on your side, you can feel confident that your finances are in good hands.

Exceptional Customer Service

Customer service is the blood that runs through any successful financial advising firm. You want to be able to trust your advisor and feel comfortable with them helping you reach your financial goals.

It's important to find a qualified financial advisor that listens to you and provides timely responses so that you can make the best decisions for your future.

Additionally, you should look for an advisor who offers a range of services so that you can receive comprehensive financial advice and guidance.

Top-notch services

A top-notch financial advisor will do more than simply help you manage your money. They will take the time to get to know you and your unique financial goals.

They will then develop a personalized financial plan that takes into account your own circumstances, including your stage in life, your investment targets, and any debts or other liabilities you may have.

If you're self-employed or own your own business, good financial advisors can be an invaluable asset, guiding everything from retirement planning to tax optimization.

In short, comprehensive financial planning services can make a big difference in your long-term financial success.

Finding a Top Financial Advisor Firm in Florida

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In many states, such as Florida, there are many advisor firms, so it is difficult for people to choose one that best fits their needs.

We have compiled a complete listing of Florida financial advice providers. 

These firms are, according to their respective experience and track record, providing excellent financial advising services.

Lyons Wealth

Lyons Wealth is an award-winning, nationally recognized wealth management firm in Florida. Founded in 20019, our team of certified financial planners, investment advisors, and tax specialists provide comprehensive advice to help clients achieve their financial goals.

We give extensive financial options and wealth preservation strategies utilizing our investment experience, tax planning strategies, and legacy planning solutions.

We also offer detailed financial modelling services to provide clients with an in-depth view of their current financial situation and future goals. Instead, we don't toot our own horn and focus on delivering an individualized and highly customized approach to financial planning.

Gladstone Wealth Partners

Gladstone Wealth Partners is a financial advisory firm that serves clients in the non-rich category.

The firm has a training program for financial advisors who want to work with high-net-worth individuals. Gladstone Wealth Partners is based in Florida and has offices in Tampa, Jacksonville, and Miami.

The firm charges commissions for selling and buying securities, and it also has a minimum account requirement.

However, Gladstone Wealth Partners is a fiduciary, meaning it is legally bound to act in its clients' best interests. This makes the firm a trustworthy choice for those looking for financial advice.

Spearhead Capital Advisors

Spearhead Capital Advisors strives to provide the best possible experience for all of its clients. The majority of their clients are individuals, including those with high net worth. They also have collective investment vehicles and insurance firms as clients.

To open and keep an account with the company, a minimum deposit of five million dollars is required. Their resources flipbooks explore dozens of topics related to finance and investing.

The company's website is also a great resource for information on money-related things. Spearhead Capital Advisors is dedicated to helping its clients reach their financial bottomline.

Advus Financial Partners

Some people choose to go with a traditional financial institution, while others opt for a more modern approach like Advus Financial Partners. Advus Financial Partners charges its clients a fee for its services. While this may seem like a downside, it can be beneficial in many ways.

The fee structure means that you know exactly what you're paying for, and there are no hidden costs. Secondly, the firm's clientele consists of wealthy individuals, nonprofit organizations, for-profit businesses, and organizations that manage pension funds and profit-sharing programs.

This shows they have the experience and expertise to handle complex financial matters. Advus Financial Partners may not be the cheapest option out there, but they are certainly worth considering if you're looking for expert financial advice.

Talon Private Wealth

Talon Private Wealth is a fee-based company that made its debut on the list this year. The majority of its clientele are not considered to have a high net worth, as that criterion is not reached by most of them. The account must have a minimum balance of $25,000 in order to be opened.

A free consultation is offered and the employees working there are highly experienced, with an average of 20 years in the industry. The firm has a strong focus on customer service and provides a wealth of resources to help clients reach their financial plans.

Talon Private Wealth is a great choice for those seeking quality advice and service without having to pay exorbitant fees.

What to Expect When Working with Financial Advisors?

When you work with financial advisors, you can expect your goals to be discussed and analyzed.

The advisor will assess your current financial situation, evaluate all of your assets, liabilities, income sources, and tax obligations.

They will also create a portfolio tailored towards your specific needs and risk tolerance level. Additionally, the advisor will keep you informed of the latest developments in the financial markets and provide recommendations on how to best invest your money.

You should also expect regular communication with your advisor, which can be done through phone calls, emails, or even video conferences.

This communication is important so that both parties are on the same page when it comes to managing your finances and achieving your financial plans.

Finally, the advisor should be open and honest with you about their fees and what services they provide. You should always feel comfortable asking questions and discussing any concerns you may have.

Ultimately, the financial advisor's job is to help ensure that you reach your financial plans in a responsible and effective manner.

Tips for Choosing Florida financial advisors

When searching for a financial planning firm, there are some tips to keep in mind.

First, make sure the firm is registered with the Securities and Exchange Commission (SEC) or a state securities regulatory agency. This ensures that they have met certain standards and have enough experience in their field to be trusted with your money.

You can also request a free consultation and make use of online materials and well-researched articles with financial topics or videos explore information that can help you familiarize yourself with financial markets and investments.

Finally, look for Florida financial advisors that offer comprehensive services and is willing to customize their services based on your needs. This will help ensure that you're getting the best possible advice from people who understand your specific situation

This communication is important so that both parties are on the same page when it comes to managing your finances and achieving your financial plans.

Finally, the advisor should be open and honest with you about their fees and what services they provide. You should always feel comfortable asking questions and discussing any concerns you may have.

It's also important to ensure the financial planning firm has transparent communication about their fees and services so that you know exactly what you're paying for, especially in the long run.

Find The Best Florida Financial Advisors

We hope this article has helped you narrow down and find the best Florida Financial advisors that are right for you. Do your research and select a knowledgeable, trustworthy advisor with experience in meeting your needs.

When making this decision, it's important to remember that it's about more than just finding the lowest fees –– it's about choosing someone you feel comfortable with and believe genuinely has your best interests in mind.

Lyons Wealth Management will be more than happy to provide you with our financial services.

We have a team of experienced advisors who are dedicated to helping our clients make the best investment decisions for their future.

Contact us today to learn more about our customized wealth management services and what we can do for you.

Lyons Fundamental Small Cap Value Strategy

Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024.
We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies, use the link below for more information.

Lyons Small Cap Value Fund >>

Our Award Winning Investment Strategies

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Own a Large Stock Position

Did your advisor say sell and diversify? Keep your stock with Lyons Income Overlay. You don't have to diversify with our cusotmized solution for large concentrated stocks.

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CoinDesk Large Cap Select Index (DLCS), designed to measure the market capitalization weighted performance of some of the largest and most liquid digital assets that meet pre-defined trading and custody requirements.

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DISCLOSURE 1 This statement applies generally to initial purchases of a position. Additional shares of a particular stock purchased at subsequent quarterly rebalances may still remain in short-term holding status (owned for less than one year) at the time of this publication. Broadridge MarketPlace is an investment manager database that serves as an objective, third-party supplier of information. Broadridge MarketPlace's Best Money Manager ranking is a comprehensive survey of institutional money manager performance. To be eligible for recognition as a Broadridge Best Money Manager, performance must be calculated on an asset size, which is at least $10 million in size for traditional US asset classes or $1 million for international and alternative investments. Classifications must fall into one of the categories that Lipper ranks (minimum of 20 contenders). All performance data must be calculated net of all fees. For additional information regarding the criteria used by Broadridge MarketPlace, see Minimum Criteria for Inclusion in Best Money Managers listed in the Disclosure of Lyons Wealth's separate Lipper ranking history document. This material is for the exclusive use of the person to whom it has been delivered, is confidential, and may not be copied, distributed, or otherwise given or disclosed to any person other than your authorized representatives. This material was prepared exclusively for information and discussion purposes and to indicate preliminarily the feasibility of a possible investment opportunity. This material is not meant to be nor shall it be construed as an attempt to define all terms and conditions of any transaction or to contain all information that is or may be material to an investor. Lyons Wealth Management, LLC is not soliciting any action based upon this material, and this material is not meant to be nor shall it be construed as an offer or solicitation of an offer for the purchase or sale of any security or advisory or other service. Lyons Wealth Management ("LWM") began formally tracking its portfolio performance as of April 2nd, 2012. Portfolio composite returns are preliminary and are presented on a time-weighted, size-weighted total return basis using monthly portfolio valuations. The composite returns for each LWM portfolio presented herein include all eligible LWM accounts. To be eligible for inclusion in the LWM composite, an account must be fee paying, fully discretionary, and not part of a broker wrap program. New portfolios that are managed to the Tactical Allocation Portfolio investment strategy and meet the composite definition will be added to the composite when fully invested. The composite is not representative of all accounts managed by LWM. All returns are expressed in U.S. Dollars and are presented net of all fees and expenses. The returns reflect the reinvestment of all dividends and interest. The return information presented herein has not been audited or otherwise verified by an independent accounting firm, and past performance of any LWM portfolio does not guarantee future results. No current or prospective client should assume future performance of any specific investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may cause the performance results of your portfolio to differ materially from the reported composite performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Historical performance results for market indices and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. The information, data, analyses and opinions contained herein (1) may include the confidential and proprietary information of data provider, (2) may include, or be derived from information which cannot be verified by data provider, (3) may not be copied or redistributed,(4) do not constitute investment advice offered by data provider, (5) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete or accurate. Except as otherwise required by law, data provider shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use. This report is supplemental sales literature.