Main Services
- financial planning and investment for a fee
We are central Florida's oldest and largest independent financial planning and investment management firm. We have 17 Certified Financial Planner professionals under one roof who are also Accredited Investment Fiduciaries. Our firm has been chosen again as a Top 100 firm in the nation by CNBC and we have been certified for fiduciary excellence by the international standards body, CEFEX for 10 straight years. We are on the third generation of clients and have had the same phone number for 50 years. We provide financial planning and investment management for a fee. We have also been selected as one of the top 60 RIA firms to work for by Investment News magazine.