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Navigating the world of financial planning, investment management, and retirement strategies can be challenging. Fortunately, Orlando, Florida, is home to a range of financial advisors who provide specialized guidance tailored to individual and business needs. Whether you’re looking to grow wealth, plan for retirement, or secure your family’s financial future, these firms offer a variety of services designed to support your goals.
Below is a list of financial advisors in Orlando to consider as part of your financial decision-making process.
- Wisdom Planning Group
- Weiser Financial
- Withum
- Winn Partners Financial Group
- Wilson Group Financial (Centrus Financial Strategies)
- Wheelock Wealth Solutions of Raymond James
- The Rawls Group
- Temoney Banks Consulting
- Tao Financial
- Sunrise Wealth Advisors
1. Wisdom Planning Group
Address: 3322 Clay Ave, Orlando, FL 32804
Phone: (407) 462-5486
Email: amilka@wisdompg.com
Website: wisdompg.com
Wisdom Planning Group is a registered investment advisory firm offering comprehensive financial planning and investment management. Founded by Amilka Delgado, CFP®, the firm adopts a holistic approach that prioritizes client education and empowerment. Their tailored strategies aim to align with each client’s unique objectives and financial lifestyle.
2. Weiser Financial
Address: 301 E Pine St #800, Orlando, FL 32801
Phone: (407) 393-6650
Email: emilynn@weiserfinancialplanning.com
Website: weiserfinancialplanning.com
Weiser Financial provides wealth management and protection strategies customized for individuals and small business owners. Led by Cory Weiser, the firm is rooted in values of integrity, trust, and transparency. With multiple industry credentials, the team delivers personalized financial plans to help clients stay on course toward their financial goals.
3. Withum
Address: 200 S Orange Ave Ste 1200, Orlando, FL 32801
Phone: (407) 849-1569
Email: sprice@withum.com
Website: withum.com
Withum is a national advisory and accounting firm with a strong presence in Orlando. The firm offers services in tax compliance, audit and assurance, business consulting, and financial planning. Known for their proactive and forward-thinking approach, Withum provides strategic insight for businesses at every stage—from startup to growth and succession.
4. Winn Partners Financial Group
Address: 111 N Orange Ave #1000, Orlando, FL 32801
Phone: (800) 432-4402
Email: jwinn@winnpfg.com
Website: winnpfg.com
Winn Partners Financial Group offers customized financial planning and asset management services to clients both nationally and internationally. Their offerings include retirement planning, estate planning, and tax-efficiency strategies. The firm is focused on helping clients make informed decisions that support financial stability and long-term growth.
5. Wilson Group Financial (Centrus Financial Strategies)
Address: 121 S Orange Ave Ste 1500, Orlando, FL 32801
Phone: (407) 362-5494
Email: j.smith@inbox.com
Website: wilsongroupfinancial.com
Operating under the Centrus Financial Strategies brand, Wilson Group Financial provides tax-efficient planning, retirement strategies, and investment management. Their proprietary Centrus Wealth Compass system addresses key aspects of personal finance, including cash flow, risk management, and wealth preservation.
6. Wheelock Wealth Solutions of Raymond James
Address: 301 E Pine St Ste 1100, Orlando, FL 32801
Phone: (407) 648-4488
Email: glenn.wheelock@raymondjames.com
Website: glennwheelock.com
Wheelock Wealth Solutions offers personalized financial strategies through Raymond James. Understanding that each client’s goals are unique, the firm designs custom plans that incorporate timelines, risk tolerance, and long-term aspirations. They aim to build strong relationships that foster financial confidence and future success.
7. The Rawls Group
Address: 1710 W Colonial Dr, Orlando, FL 32804
Phone: (407) 578-4455
Email: greg@rawlsgroup.com
Website: seekingsuccession.com
The Rawls Group specializes in family business succession planning. With over five decades of experience, they help business owners ensure leadership continuity, strategic growth, and multigenerational success. Their 360° planning process integrates leadership development with transition strategies for sustainable legacy building.
8. Temoney Banks Consulting
Address: 1060 Woodcock Rd, Orlando, FL 32803
Phone: (321) 512-2310
Email: info@temoneybanksconsulting.com
Website: temoneybanksconsulting.com
Temoney Banks Consulting supports corporations and trade-based businesses with project management, cost control, and proposal development. Their services include data analysis, auditing, and bid assistance. The firm also offers Excel training programs for underserved high school students, contributing to long-term community impact and workforce readiness.
9. Tao Financial
Address: 255 S Orange Ave #1000, Orlando, FL 32803
Phone: (407) 553-8138
Email: info@tao-fi.com
Website: taofinancialusa.com
Tao Financial provides fiduciary financial planning, investment management, and retirement plan consulting. Their services cater to business owners, executives, and individuals seeking transparent, cost-effective wealth strategies. By integrating institutional experience with personal advisory, Tao Financial helps clients work toward financial independence.
10. Sunrise Wealth Advisors
Address: 6052 Turkey Lake Rd #101, Orlando, FL 32819
Phone: (407) 351-3476
Email: wkhaldi@sunrisewealthadvisors.com
Website: sunrisewealthadvisors.com
Sunrise Wealth Advisors is an independent advisory firm offering tailored investment management and strategic planning. Their team of experienced professionals delivers non-proprietary financial advice on retirement, estate, and insurance planning. The firm focuses on building lasting relationships based on trust, transparency, and personalized guidance.
When exploring financial advisory services in Orlando, FL, consider how each firm’s approach, values, and services align with your financial vision. From succession planning and tax strategies to retirement and investment management, the professionals listed here provide a wide range of options to help you build a secure financial future. Connecting with one or more of these advisors may be the first step toward greater clarity, confidence, and financial well-being.
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