Choosing the right investment firm is a crucial step toward achieving lasting financial confidence. Whether you’re focused on growing your portfolio, planning for retirement, or exploring new investment opportunities, working with a knowledgeable and dependable financial advisor can help you make sound decisions in a constantly changing market.
For individuals and businesses in Orlando, the firms highlighted below are known for delivering tailored financial strategies, maintaining a strong fiduciary commitment, and offering deep insight into the region’s distinct economic landscape.
Florida Public Assets for Liquidity Management (FL PALM)
FL PALM is a common law trust organized under the laws of the State of Florida, designed to meet the cash management and short-term investment needs of school districts, political subdivisions, and instrumentalities of the State. Established in 2010, FL PALM offers a short-term investment program providing daily liquidity through its FL PALM Portfolio and fixed-rate, fixed-term investments via the FL PALM Term Portfolio. The Trust’s investment objective is to provide investors with the highest possible investment yield while maintaining liquidity and preserving capital. It is directed by a Board of Trustees comprising experienced school board members, superintendents, public agency officials, and an Advisory Committee of senior finance officers from member districts and public agencies. The Florida School Boards Association (FSBA) and the Florida Association of District School Superintendents (FADSS) sponsor the Fund.
Address: 300 S Orange Ave #1170, Orlando, FL 32801
Phone: 18774958246
Email: [email protected]
Website: https://www.fl-palm.com/
Blueaura Group
Blueaura Group is an alternative asset manager headquartered in Knoxville, Tennessee, specializing in real estate investments that generate positive economic impact and long-term value. Founded in 2020, the firm focuses on identifying extraordinary real estate assets and exceptional managers, providing equity capital and financial sponsorship to enhance value. Blueaura Group offers investors the opportunity to diversify their portfolios through direct investment opportunities and fund-of-funds into other sponsor-led projects. The firm emphasizes a conscious approach to investing, aiming to create measurable positive impact while also generating financial returns.
Address: 333 S Garland Ave, Orlando, Fl 32801
Phone: 18657705264
Email: [email protected]
Website: https://blueauragroup.com/contact/
MIRENA AND COMPANY
Mirena & Co. is a boutique financial consulting firm headquartered in Winter Park, Florida, specializing in integrated financial solutions for law firms and their clients nationwide. Founded by Mirena Umizaj, the firm offers a comprehensive suite of services, including litigation funding, settlement planning, plaintiff funding, and business consulting. With over 20 years of industry experience, Mirena & Co. combines financial expertise with strategic guidance to help law firms scale efficiently, safeguard their financial future, and operate with greater ease and purpose. The firm is known for its white-glove service, providing tailored support to meet the unique needs of each client. Mirena & Co. also extends its expertise to the sports and entertainment sector, offering financial planning services for athletes navigating the complexities of NIL (Name, Image, and Likeness) opportunities.
Address: 111 W Jefferson St UNIT 100, Orlando, FL 32801
Phone: 18446053373
Email: [email protected]
Website: http://www.mirenaandco.com/
Reside Capital Partners
Reside Capital Partners is a real estate investment and management firm headquartered in New York, specializing in multi-family and commercial properties. Founded in 2018 by U.S. Marine Corps veteran Christopher Carney, the firm offers a comprehensive suite of services, including acquisition, asset management, and property management. Reside Capital Partners is committed to empowering investors to build wealth through strategic real estate investments, focusing on mitigating risk and maximizing profitability. The firm employs a bespoke approach to each asset, tailoring strategies to exceed client expectations and achieve long-term growth.
Address: 55 W Church St UNIT 809, Orlando, FL 32801
Phone: 18059737433
Email: [email protected]
Website: https://www.residecapital.com/
Centrus Financial Strategies
Centrus Financial Strategies is an independent financial planning firm based in Orlando, Florida, dedicated to helping clients achieve financial clarity and confidence. Formerly known as Wilson Group Financial, the firm specializes in tax-smart wealth management strategies designed to sustain growth and protect income for a lifetime. With a focus on retirement income planning, IRA management, business succession, and exit strategies, Centrus Financial Strategies offers personalized solutions to meet the unique needs of each client. The firm is led by Jude H. Wilson, CWS®, MBA, BPC™, who brings extensive experience in wealth management and financial planning.
Address: 121 S Orange Ave, Orlando, FL 32801
Phone: 18007794592
Email: [email protected]
Website: http://www.centrusfs.com/
LJAKE FINANCIAL GROUP
LJAKE Financial Group is a fee-based, fiduciary financial advisory firm headquartered in Orlando, Florida. Founded in 2011 by Lukas Khan, the firm offers a comprehensive suite of services, including investment management, financial planning, tax strategies, insurance, asset protection, and estate planning. LJAKE Financial Group is committed to providing unbiased recommendations and impartial guidance tailored to each client’s unique needs and goals. The firm emphasizes a holistic approach to financial planning, aiming to safeguard clients’ assets and help them achieve their desired retirement outcomes.
Address: 111 N Orange Ave Suite 800, Orlando, FL 32801
Phone: 18006595253
Email: [email protected]
Website: http://www.ljake.com/
LSQ
LSQ is a financial technology firm headquartered in Orlando, Florida, specializing in working capital finance and payment solutions. With over 25 years of experience, LSQ has developed the FastTrack® platform, which provides businesses with on-demand access to capital and seamless management of invoices and payments. The platform combines accounts payable and accounts receivable funding into a single interface, enabling companies to optimize cash flow, reduce costs, and strengthen supply chains.
Address: 315 E Robinson St #200, Orlando, FL 32801
Phone: 18004747606
Email: [email protected]
Website: https://www.lsq.com/
Winn Partners Financial Group
Winn Partners Financial Group is a comprehensive financial planning firm based in Orlando, Florida, dedicated to providing personalized wealth management solutions. The firm specializes in retirement planning and income optimization, comprehensive asset management, estate planning and legacy maximization, insurance and protection, and tax planning and efficiency. With a team of experienced professionals, Winn Partners Financial Group offers innovative solutions tailored to meet the unique financial needs of individuals and families. Their client-centered approach emphasizes building lasting relationships and delivering strategies that align with clients’ long-term goals.
Address: 111 N Orange Ave #1000, Orlando, FL 32801
Phone: 18004324402
Email: [email protected]
Website: http://winnpfg.com/
Strong Point Financial Inc.
Strong Point Financial Inc. is a comprehensive financial advisory firm headquartered in Orlando, Florida, specializing in retirement planning and wealth management for individuals in or nearing retirement. Founded in 2015, the firm offers a range of services including income planning, investment management, tax strategies, healthcare planning, and legacy planning. Their proprietary Retirement Insider Plan® is designed to provide clients with a clear, actionable roadmap to achieve financial security and peace of mind in retirement. With additional offices in Tampa, Florida, Cherry Hill, New Jersey, and Richmond, Virginia, Strong Point Financial is committed to delivering personalized financial strategies tailored to each client’s unique needs and goals.
Address: 7680 Universal Blvd # 550, Orlando, FL 34744
Phone: 18003298475
Email: [email protected]
Website: http://spfadvisors.com/
CNL Strategic Capital
CNL Strategic Capital is a private equity firm focused on acquiring and growing durable, middle-market businesses. Established to provide individual investors with access to private equity strategies typically reserved for institutional investors, CNL Strategic Capital seeks to deliver long-term capital appreciation and monthly income. The firm primarily targets businesses with annual revenues between $25 million and $500 million, aiming to acquire controlling equity stakes combined with loan positions.
Address: 450 S Orange Ave, Orlando, FL 32801
Phone: 18666500650
Email: [email protected]
Website: http://cnlstrategiccapital.com/
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