Top Financial Advisors in Lake Mary, FL

Find an Advisor

Advus Financial Partners is a fee-only firm that serves both non-high-net-worth and high-net-worth individuals, as well as pensions and profit-sharing plans, charities and corporations. 

The firm provides advisory services for clients with a minimum portfolio size of $1 million.

As a fee-only firm, Advus does not take any commissions, finder's fees or referral fees from the sell of any products. The advisory only gets compensation directly from services provided to clients.

Advus Financial Partners Background

Advus was founded in 2021 and Mark Lamoriello is the sole owner. 

The firm provides investment management services, wealth management and retirement planning on a discretionary and non-discretionary basis.

Advus also says that it provides third party asset management services for other investment advisors in a sub-advisory capacity. 

Advus Financial Partners Investment Strategy

As with other firms, investment strategies are based on the client's financial circumstances and investment objectives, which could be based on risk tolerance, time horizon and other factors.

Advus uses both quantitative and qualitative research when evaluating portfolio strategies. And may invest assets in mutual funds, exchange traded funds (ETFs) and bonds, among other investments. 

Find an Advisor

Jackson Wealth Management is a fee-based firm that works with non-high-net-worth and high-net-worth individuals. 

The firm doesn’t have a set account minimum. Though clients engaging in portfolio management will get charge a percentage of assets under management.

As a fee-based firm, some advisors at Jackson Wealth may earn commissions for the sale of insurance and other financial products. While this can pose a conflict of interest, the firm's fiduciary duty mandates that they put client interests first.

Jackson Wealth Management Background

Founded in 2008, Jackson Wealth offers various advisory services, including portfolio management, financial planning, pension consulting and advisor referrals. 

The firm’s asset management services also include:

• Education planning
• Retirement planning
• Estate planning
• Insurance review
• Tax planning

George P. Jackson is the firm’s principal owner. 

Jackson Wealth Management Investing Strategy

The firm generally provides advice on mutual fund and exchange-traded fund investments. Jackson Wealth may also advise clients on a range of other investments, including warrants, equity securities, corporate debt securities, commercial paper, certificates of deposit (CDs) and various other securities. 

Jackson wealth implements many different security analysis methods. These include fundamental analysis, cyclical analysis, charting analysis and technical analysis. The firm also utilizes long-term and short-term purchases, short sales, trading, margin transactions and option writing.

Find an Advisor

Collaborative Wealth Management is a fee-based firm. This means that certain advisors can earn commissions from selling insurance products. While this could create a conflict of interest, the firm is bound by its fiduciary duty to put clients' interests first.

Collaborative Wealth’s client base is composed of non-high-net-worth non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and corporations.

Collaborative Wealth requires a $100,000 account minimum. Clients pay an asset-based fee for portfolio management, but the firm charges hourly fees for planning and consulting services. 

Collaborative Wealth Management Background

Collaborative Wealth is a financial planning and wealth management firm established in 2007. Though the firm’s primary services include investment management and financial planning, it also offers advisor referral services. 

Clients using Collaborative Wealth’s financial planning and consulting services can also benefit from the firm’s comprehensive planning, wealth planning and limited planning services.

Collaborative Wealth Management Investing Strategy

Advisors chiefly employ fundamental analysis and technical analysis securities methods. The firm uses an array of sources for its investment research. These include prospectuses, corporate rating services, company press releases and annual reports. 

Collaborative Wealth typically recommends long-term investments, and the firm uses index and actively managed mutual funds and exchange-traded funds. 

Find an Advisor

FamilyWealth Advisers (FWA) is a fee-based firm headquartered in Lake Mary. It serves both non-high-net-worth and high-net-worth individuals, as well as retirement plans and corporations.

Depending on the account, clients will have a minimum portfolio balance that can range from $500,000 to $1 million.

For those engaging in asset management, there can be an annual fee imposed as a percentage of assets under management. This rate is higher with smaller portfolio balances and lower with larger accounts.

FamilyWealth Advisers Background

FWA registered with the U.S. Securities and Exchange Commission (SEC) as an investment advisor in 2017.

The firm is owned by Fintech Fund II, LLLP ("Venture Fund").

FWA offers asset management services, as well as investment programs and retirement plan consulting.

FamilyWealth Advisers Investment Strategy

According to the firm’s brochure, FWA will advise clients on which program (or combination of programs) suit their goals, time horizon and risk tolerance.

FWA says it implements different strategies to build portfolios. These include (but are not limited to):

• Long-term purchases (securities held at least a year)
• Short-term purchases (securities sold within a year)
• Trading (securities sold within 30 days)