Top Financial Advisors in Tampa, FL

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Florida Financial Advisors is a fee-based firm that provides portfolio management services to individuals, and some pension plans, profit sharing plans, corporations and business entities. It also provides investment advisory services to retail investors, including asset management and financial planning.

As a fee-based firm some of its advisors are also agents of Florida Financial Insurance, an affiliated company (common ownership and control) and can earn commissions from the sale of insurance products. However, as a fiduciary, Florida Financial Advisors is obligated to put its clients' interests first, at all times.

Florida Financial Advisors also shares common ownership and control with Trinity Wealth Securities, an affiliated SEC registered broker-dealer that offers mutual funds and variable products.

Florida Financial Advisors Background

The firm was founded in 2017 by Jason Mickool and, as of Sept. 12, 2022, is directly owned by Florida-Trinity Holdco, which is principally owned by Mickool and AL Marketing, a wholly owned subsidiary of AmeriLife Group LLC. Mickool is also an owner of Florida Financial Insurance and Trinity Wealth Securities.

Florida Financial Advisors Investment Strategies

FFA primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), and individual equity securities and recommends various products and services available through Turnkey Asset Management Platforms (TAMP), in accordance with the client’s stated investment objectives. 

In analyzing investment opportunities that fit with a client's goals, timeline and risk profile, the firm employs such tools as cyclical, fundamental, technical analysis as well as modern portfolio theory.

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Darwin Wealth Management manages assets primarily for individuals with and without a high net worth, as well as corporations and retirement plans. As a fee-based firm, advisors can earn commissions from third parties for selling insurance products. But those advisors are still bound to act in the client's best interest despite this potential conflict of interest.

In general, Darwin does not require an account minimum. However, it may terminate an account if it’s too small to manage effectively.

Darwin Wealth Management Background

Darwin Wealth Management was founded as a limited liability company in 2012. The firm is owned by Darwin Partners, LLC.

The financial team here holds multiple certifications, including one chartered financial consultant (ChFC), one chartered financial analyst (CFA) and one certified financial planners (CFP).

Darwin Wealth Management Strategy

Darwin Wealth Management relies on technical analysis, fundamental analysis, cyclical analysis, long-term and short-term purchases, short sales, option writing and trading, among other strategies and investments to manage and evaluate client portfolios. 

Services include investment management, tax-reduction strategies, asset protection and estate transition planning. The team also prepares specific reports for clients that evaluate investment risk analysis, tax review and analysis, estate transition plan review, estate transition plan review and complimentary financial plan.

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Suncoast Equity Management manages assets for both high-net-worth and non-high-net-worth individuals. Institutional clients also include pension and profit-sharing plans, partnerships, endowments, unified managed accounts (UMAs) and businesses. New clients must have a minimum of $250,000 in investable assets, though this requirement is waivable.

Investment management is the main offering at Suncoast, as it features investment portfolio customization for clients. Financial planning services include, but are not limited to, investment planning, education fund planning, retirement planning and more.

This is a fee-only firm, so all of its compensation comes from client-paid fees.

Suncoast Equity Management Background

Suncoast Equity Management has been in business since 1998. It was was reorganized as Suncoast Equity Management, LLC in 2015. The firm's principal owner is Donald Robert Jowdy, its founder.

The advisory team at this firm includes one certified financial planner (CFP) and one chartered financial analyst (CFA).

Suncoast Equity Management Investment Strategy

As its name states, Suncoast Equity Management is a big believer in investing client assets heavily in large-cap equities. When selecting stocks to invest in, the firm looks for securities that are favorably priced rather than trying to "forecast or outsmart daily stock market movements," according to its website. Furthermore, the firm prefers to hone in on what specifically makes an individual company attractive to invest in rather than solely looking at price movements.

Despite its affinity for stocks, Suncoast is willing to invest in other types of securities as well. These include government securities, fixed-income securities and mutual funds. Specific investments are chosen based on the client's risk tolerance, time horizon and financial goals.

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Bayshore Capital Advisors requires an account minimum of $20 million for individual clients. However, the firm is willing to waive this requirement under certain circumstances. Among the firm’s team of advisors are three certified public accountants (CPAs), two chartered financial analysts (CFAs), two chartered alternative investment analysts (CAIAs) and one certified financial planner (CFP).

Despite Bayshore’s high account minimum, it does work with some non-high-net-worth individuals, in addition to its majority of high-net-worth clients. It also manages the assets of a few pooled investment vehicles, and other investment advisors, insurance companies and charitable organizations. Bayshore Capital Advisors is a fee-only firm, meaning it earns income only from clients.

Bayshore Capital Advisors Background

Bayshore Capital Advisors was founded in 2001 by Tready Smith, who also acts as CEO and owns 90% of the firm. 

The firm provides investment supervisory services to individual clients and also serves as the manager of several of its own investment funds. Further, Bayshore will occasionally act as a sub-advisor, managing accounts for other firms. Bayshore also offers some financial planning services, such as estate planning, insurance selection and more.

Bayshore Capital Advisors Investment Philosophy

Bayshore Capital Advisors prefers a strategic and active investing approach when it comes to helping its clients cultivate wealth. For each client, the firm will first determine investment goals, then develop a portfolio that accomplishes a mix of four goals: increase returns, generate income, protect against inflation and reduce risk.

The firm places a great deal of importance on constantly evaluating risk, both when providing investment advice to individual clients and when managing investment funds. Most of these funds belong to the firm itself, so many of the investments that the firm makes are completed through them.

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PSI Advisors manages assets primarily for non-high-net-worth individuals. Other typical clients of the firm include high-net-worth individuals, retirement plans, charitable organizations and businesses. There is no minimum account size at PSI.

This firm is fee-based. That means that certain on-staff advisors here can sell insurance products or securities on a separate commission basis. Despite the potential conflict of interest this creates, the firm is bound by fiduciary duty to act in clients' best interests.

PSI Advisors Background

Eric Damien Eaton founded PSI Advisors in 2016, making it one of the younger firms on this list. However, Eaton has been providing financial advice to clients for more than 20 years. Eaton is the sole owner of PSI Advisors.

The firm provides financial planning services including investment planning, retirement planning, college planning, debt/credit planning, insurance planning and tax planning. Additionally, the firm provides consulting services to pension plans and other employee-sponsored benefit plans.

PSI Advisors Investment Philosophy

PSI Advisors relies on may different methods of analysis when examining securities, including charting, fundamental analysis, technical analysis, cyclical analysis and quantitative analysis. When it comes to actual investment strategies, the firm takes part in long-term purchases, options trading and margin transactions.

PSI Advisors tailors its strategies to its clients, factoring in the client’s risk tolerance, time horizon, long-term objectives and financial preferences before determining the best path forward. Then, once your investment plan is implemented, the firm will work to constantly update it to meet your changing needs.

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Fidelis Capital provides investment advisory and non-investment advisory services. These services, which can be either discretionary or non-discretionary, are provided to individuals - especially ultra-high-net-worth clients - family offices, trusts, estates, philanthropic and nonprofit organizations and other types of business entities.

Fidelis is a fee-only firm, meaning the only fees that the firm receives are from clients, not commissions for the sale of insurance products, such as annuities, from third parties.

Fidelis Capital Background

The firm was formed by executives from Wells Fargo and Bank of America, who together at their former employers had advised on nearly $6 billion in assets. Fidelis is led by two former Wells Fargo executives, Matthew Michaels, a CFA and CPA, and Paul Ayotte.

In the firm's Dallas office are founding partner and Co-Chief Investment Officer Neale Ellis, a CFA and CPWA, and President Matthew Ellis, a CPWA, both of whom are founding partners, and Relationship Manager Libby Castle, a CFA and CFP.

Fidelis Capital Investment Strategy

The firm's investment strategy begins by assessing each client?s current financial situation, goals and risk tolerances. Advice is then provided that is in line with available information. Clients are free to place restrictions on investing in certain securities positions or types by notifying the Firm either in writing or orally.

Fidelis specializes in quantitative, fundamental, technical, and economic analysis to determine what investments are in favor of Fidelis? investment models. Fidelis assesses client’s current holdings and seeks to align both short-term and long-term goals. The Firm performs ongoing reviews of investment performance and portfolio exposure to market conditions.

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Unique Wealth is a young fee-based financial advisor firm. This means that some of its advisors can sell insurance products on a commission basis, which is a potential conflict of interest. Despite this, the firm's fiduciary duty means it must act in clients' best interests.

This firm does not have a minimum investment requirement. Its client base is composed of a nearly even split between individuals with and without a high net worth. Its small institutional client base includes businesses and retirement plan sponsors.

The advisory team here boasts an exceptionally wide range of certifications considering its moderate size. These include certified financial planner (CFP), chartered life underwriter (CLU), chartered financial consultant (ChFC), accredited estate planner (AEP), chartered advisor for senior living (CASL) and more.

Unique Wealth Background

Unique Wealth was established in just 2021 by founder and CEO Curtis H. Parry, Jr. The firm is owned by entites controlled by employees.

Investment management and financial planning services are both available at this firm.

Unique Wealth Investing Strategy

Generally speaking, Unique Wealth prefers to manage client assets discretionarily. This means that clients will sign the right to make trades in their name over to the firm and its advisors. However, this doesn't mean that your portfolio won't be built custom for your needs. In fact, the firm works clients' risk tolerance, time horizon, income and liquidity needs and overall financial goals into each and every investment portfolio.

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AssuredPartners Investment Advisors (APIA) is a fee-based firm that provides services for individuals, both high net worth and non-high net worth, pension and profit-sharing plans, corporations and other business entities.

As a fee-based firm, some supervised staffers are licensed insurance agents who may receive commission compensation for the sale of insurance products to APIA clients. However, since the firm is a fiduciary it must put its clients' best interests first, at all times. APIA does not accept performance-based fees or other fees based on a share of capital gains on or capital appreciation of the assets of a client.

AssuredPartners Investment Advisors Background

The firm was organized and formed as a limited liability company under the Delaware laws on Jan. 9, 2020, and is a wholly owned subsidiary of AssuredPartners Capital. Effective May 1, 2020, APIA became a successor to the investment advisory business of the predecessor registered investment adviser, AssuredPartners Financial Services, LLC.

Justin P. Callaham is APIA’s president and chief compliance officer. He received his juris doctorate from the University of Alabama.

AssuredPartners Investment Advisors Investment Strategy

APIA’s methods of analysis include fundamental analysis, technical analysis and modern portfolio theory.

The firm uses a long-term investment approach guided by the client’s goals, objectives, time horizon and risk tolerance. APIA's strategies include these categories:

Long-term trading. Designed to capture market rates of both return and risk. Risks include inflation, risk, interest rate risk, economic risk, market risk and political and regulatory risks.

Concentrated portfolios. An aggressive and highly volatile approach to trading and investing. Concentrated portfolios hold fewer different stocks than a diversified portfolio and are much more likely to experience sudden dramatic prices swings.

Model portfolios. Designed to provide clients with diversification benefits help to smooth returns, reduce volatility and decrease asset-class and single-strategy risks.

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Sutton Wealth Advisors manages assets primarily for individuals with and without a high net worth, as well as charitable organizations, irrevocable trusts and corporations. As a fee-based firm, advisors can earn commissions from third parties for selling insurance products. However, these advisors are still bound to act in the client's best interests due to their fiduciary duty.

In general, Sutton Wealth does not require an account minimum. However, they may terminate an account if it’s too small to manage effectively.

Sutton Wealth Advisors Background

Sutton Wealth Advisors was founded in 2007. The principal owner is W. Edward Sutton, its founder who has around 40 years' experience in the financial services industry.

The firm’s financial team holds multiple certifications, including one chartered financial consultant (ChFC), one chartered financial analyst (CFA) and one certified financial planners (CFP).

Sutton Wealth Advisors Strategy

The firm relies on charting analysis, technical analysis, fundamental analysis, cyclical analysis, modern portfolio theory, long-term and short-term purchases, short sales, margin transactions and option writing, among other strategies and investments to manage and evaluate client portfolios. 

Services include consulting and advisory services, portfolio management and financial planning services.

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SFG Wealth Advisors works with a considerable amount of non-high-net-worth individual clients, though it does have quite a few high-net-worth individuals as clients too. Other clients of SFG include retirement plans, charitable organizations and businesses. Although open to negotiation, the firm institutes a $250,000 minimum investment requirement.

As a fee-based firm, certain on-staff advisors at SFG can sell securities and insurance for commissions. Although this presents a potential conflict of interest, the firm's fiduciary duty means it must act in clients' best interests.

A few members of SFG's advisory team hold certifications. These include chartered financial analyst (CFA), certified kingdom advisor (CKA) and certified financial planner (CFP).

SFG Wealth Advisors Background

SFG Wealth Advisors is one of the older firms on this list, as it was founded in 1985. The firm is under the ownership of three employees: president Don Snyder, administrative manager Heather Snyder and founder Bruce Snyder.

SFG divides its services into the following categories: investment management, core and comprehensive financial planning, charitable gift strategies, estate planning and tax minimization.

SFG Wealth Advisors Investing Strategy

SFG Wealth Advisors works with clients to identify what kind of investor they are prior to making any investment decisions whatsoever. In fact, the firm will have an advisor meet with a client to discuss things like their risk tolerance, time horizon, liquidity needs, current financial circumstances, financial goals for the future and just about anything else that might affect their investments.

Once this is complete, the firm will begin investing the client's money. The firm has a fairly wide range of potential investments, including mutual funds, stocks, bonds, ETFs, options, alternatives, annuities and more.