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Advisors who fit.

Work and career: Business owners
What's happening for you: Key person risk
Where: Florida

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Derek Notman
Founder and CEO at Couplr.ai | REBL Dad | Co-Host Rethink FA Podcast
Fits: Business owners (a main focus)
Intrepid Wealth Partners, LLC · $53.8M AUM · Orlando, FL
Firm charges: % of assets, flat fee
CFP®Verified
View page Check on SEC IAPD ↗
Andrew Evans
Financial advisor at Rossby Financial, LLC
Fits: Business owners (a main focus)
Rossby Financial, LLC · $854.8M AUM · Melbourne, FL
Firm charges: % of assets, flat fee, hourly
Verified
View page Check on SEC IAPD ↗
Mark Wade
Fits: Business owners (a main focus)
Caz Investments L.p. · $10.83B AUM · Sarasota, FL
Firm charges: % of assets
Verified
View page Check on SEC IAPD ↗
Sean Polley
Private Wealth Manager
Fits: Business owners (a main focus)
Polley Wealth Management LLC · $21.3M AUM · Orlando, FL
Firm charges: % of assets, flat fee, hourly, subscription
Verified
View page Check on SEC IAPD ↗

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Other advisors who fit

They haven't claimed their Advicer.bio page yet, so introductions can't reach them here.

Tyler Linkowski, AIF®
I partner with families and business owners to save money on taxes and healthcare via strategic benefit design. Your goals, my mission, forward together. | Founder, Retirement Plan Specialist, Independent Wealth Advisor
Fits: Business owners (mentioned on their page)
Cambridge Investment Research Advisors, Inc. · $138.69B AUM · Lutz, FL
Firm charges: % of assets, flat fee, hourly, commissions
Verified
View page Check on SEC IAPD ↗

How this works

This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
Your answers aren't saved with your name. We count them anonymously to see what people look for. If you ask for introductions, we keep your name and email for 90 days, only to send them. See the privacy policy.