Top Strategic Financial Planning Firms in Florida
-
$1,000+$300+ / hr50 - 249Ponte Vedra Beach, FL
Services provided
Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
Read more -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Services provided
See all 2 projectsAcclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. Positive feedback is prevalent, with approximately 100% of reviewers praising their effective use of technology and data analytics. Clients commend their responsiveness and ability to deliver accurate, timely data that aids in strategic decision-making.
-
$1,000+$50 - $99 / hr50 - 249Jacksonville, FL
Services provided
Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
Read more -
UndisclosedUndisclosed50 - 249Cape Coral, FL
Services provided
Credit Vision LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249Sarasota, FL
Services provided
Senior Mortgage Loan Originator is a Commercial Brokerage Services and Financial Advising & Planning company. Their team provides Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
Paynuity is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team offers Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Services provided
Joorney LLC is a Market Research company. They were launched in 2013 and focus on Market Research and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
Read more -
$5,000+Undisclosed10 - 49Miami, FL
Services provided
UP Credit is a Financial Advising & Planning company. Based in Miami, Florida, the firm was founded in 2024. Their team offers Financial Advising & Planning and Tax Law.
Read more -
UndisclosedUndisclosed2 - 9Stuart, FL
Services provided
In Stuart, Florida, Acquisition Experts LLC is a Financial Advising & Planning company. They focus on Financial Advising & Planning.
Read more -
$1,000+$300+ / hr2 - 9Miami, FL
Services provided
Based in Miami, Florida, Advanced Tax Advisors is a small Business Consulting company. The team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Services provided
CloudBooks+ is a small Accounting company based in Palm Bay, Florida. Their services include Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49North Palm Beach, FL
Services provided
The Revenue Place is a small North Palm Beach, Florida-based Accounting company. Their services include Accounting and Financial Advising & Planning.
Read more -
$10,000+$25 - $49 / hr10 - 49Fort Myers, FL
Services provided
Credit CRB, a Finance Law company, was launched in 2012. The small team provides Finance Law and Financial Consulting.
Read more -
$1,000+$50 - $99 / hr250 - 999Pompano Beach, FL
Services provided
Accountants Now is a midsize Accounting company founded in 2019. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$10,000+Undisclosed10 - 49Tampa, FL
Services provided
The Bergden Group, a small Financial Advising & Planning company, is based in Tampa, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
Read more -
$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Services provided
See all 1 projectsSMAART Company specializes in providing monthly bookkeeping, tax planning, and website creation services. The reviews highlight their effectiveness in organizing financials, enhancing website traffic, and boosting sales. Clients appreciate their timely delivery, exceptional communication, and the accessible support provided by their professional team, consistently meeting or exceeding expectations without any noted areas for improvement.
-
UndisclosedUndisclosed10 - 49Naples, FL
Services provided
Located in Naples, Florida, Jostock & jostock P.A is a Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Heathrow, FL
Services provided
Headquartered in Heathrow, Florida, Breen Financial Management is a Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Citra, FL
Services provided
AS Estimation & Consultants is a Commercial Development company established in 2018. The small team offers Commercial Development and Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr2 - 9Jacksonville, FL
Services provided
FAAT Consultancy is an Accounting company established in 2022. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$150 - $199 / hr2 - 9Port St. Lucie, FL
Services provided
Zenith Tax & Accounting LLC A CPA Firm, an Accounting company, was established in 2023. Based in Port St. Lucie, Florida, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Lemoti is a Finance & Accounting Outsourcing (FAO) company. The Miami, Florida-based company offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$100 - $149 / hr2 - 9Aventura, FL
Services provided
Founded in 2017, Strand Tax and Accounting Services is an Accounting company. The small team specializes in Accounting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr10 - 49Fort Lauderdale, FL
Services provided
Commercial Financing company Residual Ecom is located in Fort Lauderdale, Florida. Founded in 2018, the team specializes in Commercial Financing and Financial Advising & Planning.
Read more -
$10,000+Undisclosed10 - 49Clearwater, FL
Services provided
AdvisorOne, an Accounting company, was launched in 2022. Located in Clearwater, Florida, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
Midsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Coral Gables, FL
Services provided
Trivest is a Financial Advising & Planning company. The Coral Gables, Florida-based team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
Comvest Partners is a midsize Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing and were founded in 2000.
Read more -
UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
Launched in 2007, Sterling Organization is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Commercial Financing and is in West Palm Beach, Florida.
Read more -
UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
SCP & CO, a midsize Financial Advising & Planning company, is located in Tampa, Florida. The team offers Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249Jacksonville, FL
Services provided
Mirador, LLC is a Financial Advising & Planning company established in 2015. Their team specializes in Financial Advising & Planning and Conversion Optimization.
Read more -
$1,000+$150 - $199 / hr2 - 9Tallahassee, FL
Services provided
See all 1 projectsGilbert Financial Partners provides bookkeeping, accounting, and fractional CFO services for small and mid-sized businesses in Jacksonville and Tallahassee, FL, and virtually across Florida. We're
Read more -
$1,000+Undisclosed10 - 49Jacksonville, FL
Services provided
Founded in 1978, Financial Solution Advisors is a small Jacksonville, Florida-based Accounting company. Their services include Accounting and Fractional CFO Services.
Read more -
$1,000+$100 - $149 / hr2 - 9Fort Lauderdale, FL
Services provided
See all 1 projectsiKemo builds custom BI dashboards for Florida businesses — real-time KPI dashboards on Power BI, Metabase, and Looker, tailored to your data and your team. From executive dashboards to
Read more -
UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
AGA Advisors is an Accounting company. They provide Accounting and Financial Advising & Planning and are based in Lake Mary, Florida.
Read more -
$5,000+$150 - $199 / hr2 - 9Weston, FL
Services provided
Accountit, CPA is an Accounting company. Established in 2004, the team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Gainesville, FL
Services provided
Breadwinner Financials is an Accounting company in Gainesville, Florida and Jacksonville, Florida. They focus on Accounting and Financial Advising & Planning.
Read more -
$5,000+$50 - $99 / hr2 - 9St. Petersburg, FL
Services provided
Consulting Group of America, LLC is a Business Consulting company launched in 2021. The small team offers Business Consulting and Financial Advising & Planning.
Read more -
$1,000+Undisclosed2 - 9Lauderdale-by-the-Sea, FL
Services provided
Established in 2020, Digital Airdrop Analyst - Gareth Dreher is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Digital Asset Management.
Read more -
$50,000+< $25 / hr2 - 9Orlando, FL
Services provided
Tax Prep Orlando, an Accounting company, was founded in 2024. The company provides Accounting and Financial Advising & Planning, and is small.
Read more -
$1,000+Undisclosed2 - 9West Palm Beach, FL
Services provided
Latch Bookkeeping is a Business Consulting company established in 2025. The small team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Miami, FL
Services provided
My Miami Mortgage Broker is a Logo company. Headquartered in Miami, Florida and Miami, Florida, the agency was established in 2010. Their services include Logo and Commercial Brokerage Services.
Read more -
$1,000+$50 - $99 / hr10 - 49Jacksonville, FL
Services provided
TaxTallyPro is an Accounting company launched in 2024. Based in Jacksonville, Florida, the team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Miami, FL
Services provided
Bulltick is a Miami, Florida-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Heathrow, FL
Services provided
United Accounting Group LLC is an Accounting company. Their small team of employees is headquartered in Heathrow, Florida. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Fast Factor Inc. Is a Business Consulting company. They are in Orlando, Florida. Their team specializes in Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Altamonte Springs, FL
Services provided
Innovant Solutions Inc. Is a branding agency. The team focuses on Branding and Market Research and is located in Altamonte Springs, Florida.
Read more -
$1,000+$25 - $49 / hr10 - 49North Miami, FL
Services provided
Dawn Financial is a Financial Consulting company. Their small team is based in North Miami, Florida. Their services include Financial Consulting and Market Research.
Read more -
$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
Headquartered in Miami, Florida, InvestPro Advisor is a small Corporate Training & Coaching company. Their services include Corporate Training & Coaching and Commercial Financing.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 1 Florida Strategic Financial Planners
-
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
$1,000+$50 - $99 / hr50 - 249Jacksonville, FL
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
UndisclosedUndisclosed50 - 249Cape Coral, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed50 - 249Sarasota, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$5,000+Undisclosed10 - 49Miami, FL
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9Stuart, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Ability to deliver
6.4/40.00/20 Reviews1.8/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$25 - $49 / hr10 - 49North Palm Beach, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$10,000+$25 - $49 / hr10 - 49Fort Myers, FL
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+$50 - $99 / hr250 - 999Pompano Beach, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
17% Financial Advising & Planning83% Other -
$10,000+Undisclosed10 - 49Tampa, FL
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
$1,000+$200 - $300 / hr10 - 49Hialeah, FL
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
20% Financial Advising & Planning80% Other