15 Best Financial Advisors in Orlando

Burgos & Brein Wealth Management serves Orlando with retirement planning, investment planning, Medicare guidance and specialized support for VA Aid & Attendance. The firm is especially relevant to veterans, spouses and families managing the financial pressure of assisted living or other long-term care needs.

Its team helps with the benefit application process, explains requirements carefully and follows through on requested information. The wider planning work includes asset protection and strategies for using available benefits to support long-term financial stability. The practice’s approach is compassionate as well as organized, making complex benefits and care-related financial decisions easier to navigate.

Andres Zambrano, Financial Advisor with Regal Financial Group, provides personalized financial guidance in Orlando and Central Florida. His work includes retirement planning, investment planning, insurance and risk management, estate planning, Medicare guidance, Social Security considerations, and charitable giving strategies.

The approach begins with a consultative conversation about goals and circumstances, followed by a personalized plan for short-, intermediate-, and long-term priorities. Andres is especially recognized for patient explanations, thorough answers, and a calm, straightforward style when discussing complex options. This makes the practice relevant to people organizing retirement income, investments, insurance, or a broader financial plan.

Guided Financial Advisors serves Orlando with financial advising centered on clear explanations, careful attention and responsive support. The practice is particularly suited to people navigating tax strategies, investment goals or major financial decisions who want guidance that feels organized rather than overwhelming.

Omar Khatri is noted for responding promptly, identifying opportunities for tax savings and financial optimization, and tailoring recommendations to each situation. The onboarding process is designed to feel smooth, with practical guidance for milestones such as purchasing a first property.

The LifeWealth Group helps Orlando households create retirement-income strategies intended to support life in and beyond retirement. Its planning centers on income needs, cash flow, assets and the goal of making retirement resources last while preserving room for travel, family and other priorities.

The practice takes an individual approach, with guidance that can be useful for growing families as well as people nearing retirement. It also provides educational resources for those who want to clarify their retirement vision before making major financial decisions.

Edward Jones Financial Advisor Lana Light serves Orlando with personalized financial advice shaped around individual goals, investment concerns and long-term priorities. Her approach pairs detailed research with attentive communication, helping clients understand their options without feeling rushed or pressured.

Lana Light’s practice covers investment planning as well as broader financial questions for small-business owners, including tax strategies, succession planning and employee retention strategies. Her credentials include CFP®, CEPA®, CDFA® and CRPC™ designations, adding relevant depth for retirement and business-transition planning. The office is best approached as a scheduled consultation: appointments are required or recommended, and reserving time in advance is advisable.

Lilian Mesquita provides financial planning in Orlando with a patient, educational style. She is known for organizing scattered accounts, presenting financial progress in an understandable way and explaining complex subjects plainly before decisions are made.

Her planning is tailored to individual circumstances, comfort levels and retirement goals rather than relying on a one-size-fits-all approach. As a CFP® professional with First Command, she also brings a focus on financial coaching for military families and people working toward a more secure financial future.

AllGen Financial Advisors provides financial planning and investment management in Orlando for individuals, families and business owners. The firm starts with a broad view of net worth, cash flow, debt, risk exposure and long-term goals, then builds a structured plan to bring those areas into alignment.

Portfolio management is designed around objectives, risk tolerance and time horizon, with an emphasis on consistency through market cycles rather than short-term reactions. The firm also supports pre-retirement and retirement planning, wealth protection and coordination with attorneys and other professionals when legacy planning is involved. Its communication style is practical and easy to understand, with attention to the person’s wider goals rather than numbers alone.

JLT Financial Services focuses on financial planning and retirement preparation in Orlando, with additional guidance around life insurance, investment decisions, education and estate planning. Jorge L. Tola’s approach is personal and methodical, presenting information and choices clearly rather than relying on sales-heavy conversations.

The practice is particularly relevant for retirees and people approaching retirement who want to protect assets, consider tax implications and build a plan for long-term financial security. Prompt answers, careful follow-through and continued guidance after major transactions are central to the service.