As a fiduciary, our focus is to provide reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. Our team collectively has more than 80 years of experience in the financial services industry and we specialize in a range of financial matters in all life stages.
Whatever your goals, we can help
Chris Bredesen —
I have been a Merit client for a few years now and found their staff to be friendly and professional. David and his colleagues
You work hard every day. You make sacrifices as you balance your family, work, and finances. How can you make sure that your effort can help you live a rewarding and purposeful life now and fulfill your future dreams? It is possible to do both with the right guidance. Read about typical client scenarios.
At Envision Wealth Planners we aim to understand
We help you know what is truly important for your family's finances and expertly integrate financial planning, investment management and tax advice. Fee-Only Financial Advisors serving clients nationwide from offices in Orlando, Melbourne & Tampa Florida.
We are confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information
Our foundation is built on fostering a long-term and meaningful relationship with you for life. Florida Financial Strategies is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized