Financial Advisor Sarasota

Achieve financial freedom through powerful financial advice by a local Sarasota financial advisor.
A Registered Investment Advisor has a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests.

Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.

Find financial advisors in Sarasota that are highly motivated by seeing you achieve financial success.

Empowering people to make wise financial decisions. Get smart with your assets and set your goals in motion today!

Dwight Pendola, CFP®
Investment Advisor Representative & Portfolio Manager, Horizon Wealth Advisors

Safeguard Your Future With Insight & Expertise From Financial Advisors in Sarasota, FL
Is your nest egg prepared for major life events like loss, injury, or death? What about your retirement dreams… are they protected from inflation, market crashes, or increasing health care, and tax costs? What about your business success… have you planned how to turn that into wealth for years to come? If not, It’s never too late to start. Find financial advisors in Sarasota that are here to help you plan every step of the way.

Today, Tomorrow, Together
You came to Florida because it’s special and offers an exceptional way of living. We get it and that’s exactly why we live here too. Find financial advisors in Sarasota that understand you have goals unique to this type of southern lifestyle. Maybe you want to invest for retirement so you can maintain financial freedom through your golden years. Or maybe you want to save for your children’s education, purchase a new sailboat, or finally step into your dream beach home. Sarasota Registered Investments Advisors are here to help you turn those dreams into reality. So it’s time we ask, where will your current investment portfolio take you?

Financial Consultancy