Best Financial Advisors in Ormond Beach, FL
15 firms listed · 8 in Ormond Beach · 8 rated 4.5+
Data verified October 18, 2026
Holland Financial
Anchor Certified Planners Group
Sarah Smith, Financial Advisor - Eagle Strategies
Madewell Batten CPA
Compass Financial Management Group
The 15 firms listed for Ormond Beach, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Ormond Beach, FL
Of the 15 firms we list here, 8 are in Ormond Beach itself and 7 come from Daytona Beach (7 mi). 10 of the firms on this page have a rating, from 4.0 to 5.0 across 93 reviews; 8 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), new business formation (2), non-profit organizations (2) and retirement planning (2). 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 43 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Ormond Beach take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.