Best Financial Advisors in Ormond Beach, FL

15 firms listed · 8 in Ormond Beach · 8 rated 4.5+

Data verified October 18, 2026

Spencer Tax and Accounting

Spencer Tax and Accounting

5.0 26 reviews
“Spencer Tax and Accounting was fast, more than affordable, but most of all made me feel confident that my tax returns are in the rite hands.”
Free consultationSince 2021Prices online
142 E Granada Blvd Suite 208
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Holland Financial

Holland Financial

5.0 5 reviews
“I would highly recommend Holland Financial to anyone needing retirement advice, but also how a reverse mortgage can free money to truly enjoy your retirement.”
CFP certifiedSince 1999
700 W Granada Blvd
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Anchor Certified Planners Group

Anchor Certified Planners Group

4.0 2 reviews
“Very honest and forth write person, passionate about financial planning and offering the best advise.”
BBB A+Since 1991
1395 W Granada Blvd
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Sarah Smith, Financial Advisor - Eagle Strategies

Sarah Smith, Financial Advisor - Eagle Strategies

5.0 14 reviews
“I've been using Sarah's services for years now and I would highly recommend her.”
California license #4555123Serves Volusia County, Port Orange +2Since 2022
Daytona Beach, FL · 7 mi from Ormond Beach
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Madewell Batten CPA

Madewell Batten CPA

4.2 4 reviews
“Professional, knowledgeable, and timely everything you expect in a accounting firm.”
Since 1994Prices online
Daytona Beach, FL · 7 mi from Ormond Beach
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Compass Financial Management Group

Compass Financial Management Group

4.8 19 reviews
“John and i have trusted compass with with both of our retirements from publix supermarkets and could not be happier .”
Since 1983
880 Airport Rd STE 112A
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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.

Weber Financial

Weber Financial

5.0 1 review
“I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.”
Since 2014
595 W Granada Blvd suite j
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Firstrust

Firstrust

Virtual consultationsSince 1995
Daytona Beach, FL · 7 mi from Ormond Beach
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Storms Walker & Rowdon

Storms Walker & Rowdon

Since 2019
6636, 1230 US-1 Suite 5
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Milan Prastalo, Independent Financial Advisor

Milan Prastalo, Independent Financial Advisor

Since 2006
115 E Granada Blvd #5
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The Depasqua Wealth Advisory Group of Stifel

The Depasqua Wealth Advisory Group of Stifel

Since 2011
Daytona Beach, FL · 7 mi from Ormond Beach
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Kris Stockhammer LPL

Kris Stockhammer LPL

Since 2023
1951 W Granada Blvd
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Prudential

Prudential

Since 2005
Daytona Beach, FL · 7 mi from Ormond Beach
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Savannah Court Financial Advisors

Savannah Court Financial Advisors

Since 2010
Daytona Beach, FL · 7 mi from Ormond Beach
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Jarvis Financial

Jarvis Financial

Free consultationServes United StatesSince 2004
Daytona Beach, FL · 7 mi from Ormond Beach
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HomeWealth Management AdvisorsFloridaOrmond Beach, FL

Why these companies made our list

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