Kohler Financial Services
“My husband and I have conducted business with them for quite a few years now.”
Best Financial Advisors in Port Orange, FL
15 firms listed · 6 in Port Orange · 12 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Handlin Wealth Management
“Nate does a great job explaining options in a way we understand, and we always feel like he has our best interest at heart.”
Rudi Hoffman
Bundza Wealth Management - Justin Bundza
“I have been extremely pleased with Bundza Wealth management, they exceeded all of my investment expectations.”
R. L. K. Advisory Group
“Thank you Robbie and Andrew for helping me stay on track for my retirement.”
Atlantic Retirement Solutions
The 15 firms listed for Port Orange, 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: Port Orange, FL
Of the 15 firms we list here, 6 are in Port Orange itself and 9 come from towns including Daytona Beach (5, 8 mi), Daytona Beach Shores (1, 5 mi) and New Smyrna Beach (1, 6 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 155 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 shows a license on its website; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 9 publish a contact page; 11 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.
Why are financial advisers outside Port Orange listed here?
6 of the 15 firms are located in Port Orange. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Prudential
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Fraser Allport - the Total Advisor
“Fraser is a true Fiduciary: He shepherds his Clients with a "Duty of Care", and builds long-term relationships based on mutual Trust and Respect.”
Anchor Certified Planners Group
“Nice friendly people that love to help you with your all financial questions.”
Sarah Smith, Financial Advisor - Eagle Strategies
“Sarah Mc Calister is not only friendly and personable, but she knows her subject matter when it comes to life insurance.”
Chase C. Smith - Financial Advisor
“Chase has been very knowledgeable and helpful and always responds promptly if I have questions.”
Madewell Batten CPA
“Professional, knowledgeable, and timely everything you expect in a accounting firm.”
Frank Reynolds & Company
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
Xcel Wealth Management
Firstrust
Why these companies made our list
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