Preservation Financial Group
“My wife and I have trusted our financial resources to Preservation Financial Group for 10+ years and highly recommend them to anyone looking for financial advice and guidance.”
Best Financial Advisors in Tallahassee, FL
24 firms listed · all 24 in Tallahassee · 1 open weekends · 16 rated 4.5+ · 4 show a license
Data verified October 18, 2026
Bill Sittig CPA
“Bill seems to know more about current tax law and more creative ways to handle our tax portfolio.”
First Franklin Financial Services
“I work with Tre Warren at First Franklin, him and his team have been great in taking care of my family's financial assets and helping them grow to meet our goals.”
Cassedy & Company
“The educational charts and graphs are a great tool for novices like myself to understand the past trends.”
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Trinity Global Financial Group
“Have been the best customer service for the past 5 years and will continue to use there services!”
Prospective Tax & Financial Planning
“She is detailed oriented, easy to reach, meticulously maintains my business books, and keeps things in perfect order.”
The 24 firms listed for Tallahassee, 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: Tallahassee, FL
All 24 firms we list here are in Tallahassee itself. We have 35 firms in Tallahassee on file; this page shows the highest-rated 24. 18 of the firms on this page have a rating, from 4.3 to 5.0 across 120 reviews; 16 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are education funding (2), financial planning (2) and retirement planning (2). 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 17 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Tallahassee offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
The Millionaire Portfolio Group
“She recognized my weaknesses regarding my ability to stay consistent with my money management and was able to come up with a plan to get and keep me in track.”
Poppell Financial Group
Millcreek Financial Consultants
“You can tell William Really likes his work and helping people to obtain their goals.”
Bruce Hagan CFP
“Quick response and handled my request in no time.”
Private Wealth Management and Consulting
“Eddie and his office are great to work with!”
Southern Wealth
“Their holistic planning shows my financial picture in a way I had not seen.”
Thielen+
“I trust David Beidel and the team at Thielen to advise me, keep me compliant and help me get all the benefits I pay taxes for.”
Thomas Howell Ferguson P.A. Cpas
Avant Financial Group
“I have dealt with many financial Services before and this is yet the most professional of all.”
Strategic Wealth Group
“We have worked with other financial advising firms in the past, but choosing to utilize the knowledge and expertise of Strategic Wealth Group was an easy decision and one my family and I are benefiting from.”
Cornucopia Wealth Management
Smith Bruer Advisors
Six Pillars Financial Advisors
The Vedder Group
Proper Wealth
“We went to Proper Wealth for help with our retirement income planning and to make sure we were sufficiently taken care of long term and also with my husband's new business.”
Dougherty Financial Planning
U-Vest Financial
Barnes Capital Group
Why these companies made our list
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