Investing your money can be stressful. If you prefer to do it yourself, we’ll give you some guidance and wish you good luck. If, on the other hand, you prefer to have some help, we think we’re an excellent choice for you.
As someone who has been helping clients with their money for over 40 years, I’ve seen good times and I’ve seen bad times. That I’ve survived this long suggests that I know what I’m doing and that my clients have grown to trust and embrace my advice.
Florida Wealth Advisors LLC is a Florida Limited Liability Company. As such, we are regulated by the State of Florida. We hold ourselves to a fiduciary standard which in simple terms means we are willing to be held accountable legally, morally and ethically for everything we say and do.
Our investment advice can follow two paths.
The first is a relationship we have with Vanguard. Vanguard is a long time, multi-billion dollar financial firm with a history of transparency, low costs, a wide diversity of investment choices, and great performance. We pride ourselves on giving expert professional services at a low cost to the client. To get a better understand how this option might work for you, look at and/or download this single page document: OPENING A VANGUARD ACCOUNT WITH FLORIDA WEALTH ADVISORS, LLC.
The second is through a long time associate, Mr. Alan Hagopian, CFP, EA. Alan is associated with a SEC registered Broker/Dealer which in turn owns an associated Registered Investment Advisory firm. Alan provides investment advice for a fee which is typically a percentage of the money entrusted to us. In turn Alan gives the day to day management of your money to one or more of several Registered Investment Advisory firms across the country. Each of them have exceptional programs that we believe are among the best possible ways for you to have your money invested. To learn more about them and their programs, call us or send us an email. One of us will get back to you with timely information.