Fee-Only, Fiduciary Financial Advisor Serving Orlando, The Villages & Surrounding Communities
Occidental Asset Management provides fee-only financial advisory and wealth management services for individuals and families across Florida’s Greater Orlando region, including Orlando, Altamonte Springs, Winter Park, and The Villages.
You might be beginning your search for an advisor by typing in phrases like “best financial advisor Orlando,” “fiduciary financial advisor Orlando,” or “financial advisor The Villages FL.” But finding the right advisor is about more than keywords.
If you’re looking for planning that moves beyond a generic template and reflects your goals, values, and the way you make decisions, our Orlando-area office may be a fit. We offer fee-only, fiduciary financial planning, investment guidance, and retirement planning for Clients across Greater Orlando and The Villages, with advisors who take the time to understand what matters most to you and help keep your plan aligned with your life.
Why Fee-Only, Fiduciary Advice Matters
Working with a fee-only financial advisor in Orlando means that recommendations are made without commissions or product sales. And as your fiduciary, our Advisors are obligated to act in your best interest at all times.
We believe this approach to wealth management in Orlando best supports Clients seeking objective, personalized advice built on trust and transparency.
Meet in the Way That Works for You
Clients can meet with our Orlando Advisors:
In the Office
at our Altamonte Springs location
Virtually
wherever you are
By Phone
for ongoing conversations
Services Offered at Our Orlando-Area Location
As a financial and investment advisor in the Orlando area, we provide comprehensive wealth management services to help you achieve your goals.
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Ongoing financial planning in Orlando designed to help you navigate major financial decisions, life transitions, and long-term goals.
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Portfolio oversight grounded in evidence-based strategies and disciplined decision-making.
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Planning for long-term sustainability, including income strategies and Social Security analysis.
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Tax-efficient strategies to help you keep more of your income.
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Wealth building through saving and investment approaches tailored to your long-term goals.
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Guidance to help manage risk, create liquidity, and support tax efficiency.
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Tools designed to reduce exposure to potential financial setbacks.
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Planning for how your assets will be passed on to protect your legacy and loved ones.
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Guidance to help you understand how your financial beliefs influence your financial habits and decision-making.
Why Work with Occidental Asset Management
Clients often choose our Orlando area office because they value:
Fee-only, fiduciary guidance
A personalized approach to financial planning
Investment management in Orlando to help minimize risk and achieve goals
Integration of behavioral finance
Coordination with CPAs and attorneys when needed
Straightforward communication and ongoing engagement
Common Client Concerns We Help With
We provide personalized planning shaped by each Client’s goals, priorities, and life circumstances. Some of the concerns Clients come to us with include:
How can you help me structure my retirement income and navigate distribution decisions?
How would you help me create a plan that supports my needs today but also prepares for the financial well-being of my children and grandchildren?
Can you help me plan around a future business sale or liquidity event?
How would you guide me through managing concentrated stock, RSUs, or stock options?
CFP® Professional Expertise
Residents looking for a CERTIFIED FINANCIAL PLANNER® professional in Orlando often turn to us because our team includes Advisors who hold the CERTIFIED FINANCIAL PLANNER® designation.
Attaining the CFP® certification requires rigorous training in financial planning, including tax optimization, retirement planning, estate planning, and portfolio construction.
Clients working with CFP® professionals gain access to Advisors who have completed extensive coursework, passed a comprehensive exam, and must maintain ongoing education requirements. In addition, CFP® professionals serve as fiduciaries, putting Clients’ best interests first.
Our CFP® certificants will provide personalized planning based on your goals, whether that’s retiring early, buying a family vacation home, or exiting a business.
Locations We Serve from Our Orlando Area Office
Our office supports Clients from our Altamonte Springs location, including:
Orlando metro area (Lake Nona, Dr. Phillips, Windermere, Winter Park, and surrounding communities)
North Orlando (Altamonte Springs, Maitland, Lake Mary, Heathrow, and Winter Garden)
The Villages (and surrounding retirement communities)
Central Florida (Celebration, Kissimmee, and beyond)
Whether you're searching for a personal financial advisor in Orlando, a fiduciary financial advisor near The Villages, or fee-only wealth management in Central Florida, we provide comprehensive financial planning and investment advisory services to Clients across the Greater Orlando area.
Directions
We’re located in the Uptown Altamonte area, just off I-4 at the Central Parkway exit, within walking distance of Crane’s Roost Park and the Altamonte Mall.
Our Office Address
220 E Central Parkway, Suite 3045
Altamonte Springs, FL 32701
(321) 401-6633
team@occidentalasset.com
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Merge onto the I-4 Express (Toll Road).
Follow I-4 Express to Altamonte Springs.
Take the exit toward Central Parkway.
Turn right and stay on Central Parkway.
Our office is on the left, at 220 E. Central Parkway.
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Turn onto Maitland Ave. toward Altamonte Springs.
Use the middle lane to turn left onto E. Altamonte Dr.
Turn right onto Palm Springs Dr.
Use the left 2 lanes to turn left onto E. Central Parkway.
Stay on Central Parkway.
Our office is on the left, at 220 E. Central Parkway.
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Take US-27 S/US-441 S.
Continue onto FL-500.
Use the left 2 lanes to turn slightly left onto US-441 S.
Slight right onto Lakeshore Blvd.
Turn right onto FL-19 S.
Use the left 2 lanes to turn left onto County Rd 561.
Turn left onto County Rd 448.
Continue straight onto County Rd 448A.
Turn left onto Duda Rd.
Continue onto Jones Ave.
Turn right onto US-441 S/W Orange Blossom Trail.
Keep left to continue on FL-436 E/E Semoran Blvd.
Use the left 2 lanes to turn left onto Montgomery Rd.
Turn right onto W. Central Pkwy.
Stay on Central Pkwy.
Our office is on the left, at 220 E. Central Parkway.
Team Members in Our Orlando Office
Schedule a Call
Ready to gain clarity on your financial future? Take the first step toward a personalized plan that integrates every aspect of your financial life. Schedule a call with a Financial Advisor in Orlando today.