Winter Park, FL

Meet Our Advisory Team

1400 West Fairbanks Avenue, Suite 202, Winter Park, FL, 32789, USA

Our Winter Park-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving professionals in the Orlando area, working with business owners and entrepreneurs, as well as retirees and pre-retirees. We are also proud to serve ultra-high-net-worth individuals. If you’re searching for a financial advisor in Winter Park, FL, our team is ready to support your financial goals.

(407) 629-7008

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

The Beacon Pointe team is extremely knowledgeable and trustworthy – and they truly care! Crystal has been my advisor for many years and, in addition to doing a great job managing my investments and formulating a financial plan that helped me prepare for retirement, she has also assisted me with tax planning and inheritance issues, and even guided me through a successful Medicare surcharge appeal. You’re not just a number with Beacon Pointe – They know you personally and provide support through every financial situation and stage of life!

Great to work with all of the folks with Beacon Pointe Advisors. We have built a great relationship and their results are fantastic.

We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world. In addition they have an amazing team, in particular Elaine, Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.

Will, Jimmy and the whole Beacon Pointe team are phenomenal to work with. The team is professional, knowledgeable and dedicated to helping secure a financial future.

I have been a client for a long time. Most recently with Will Ferrell. The entire Beacon Pointe team/staff has been an absolute dream to work with. Here’s to many more years of continued financial success! Thank you for all you have done for me and family!

I would highly recommend this advisory service to anyone looking for a dedicated, knowledgeable, and awesome team to grow their value. Shoutout Paige and Elaine!

First class in every way and I would highly recommend their services to anyone looking for a financial advisor.

The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.

Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Serving Winter Park for Many Decades

Our services are customized to address the diverse needs of our clients

Our process and attention to detail ensure your wealth plan enables you to make informed, smart choices about your financial future.

Wealth Management

Our team uses their expertise to design a tailored financial solution for your family and assets.

Wealth Management

Investment Management

We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Estate Planning

We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Retirement Planning

We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Meet Our Team

Wealth Management

You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.

Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a Winter Park financial advisor who puts your goals at the center of every decision.

Ensure Retirement Income

Build a reliable income stream so your retirement lasts as long as you do without compromise.

Maximize Wealth Transfer

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Reduce Tax Burden

Proactive tax strategies woven into every recommendation so you keep more of what you earn.

Create and Preserve Wealth

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Protect Against the Unexpected

Ensure you have the right coverage that protects your family, assets, and business from unforeseen risks.

Gain Peace of Mind

Take a deep breath knowing your financial needs and aspirations are planned for during every stage of your life.

Our advisors across Winter Park offer a full spectrum of wealth management services designed to address the real challenges you face.

Schedule a Complimentary Financial Review Today

Choose the Solutions That Fit Your Life

Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted Winter Park wealth advisory team with deep expertise and a nationally recognized investment platform.

Wealth Management

Comprehensive Wealth Planning and Investment Management

For individuals and families seeking a trusted partner to build, manage, and protect their wealth with a personalized financial plan.

Personalized Financial Planning
Retirement Income Strategies
Investment Management on an Open Platform
Tax, Estate, and Insurance Planning
College Funding and Stock Option Strategies

Explore Wealth Management Solutions

Private Office

A Private Family Office Experience for Significant Wealth

For ultra-high-net-worth families and multi-generational wealth requiring a sophisticated, white-glove approach to preserving and growing their legacy.