Service Areas

Rooted in Sarasota.
Serving the whole coast.

In-person when you want it, full-service by phone and Zoom when you don't — across the Sarasota–Venice region and beyond.

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Where We Serve

A local retirement planner
for your corner of the coast.

Retirement planning & financial advice in Venice.

South Venice, FL

Retirement planning & financial advice in South Venice.

Retirement planning & financial advice in Osprey.

Retirement planning & financial advice in Nokomis.

Retirement planning & financial advice in Englewood.

Retirement planning & financial advice in Bradenton.

Lakewood Ranch, FL

Retirement planning & financial advice in Lakewood Ranch.

Retirement planning & financial advice in North Port.

Port Charlotte, FL

Retirement planning & financial advice in Port Charlotte.

Wealth management & retirement planning in Siesta Key.

Longboat Key, FL

Wealth management & retirement planning in Longboat Key.

Don't see your town? We serve clients across Florida and nationwide. Get in touch →

Coverage Map

Over 85 communities.
One local firm.

Financial Advisor and Wealth Management in Sarasota

List of Services

Anna Maria, FL Apollo Beach, FL Arcadia, FL Bayshore Gardens, FL Bee Ridge, FL Boca Grande, FL Bokeelia, FL Bowling Green, FL Bradenton, FL Buckingham, FL Burnt Store Marina, FL Cape Coral, FL Captiva, FL Charlotte Harbor, FL Charlotte Park, FL Cleveland, FL Cortez, FL Cypress Lake, FL Desoto Lakes, FL Ellenton, FL Englewood, FL Fort Myers Shores, FL Fruitville, FL Ft Myers, FL Grove City, FL Gulf Gate Estates, FL Gulfport, FL Harbour Heights, FL Holmes Beach, FL Iona, FL Lakewood Ranch, FL Laurel, FL Longboat Key, FL Manasota Key, FL McGregor, FL Memphis, FL Myakka City, FL Nokomis, FL North Fort Myers, FL North Port, FL North Sarasota, FL Olga, FL Osprey, FL Palmetto, FL Pine Island Center, FL Placida, FL Port Charlotte, FL Punta Gorda, FL Punta Rassa, FL Ridge Wood Heights, FL Rotonda West, FL Ruskin, FL Samoset, FL Sarasota Springs, FL Siesta Key, FL Solana, FL South Bradenton, FL South Gate Ridge, FL South Pasadena, FL South Sarasota, FL South Venice, FL Southeast Arcadia, FL Southgate, FL St James City, FL St Petersburg, FL St. Pete Beach, FL Sun City Center, FL Sun City, FL Suncoast Estates, FL The Meadows, FL Tice, FL Tierra Verde, FL Treasure Island, FL Vamo, FL Venice Gardens, FL Venice, FL Villas, FL Warm Mineral Springs, FL Wauchula, FL West Bradenton, FL West Samoset, FL Whiskey Creek, FL Whitfield, FL Wimauma, FL Zolfo Springs, FL

Financial Planners in Venice

List of Services

Anna Maria, FL Apollo Beach, FL Arcadia, FL Bayshore Gardens, FL Bee Ridge, FL Boca Grande, FL Bokeelia, FL Bowling Green, FL Bradenton, FL Buckingham, FL Burnt Store Marina, FL Cape Coral, FL Captiva, FL Charlotte Harbor, FL Charlotte Park, FL Cleveland, FL Cortez, FL Cypress Lake, FL Desoto Lakes, FL Ellenton, FL Englewood, FL Fort Myers Shores, FL Fruitville, FL Ft Myers, FL Grove City, FL Gulf Gate Estates, FL Gulfport, FL Harbour Heights, FL Holmes Beach, FL Iona, FL Lakewood Ranch, FL Laurel, FL Longboat Key, FL Manasota Key, FL McGregor, FL Memphis, FL Myakka City, FL Nokomis, FL North Fort Myers, FL North Port, FL North Sarasota, FL Olga, FL Osprey, FL Palmetto, FL Pine Island Center, FL Placida, FL Port Charlotte, FL Punta Gorda, FL Punta Rassa, FL Ridge Wood Heights, FL Rotonda West, FL Ruskin, FL Samoset, FL Sarasota Springs, FL Sarasota, FL Siesta Key, FL Solana, FL South Bradenton, FL South Gate Ridge, FL South Pasadena, FL South Sarasota, FL South Venice, FL Southeast Arcadia, FL Southgate, FL St James City, FL St Petersburg, FL St. Pete Beach, FL Sun City Center, FL Sun City, FL Suncoast Estates, FL The Meadows, FL Tice, FL Tierra Verde, FL Treasure Island, FL Vamo, FL Venice Gardens, FL Villas, FL Warm Mineral Springs, FL Wauchula, FL West Bradenton, FL West Samoset, FL Whiskey Creek, FL Whitfield, FL Wimauma, FL Zolfo Springs, FL

Retirement Planning in Sarasota

List of Services

Anna Maria, FL Apollo Beach, FL Arcadia, FL Bayshore Gardens, FL Bee Ridge, FL Boca Grande, FL Bokeelia, FL Bowling Green, FL Bradenton, FL Buckingham, FL Burnt Store Marina, FL Cape Coral, FL Captiva, FL Charlotte Harbor, FL Charlotte Park, FL Cleveland, FL Cortez, FL Cypress Lake, FL Desoto Lakes, FL Ellenton, FL Englewood, FL Fort Myers Shores, FL Fruitville, FL Ft Myers, FL Grove City, FL Gulf Gate Estates, FL Gulfport, FL Harbour Heights, FL Holmes Beach, FL Iona, FL Lakewood Ranch, FL Laurel, FL Longboat Key, FL Manasota Key, FL McGregor, FL Memphis, FL Myakka City, FL Nokomis, FL North Fort Myers, FL North Port, FL North Sarasota, FL Olga, FL Osprey, FL Palmetto, FL Pine Island Center, FL Placida, FL Port Charlotte, FL Punta Gorda, FL Punta Rassa, FL Ridge Wood Heights, FL Rotonda West, FL Ruskin, FL Samoset, FL Sarasota Springs, FL Siesta Key, FL Solana, FL South Bradenton, FL South Gate Ridge, FL South Pasadena, FL South Sarasota, FL South Venice, FL Southeast Arcadia, FL Southgate, FL St James City, FL St Petersburg, FL St. Pete Beach, FL Sun City Center, FL Sun City, FL Suncoast Estates, FL The Meadows, FL Tice, FL Tierra Verde, FL Treasure Island, FL Vamo, FL Venice Gardens, FL Venice, FL Villas, FL Warm Mineral Springs, FL Wauchula, FL West Bradenton, FL West Samoset, FL Whiskey Creek, FL Whitfield, FL Wimauma, FL Zolfo Springs, FL

Wealth Management

List of Services

Anna Maria, FL Apollo Beach, FL Arcadia, FL Bayshore Gardens, FL Bee Ridge, FL Boca Grande, FL Bokeelia, FL Bowling Green, FL Bradenton, FL Buckingham, FL Burnt Store Marina, FL Cape Coral, FL Captiva, FL Charlotte Harbor, FL Charlotte Park, FL Cleveland, FL Cortez, FL Cypress Lake, FL Desoto Lakes, FL Ellenton, FL Englewood, FL Fort Myers Shores, FL Fruitville, FL Ft Myers, FL Grove City, FL Gulf Gate Estates, FL Gulfport, FL Harbour Heights, FL Holmes Beach, FL Iona, FL Lakewood Ranch, FL Laurel, FL Longboat Key, FL Manasota Key, FL McGregor, FL Memphis, FL Myakka City, FL Nokomis, FL North Fort Myers, FL North Port, FL North Sarasota, FL Olga, FL Osprey, FL Palmetto, FL Pine Island Center, FL Placida, FL Punta Gorda, FL Punta Rassa, FL Ridge Wood Heights, FL Rotonda West, FL Ruskin, FL Samoset, FL Sarasota Springs, FL Sarasota, FL Siesta Key, FL Solana, FL South Bradenton, FL South Gate Ridge, FL South Pasadena, FL South Sarasota, FL South Venice, FL Southeast Arcadia, FL Southgate, FL St James City, FL St Petersburg, FL St. Pete Beach, FL Sun City Center, FL Sun City, FL Suncoast Estates, FL The Meadows, FL Tice, FL Tierra Verde, FL Treasure Island, FL Vamo, FL Venice Gardens, FL Venice, FL Villas, FL Warm Mineral Springs, FL Wauchula, FL West Bradenton, FL West Samoset, FL Whiskey Creek, FL Whitfield, FL Wimauma, FL Zolfo Springs, FL

Fixed Indexed Annuity

List of Services

Anna Maria, FL Apollo Beach, FL Arcadia, FL Bayshore Gardens, FL Bee Ridge, FL Boca Grande, FL Bokeelia, FL Bowling Green, FL Bradenton, FL Buckingham, FL Burnt Store Marina, FL Cape Coral, FL Captiva, FL Charlotte Harbor, FL Charlotte Park, FL Cleveland, FL Cortez, FL Cypress Lake, FL Desoto Lakes, FL Ellenton, FL Englewood, FL Fort Myers Shores, FL Fruitville, FL Ft Myers, FL Grove City, FL Gulf Gate Estates, FL Gulfport, FL Harbour Heights, FL Holmes Beach, FL Iona, FL Lakewood Ranch, FL Laurel, FL Longboat Key, FL Manasota Key, FL McGregor, FL Memphis, FL Myakka City, FL Nokomis, FL North Fort Myers, FL North Port, FL North Sarasota, FL Olga, FL Osprey, FL Palmetto, FL Pine Island Center, FL Placida, FL Punta Gorda, FL Punta Rassa, FL Ridge Wood Heights, FL Rotonda West, FL Ruskin, FL Samoset, FL Sarasota Springs, FL Sarasota, FL Siesta Key, FL Solana, FL South Bradenton, FL South Gate Ridge, FL South Pasadena, FL South Sarasota, FL South Venice, FL Southeast Arcadia, FL Southgate, FL St James City, FL St Petersburg, FL St. Pete Beach, FL Sun City Center, FL Sun City, FL Suncoast Estates, FL The Meadows, FL Tice, FL Tierra Verde, FL Treasure Island, FL Vamo, FL Venice Gardens, FL Venice, FL Villas, FL Warm Mineral Springs, FL Wauchula, FL West Bradenton, FL West Samoset, FL Whiskey Creek, FL Whitfield, FL Wimauma, FL Zolfo Springs, FL

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58 of 58 client reviews are 5 stars (Google verified). Reviews are voluntary and uncompensated — SWAN does not solicit paid reviews and does not edit, control, or influence review content. Reviews are not a guarantee of future results, and past performance is not indicative of future results. Logos shown indicate platforms where SWAN’s content or listing can be found and do not imply endorsement. See full ratings & recognition disclosures.