BlackOwnedFlorida.com · Free Directory
Black Financial Advisors
in Florida
Certified African American financial planners in Orlando, Tampa, Jacksonville, Sarasota, Gainesville, and Lake Mary — specializing in retirement planning, wealth management, and building generational wealth.
Why a Black Financial Advisor?
The right advisor doesn’t just manage your money — they understand what it means for your family, your community, and the generations after you.
Cultural Context Shapes Strategy
The racial wealth gap is real and measurable. A Black financial advisor understands the specific history, barriers, and opportunities that shape your wealth-building path — and plans accordingly.
Trust Improves Outcomes
Research is consistent: clients who trust and communicate openly with their advisor make better financial decisions. Cultural alignment builds that trust faster and sustains it longer.
Generational Wealth Is the Goal
Many Black financial advisors specialize in strategies that extend beyond the individual client — estate planning, business succession, charitable giving — because generational wealth is the mission, not just retirement.
Community Reinvestment
Working with a Black financial professional keeps advisory fees, referrals, and professional relationships circulating inside the community — building collective economic strength with every engagement.
Florida Black Financial Advisors
Verified Black and African American financial advisors currently practicing across Florida. Contact advisors directly for availability and consultations.
Central Florida
Maitland · Orlando · Lake Mary(689) 323-5779 · (407) 553-3573
info@traditionswealthlegacy.com
Tampa Bay
Tampa(813) 373-6825
(813) 221-4444
Sarasota
Sarasota(941) 216-0679
(941) 363-8514
Jacksonville / Ponte Vedra
Northeast FloridaGainesville
North Central Florida(352) 377-2834
How to Choose the Right Financial Advisor
Five steps to finding the advisor who’s the right fit — not just the most available one.
- Define your financial goals first
Do you need retirement planning, investment management, business succession planning, or comprehensive financial planning? Clarifying this before you search narrows the right advisor’s specialty.
- Browse this directory by city or region
Use the region jump links at the top of this page to find advisors near you. Review each advisor’s firm, certifications, and listed specialties before reaching out.
- Verify credentials independently
Confirm certifications like CFP®, AAMS®, CDFA®, or QPFC via CFP Board or FINRA BrokerCheck. Takes two minutes and protects you.
- Schedule a consultation before committing
Contact the advisor using the phone or website listed. Ask about their fee structure (fee-only, commission, or fee-based), minimum account sizes, and whether they serve clients in your specific situation.
- Ask the questions that matter
Good questions: How do you approach generational wealth for Black families? What is your experience with clients at my income level? How are you compensated? A strong advisor welcomes all of these.
Frequently Asked Questions
BlackOwnedFlorida.com maintains a free directory of Black and African American financial advisors across Florida — including Orlando/Maitland, Tampa, Jacksonville/Ponte Vedra, Sarasota, Gainesville, and Lake Mary. Advisors include certified professionals from Edward Jones, Merrill Lynch, Morgan Stanley, Ameriprise, Raymond James, and independent Black-owned firms.
Black financial advisors bring both technical expertise and lived cultural context to wealth planning. They understand the specific challenges facing Black families — including the racial wealth gap, generational wealth barriers, and historical exclusion from financial institutions. Studies show clients achieve better outcomes when they trust and communicate openly with their advisor, and cultural alignment directly supports that trust.
Specialties include retirement planning, investment management, comprehensive financial planning, business succession planning, charitable and planned giving, life and disability insurance, divorce financial analysis (CDFA), and generational wealth strategies. Many hold advanced certifications including CFP® (Certified Financial Planner), AAMS® (Accredited Asset Management Specialist), QPFC, and CDFA®.
Yes. Traditions Wealth and Legacy Planning in Lake Mary, FL is a Black-owned financial planning firm. Led by Lemar Williams, President and Financial Planner, the firm specializes in business succession planning, charitable giving, and comprehensive financial planning. Reach them at (689) 323-5779 or info@traditionswealthlegacy.com.
For Central Florida, this directory lists Dwayne Garrett Gayle at Edward Jones in Maitland and Lemar Williams at Traditions Wealth and Legacy Planning in Lake Mary. Both serve the broader Orlando metro area. Click their profiles above to connect directly.
Yes — listing is completely free. Visit blackownedflorida.com/submit-a-business to add your practice. For enhanced visibility including featured placement, sponsored social posts, and newsletter inclusion, advertising packages start at $29/month at blackownedflorida.com/advertisement.
Resources for Black Financial Professionals & Clients
National Association of Black Accountants (NABA)
Professional development and networking for Black accountants and financial experts.
Visit NABA →Association of African American Financial Advisors (AAAA)
Resources, community, and advocacy for Black financial advisors.
Explore AAAA →CFP Board — Verify a CFP®
Confirm a financial planner’s CFP® certification before you engage.
Verify Now →FINRA BrokerCheck
Free tool to research the background and credentials of any financial advisor.
Check BrokerCheck →Black Wealth Summit
Events and resources focused on wealth building in Black communities.
Join Events →