Best in Brevard. I rely on Alan and all the folks in his office. Outstanding professionals.read more

From the owner: Where you will find a wealth of information in the form of newsletter articles, calculators, and…read moreresearch reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is here to help you gain a better understanding of the financial concepts behind accounting, taxation, insurance, investing, retirement, estate planning, and wealth preservation

Outstanding service and would definitely recommend them, without any hesitation. I can't imagine a…read morehigher level of service, care and responsiveness is possible. I've been with Wilmarth PWM (Raymond James) since 2018 and would not even consider leaving. Cole has been my financial advisor for the past five years, and his insights and attention to detail are consistently top notch. I trust him. Highly recommended. (And during business hours you will never be connected to a voicemail--someone always picks up. Always!)

From the owner: The Financial Advisors at Wilmarth Private Wealth Management in Melbourne, Florida assist families…read morewith their financial goals. From retirement planning to saving for college, their team of experienced financial planners create personalized plans to manage wealth, investments, and financial futures. Understanding stock option plans, ERSA's, and monetizing businesses are just some of the financial planning skills brought to the table. Working closely with your CPA and estate attorney creates a trifecta of team members all working on your behalf.

Very positive experience with large increase in a short amount of time. Altair was welcoming and…read moretook time to explain everything in detail and answered my many questions. Highly recommend.

Enjoying the zoom meeting once a month. Very interesting and informative keep up the good work…read more Can't wait till next month

Went to Matthew in 2017 about 6-8 months prior to retirement. He has been wonderful to work with in…read moremanaging our portfolio. He has managed our funds, giving us a steady stream of extra income, while the funds continue to grow. On the rare occasion that Matthew is out of pocket Andres has covered and taken care of our needs. We were with Matthew prior to the forming of Marvel and we recommend he and Marvel to others. They communicate and are good at explaining their recommendations. I am confident that even when tougher times come our money will be managed to the best of their ability.

I can't say enough great things about this team! From the very first conversation, it was clear…read morethey truly care about their clients' success, not just in business, but in life. They take the time to listen, understand your goals, and then give you clear, actionable strategies to get there. What I love most is their integrity and authenticity. In a world where it's hard to know who to trust, they stand out as people who genuinely have your back. Their financial advice is solid, their business insight is priceless, and their energy is uplifting. Every time I leave a meeting (virtual or in person), I feel more confident, more focused, and inspired to take the next step. So If you're looking for guidance that's both smart and heart-centered, I highly recommend them. You won't just get great consulting, you'll also gain partners who are truly invested in your growth.

From the owner: Ask Bree and Lisa for strategic financial planning that works. Index-based wealth building,…read moreretirement planning & business growth with energy and expertise. We believe clarity should come before commitment. That’s why every consultation is 100% complimentary.

Mr. Shier has years of experience and is knowledgeable about a variety…read moreof financial products and services. I like his no pressure and patient approach.

Todd has been handling my investments for over 20 years. His knowledge of market conditions and…read morecurrent regulations has made dealing with him not only pleasurable but economically sound. I have recommended him to numerous people over time and everyone has been satisfied with his results.