Financial Advisors for Business Owners and Entrepreneurs in Orlando
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Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Financial Advisors
Chris Gure
Ryan Johnson, CFP®, BFA™
Pillar Wealth
Cayden McLaughlin, CFP, EA
Matt-Magee, CFP®
Ian Weiner, CFP(R), CEPA
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
Calculated Wealth
Balance Wealth
Purpose Financial Planning
Showing 1 - 10 of 11 results
FrequentlyAsked Questions
Should a business owner hire a financial advisor?
Yes—especially if your business income affects your personal finances. A specialized advisor can help reduce taxes, manage cash flow, and plan your long-term exit.
How much does a financial advisor cost for business owners?
Business advisors typically charge 0.5%–1.5% of assets under management, or $1,000–$5,000 for project-based plans. Some offer hourly rates between $150 and $400.
Can a financial advisor help with paying yourself from an LLC or S-Corp?
Yes. They help structure compensation, distributions, and tax-efficient payroll that aligns with your entity type and long-term financial goals.
Is a financial advisor worth it for small business owners?
In most cases, yes. The right advisor can help reduce taxes, increase profitability, and ensure you’re building wealth both in and outside your business.
How Financial Advisors Help Business Owners and Entrepreneurs
Running a business means your personal finances are deeply tied to your company's success. That’s why business owners and entrepreneurs benefit from working with financial advisors who understand both sides of the equation.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
Not sure who’s right for you as a business owner/entrepreneur? Answer a few quick questions, and we’ll introduce you to someone who fits.
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