Find a Financial Advisor in Orlando

Financial Advice that Makes the Complex Simple

Our financial advisors make the complex simple, serving those in Lake Mary, Windermere, Longwood, Isleworth, Baldwin Park, Dr. Phillips, Lake Nona, and throughout Metro Orlando from our offices in Winter Park.

Our wealth managers provide comprehensive financial planning and retirement planning, including financial advice, estate planning, tax efficiency, qualified retirement/401(k) plans, planning for business owners, and trust services. We act in the best interest of our clients, first by establishing your risk profile, then creating a plan that will help you pursue your goals using 10 key indicators vital to your financial health and comfort.

We want to be your Personal CFO – to stand beside you during every important financial decision you make and to help you feel more confident and less stressed about making financial decisions that really matter. We then customize a financial plan specifically for you, and can engage your other trusted advisors to all work on your behalf.

Tom Ruggie, ChFC®, CFP®, a nationally recognized author, speaker and financial advisor, leads an office that has served families like yours for more than 25 years. 


Wealth Management

Retirement Income Planning

Estate Planning


Retirement Scorecard

The Retirement Scorecard will help you understand what you need in preparation for retirement. See how far along you are on the road to retirement financial confidence in 10 key indicators, and let us help get you where you want to be.

Start the Process

Ruggie Rules: For Choosing and Working with a Financial Advisor

Living a retirement full of activity, with decades of health, happiness and prosperity depends, in part, on the action you take today. Tom Ruggie, ChFC®, CFP® of Carson Wealth walks you through a unique financial planning process that puts strategy into action.

7 Tips to Help Successfully Transfer Wealth to Your Kids

Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Tom Ruggie

Managing Director, Partner & Wealth Advisor

Rob Clark

Managing Partner, Wealth Advisor

Audrey Ralicki

Managing Partner, Wealth Advisor

Lou Shinaman

Senior Wealth Advisor

Colleen Arredondo

Associate Wealth Advisor, Client Relationship Manager

Morgan Hatfield

Senior Wealth Advisor

Carol Mulcahy

Senior Wealth Advisor

Jorge A. Romero

Senior Wealth Advisor

Anthony Van Ore

Chief Operating Officer- Winter Park, Tavares, The Villages®

Primary Services Areas:
Winter Park, Orlando, Windermere, Celebration, Baldwin Park, Lake Nona, Longwood, Altamonte Springs, Lake Mary, Winter Garden, Kissimmee, Lake Buena Vista, Sanford, Saint Cloud, Winter Garden, Daytona Beach, Apopka, Ocoee, Casselberry, Oviedo, Clermont, Winter Springs, Altamonte Springs, Lake Mary, Leesburg and all of Central Florida.

This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.