The past few months have been some of the most trying of my career as I’ve been afraid to leave my trading screens for more than a few minutes. … Read More →
Studdard Financial - Sarasota's "Fee Only" Investment Advisor
Sarasota's "Fee Only" Investment Advisor
Learn how Studdard Financial got started and why we're so passionate about what we do.
I believe that people deserve to have someone that puts them first and foremost when it comes to their financial future.
The biggest driver behind Studdard Financial is that we believe, wholeheartedly in providing the best advice to our clients. And it's also why we're a Registered Investment Advisor (RIA) and are held to a true Fiduciary duty, 100% of the time.
Fiduciaries are held to the highest standards of investment advice and MUST do what’s right for their clients.
Clients always come first.
As an RIA, we are legally bound to work in YOUR best interest!
Under the Investment Advisers Act of 1940, registered investment advisors are held to a fiduciary standard of care.
By law, we must ensure that each investment recommendation we make is based on your best interest.
In the event that a conflict of interest should arise, we, as RIAs, are required to let you know. That is not always the case with non-RIA "personal financial advisors."
Additionally, we are required to have a written code of ethics that governs our actions and fully discloses how we are compensated.
The past few months have been some of the most trying of my career as I’ve been afraid to leave my trading screens for more than a few minutes. … Read More →
Many people are in a headlong rush to claim their Social Security benefits as soon as possible but, depending on their situation, this haste may be … Read More →
Main Office
1990 Main Street, Suite 750
Sarasota, FL 34236
*By Appointment Only
Principle Office:
5250 Hyland Hills Ave., #1512
Sarasota, FL 34241
| Sarasota, FL: | 941.228.1016 |
| Germantown, TN: | 901.355.4713 |
| Toll Free: | 800.989.3806 |
| byron@studdardfinancial.com |
Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities. It is for informational purposes only. Please remember that past performance may not be indicative of future results. Information pertaining to Studdard Financial, LLC operations, services and fees is set forth in our current disclosure statement below.
Form ADV Part 2 a copy of which is available by clicking here
Carefully consider your investment objectives, risk factors, and charges and expenses before investing. Investing involves risk, including possible loss of principal. Consult your own advisor for implications of investing. Diversification and asset allocation may not protect against market risk. Studdard Financial, LLC is a registered investment adviser located at 5250 Hyland Hills Ave., Unit 1512, Sarasota, FL 34241. It may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or otherwise excluded or exempt from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where this firm and its advisory affiliates or investment adviser representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Not FDIC Insured * No Bank Guarantee * May Lose Value