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Studdard Financial - Sarasota's "Fee Only" Investment Advisor

Sarasota's "Fee Only" Investment Advisor

  • Who We Are
  • Our Services
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Who We Are

Studdard Financial, LLC is a registered investment adviser (RIA) in Sarasota, FL. We offer a wide variety of financial planning and investment management services including estate planning, retirement planning and portfolio diversification and management. We are dedicated to helping you build and protect your wealth so you can pass it on from generation to generation.

Our Mission Statement

Our mission is to empower our clients to build and maintain wealth for multiple generations through strategic money management and sound estate planning.

Our Founder & President

Byron L. Studdard, CFP®

About Byron

Byron graduated from Jacksonville State University in 1991 and accepted a corporate position as a Territory Manager in Tampa, Fla. The following year, Byron’s mother lost her battle with cancer. His company was able to arrange a transfer back to his hometown of Huntsville, AL so Byron could be there to help out his family. It was during this time, as he was helping his family settle his mother’s estate that he realized just how much his family could have benefited by having a comprehensive financial and estate plan.

The following year, with his family obligations complete, his company transferred him to Memphis, TN. Byron had already decided to dedicate his life to helping others build wealth and pass it to future generations. He began his career at IDS Financial Services, which later would become known as American Express Financial Advisors. In 1996, Mr. Studdard received the President’s Recognition for Quality of Advice Award for his outstanding planning and recommendations made to clients. In 1997, Byron earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation by completing a comprehensive course of study culminating in a 10 hour, two day final exam.

During his time at American Express, he held various training and management positions responsible for teaching new advisors the art of financial planning. After leaving American Express, he was named Regional Vice President for The Legend Group, a division of Waddell & Reed. In 2003, Byron formed Studdard Financial in Germantown, TN to help clients build wealth, protect it, and pass it on to future generations. In 2007, Studdard Financial opened an office in Sarasota, FL to serve its growing Florida client base and became a Registered Investment Adviser in 2012.

Mr. Studdard has been listed in the “Guide to America’s Best Financial Planners” published by Consumers’ Research Council of America, an independent research company. He has also been named, “The Best of the Best” and “The Top 1% in Their Field” by America’s Top Advisors. In addition to his duties as Portfolio Manager, he has also contributed articles for ABC News.

Recent Posts

  • An Open Letter To My Clients
  • Should You Collect Social Security at Age 62?
  • 5 Car-Buying Traps and How to Avoid Them

Our Locations

Main Office
1990 Main Street, Suite 750
Sarasota, FL 34236
*By Appointment Only

Principle Office:
5250 Hyland Hills Ave., #1512
Sarasota, FL 34241

Get In Touch

Sarasota, FL: 941.228.1016
Germantown, TN: 901.355.4713
Toll Free: 800.989.3806
byron@studdardfinancial.com

Site Disclaimer Info

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

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