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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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Our Services

As a registered investment adviser (RIA), we offer a wide variety of financial planning and investment management services. We’re dedicated to understanding your personal and financial goals to help you meet your unique investment needs—no matter your needs!

Estate Planning

Your estate is made up of everything you own—your home car, accounts, investments, life insurance, car, furniture, personal possessions and everything in-between. To ensure your wishes are properly carried out when you die, you need to provide instructions stating whom you want to give your belongings to, what you want them to receive and exactly when they are to receive it. Keep in mind: your goal should be to make this happen with the least amount paid in taxes, legal fees and court costs. You don’t want taxes or inexperienced heirs to devastate your life savings!

  • Maintain control of your property & assets
  • Provide instructions: give what you want, to who you want, when you want
  • Protect from changes in the law that affect the taxation & protection of your assets
  • Keep loved ones safe from unnecessary court costs, professional fees & taxes

Retirement Planning

Did you know: according to the U.S. Department of Health and Human Services, only 4 out of 100 people turning 65 today are financially stable? Don’t spend the rest of your life working or counting pennies! We can help you plan for a financially secure retirement by reviewing your current income to help you increase future income. You want to retire and live your golden years as comfortable as possible, right?

  • Plan for a financially secure retirement
  • Protect & grow your retirement assets
  • A simplified financial life
  • Significantly reduce the potential for loss

Portfolio Diversification & Management

In today’s tough market, we can help protect your investments by diversifying your portfolio by reducing your financial risk through investment allocation amongst various financial instruments and industries. Diversification can maximize your returns as you invest in different areas that would potentially react differently to the same event. This can help you minimize risk so you can reach long-term financial goals and never go back to work again!

  • Manage your overall investment risk

Our Legal Obligation

By law, we are required to ensure that each investment recommendation is in your best interest and to inform you if any conflict of interests should arise. For more than 10 years, we’ve been helping people retire with more income than they ever thought was possible and will do our best to get you the same results.

Compensation

As a fee-based fiduciary, we don’t get paid on commission, but only if you’re happy with our services—we profit as you profit and make less money if your accounts lose value. Growing your personal financial portfolio is what grows us as a business and that’s why we put you first.

Call today for your FREE review of your financial and estate plan!

941.228.1016

For more information about estate planning or tax preparation, please consult your accountant and/or attorney as Studdard Financial does not give tax or legal advice.

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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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