Outstanding service and would definitely recommend them, without any hesitation. I can't imagine a…read morehigher level of service, care and responsiveness is possible. I've been with Wilmarth PWM (Raymond James) since 2018 and would not even consider leaving. Cole has been my financial advisor for the past five years, and his insights and attention to detail are consistently top notch. I trust him. Highly recommended. (And during business hours you will never be connected to a voicemail--someone always picks up. Always!)

From the owner: The Financial Advisors at Wilmarth Private Wealth Management in Melbourne, Florida assist families…read morewith their financial goals. From retirement planning to saving for college, their team of experienced financial planners create personalized plans to manage wealth, investments, and financial futures. Understanding stock option plans, ERSA's, and monetizing businesses are just some of the financial planning skills brought to the table. Working closely with your CPA and estate attorney creates a trifecta of team members all working on your behalf.

I can't say enough great things about this team! From the very first conversation, it was clear…read morethey truly care about their clients' success, not just in business, but in life. They take the time to listen, understand your goals, and then give you clear, actionable strategies to get there. What I love most is their integrity and authenticity. In a world where it's hard to know who to trust, they stand out as people who genuinely have your back. Their financial advice is solid, their business insight is priceless, and their energy is uplifting. Every time I leave a meeting (virtual or in person), I feel more confident, more focused, and inspired to take the next step. So If you're looking for guidance that's both smart and heart-centered, I highly recommend them. You won't just get great consulting, you'll also gain partners who are truly invested in your growth.

From the owner: Ask Bree and Lisa for strategic financial planning that works. Index-based wealth building,…read moreretirement planning & business growth with energy and expertise. We believe clarity should come before commitment. That’s why every consultation is 100% complimentary.

If you need help getting approved with Medicaid. Rose is your lady…read more From the first meeting to the approval, Rose was very professional and answered all of my questions. Her guidance was a weight lifted off of my shoulders. Thank you Rose!

Rose Eddy is a Godsend. She made the Medicaid application process easy and somewhat stress free…read more Dealing with Government agencies is always stressful. Rose handles all the complications with ease.