Destiny Wealth Partners, LLC, based out of Tavares, FL, is a reputable investment advisory firm that caters to a diverse clientele. With a total of 21 dedicated employees, including 11 experienced investment advisors, they provide comprehensive financial services and guidance to individuals seeking to maximize their wealth.
Known for their expertise in managing substantial assets, Destiny Wealth Partners, LLC boasts an impressive average of approximately $52,900,000 in assets under management per investment advisor. While this figure aligns with the industry average, the firm's exceptional track record and commitment to client success set them apart.
With over 770 individual clients entrusting them with their financial goals, Destiny Wealth Partners, LLC manages a staggering $805,805,000 in assets. The majority of these assets belong to high-net-worth individuals, while a smaller portion comprises 401K and individual accounts, which collectively represent less than 30% of their assets under management.
Destiny Wealth Partners, LLC distinguishes itself by offering a wide range of compensation structures, including a percentage of assets under management. This flexible approach ensures that their clients' interests are aligned with their own, promoting a mutually beneficial relationship.
Operating from five offices, the firm has established a strong local presence within the Tavares community. Its long-standing success can be attributed, in part, to the expertise and dedication of their seasoned advisors, including Audrey Ralicki, Morgan Hatfield, and Thomas Ruggie, who have been instrumental in shaping the firm's reputation.
With a 99% discretion over the assets they manage, Destiny Wealth Partners, LLC exemplifies a client-centric approach, providing tailored financial solutions and personalized investment strategies to help individuals navigate the complexities of the market and achieve their financial aspirations.