Safe Harbor Fiduciary, LLC, a small investment advisory firm based out of Pensacola, FL, caters to a diverse clientele with over 270 individual clients and assets under management totaling more than $106,183,000. With three strategically located offices, Safe Harbor Fiduciary is well-positioned to serve its clients' needs effectively. The firm has established a solid reputation in managing employer 401Ks and individual assets, constituting roughly 50% of their portfolio. Their extensive experience in this space allows them to provide exceptional guidance and support to clients seeking to secure their financial future. Safe Harbor Fiduciary operates under a discretionary management structure, enabling them to make investment decisions on behalf of their clients without constant consultation. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and fixed fees to align with clients' unique needs. Comprising a total of four employees, Safe Harbor Fiduciary dedicates two professionals to provide comprehensive investment advisory services. On average, each investment advisor oversees approximately $53,090,000 in assets under management, in line with industry standards. Scott McCaghren and Howard Marshall, two highly experienced registered advisors, have been instrumental in establishing Safe Harbor Fiduciary's credibility and are recognized as the firm's longest-tenured professionals. Their expertise, combined with the firm's commitment to personalized service and sound financial strategies, make Safe Harbor Fiduciary a trusted partner for clients seeking reliable investment management and advisory solutions in the Pensacola area.

FSA Investment Group, LLC, a prominent local investment advisory firm headquartered in Pensacola, FL, serves a diverse clientele of over 40 individual clients. With assets under management totaling an impressive $508,546,000, FSA Investment Group excels at providing personalized financial solutions to meet their clients' unique needs. The firm's commitment to excellence is reflected in their four strategically located offices, ensuring convenient accessibility for their clients. In addition to their investment advisory services, FSA Investment Group also operates as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial well-being. FSA Investment Group's compensation structure is designed to align with their clients' success, incorporating various methods such as a percentage of assets under management and fixed fees. This approach ensures transparency and fosters a strong sense of trust between the firm and their valued clients. With a team of nine dedicated professionals, eight of whom specialize in investment advisory services, FSA Investment Group provides expert guidance and support. Each investment advisor manages an average of approximately $63,570,000 in assets under management, which stands in line with the industry average, demonstrating their competence and experience. At FSA Investment Group, continuity and experience are valued. The firm boasts a number of long-tenured advisors, including esteemed professionals such as Daniel Kopack, Nancy Lowrey, and Johnathan Hosman. Their wealth of knowledge and expertise further contributes to the firm's stellar reputation. In summary, FSA Investment Group, LLC is a trusted investment advisory firm based in Pensacola, FL, catering to a diverse range of clients. With their comprehensive services, experienced team, and substantial assets under management, they are well-equipped to help clients achieve their financial goals.

Armada Advisors, headquartered in Pensacola, FL, is a small investment advisory firm dedicated to providing expert financial guidance to clients. With a team of two highly skilled professionals, Armada Advisors offers a comprehensive range of investment advisory services. Their collective expertise has helped them establish a strong reputation in the industry. With an average of $67,720,000 in assets under management per investment advisor, Armada Advisors performs at a level consistent with the industry average. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Catering to a diverse clientele, Armada Advisors currently serves over 460 individual clients, managing assets totaling over $133,669,000. Notably, half of their assets under management originate from employer 401Ks or individuals, indicating their extensive experience and proficiency in this sector. Additionally, an impressive 88% of the assets they manage are discretionary, highlighting the trust clients place in their expertise. Operating from a single office in Pensacola, Armada Advisors is deeply rooted in the local community. Wesley Odom and Trevor Odom, two of the firm's longest tenured registered advisors, bring invaluable experience and knowledge to the table. Clients can rely on Armada Advisors for personalized, client-centric investment strategies tailored to their unique financial goals.