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Connect with a Financial Advisor Who Will Treat You Like Family
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Let’s talk about your Goals.
5.0 from 20+ reviews
With over 20 years of business experience, Mike Garcia, AAMS®, provides personalized financial solutions to help you achieve your goals—whether it’s planning for retirement, managing investments, or planning your legacy.
Your Financial Journey
Your Wealth, Your Way
Not Just Another Advisor in a Suit
Most financial advisors talk about business planning from the safe distance of someone who’s never had to make payroll during a recession or navigate supply chain nightmares. I, on the other hand, bring the hard-earned wisdom of someone who’s actually built and managed successful businesses. I’ve been the person responsible for turning struggling locations around, building effective teams, and making the tough calls that determine whether a business thrives or merely survives.
For You and Your Family
You want a legacy that lasts. We help Tampa Bay families:
- Preserve wealth with tax-smart trusts & estate plans.
- Grow investments for children's futures.
- Optimize financial foundations - like one retired couple who saw "impressive results after Mike strategically optimized their accounts" Read their story
For Your Business and Legacy
(or Soon-to-Be)
Retirement brings new financial considerations. We help:
- Develop resilient income strategies for different market conditions
- Coordinate tax-smart withdrawals with your CPA
- Explore growth opportunities while managing risk
Learn how Tampa Bay retirees approach market volatility: Strategies for uncertain times
For Your Future and Comfort
Your business is the culmination of your hard work. We provide guidance to Tampa Bay entrepreneurs for:
- Succession planning tailored to your vision.
- Business valuation assessments.
- Collaborative strategies with your legal and tax advisors.
"We help business owners evaluate their transition options with clarity."
- Services
Tailored Financial Solutions for Every Stage of Life
Personalized Financial Solutions for Every Stage of Life
Your Financial Future
$ $ $
Investment Services
Grow with purpose
Retirement Planning
Peace of mind, built step by step.
Estate Planning
Plan your legacy, your way.
- Obstacles
Worried About Your Financial Future? You're Not Alone.
Mike Garcia helps address common concerns like:
Ready for a change? Let’s have a no-pressure conversation and start building the future you deserve.
- testimonials
Our Clients Say It Best
“Mike Garcia is a knowledgeable and trustworthy financial advisor. He is more like family to me. He has helped with my financial success for over a year now. I will use his services for many years to come.”
Ken Hammer
"Mike has been a game-changer for my financial life. When my fiancee and I first met with him, we had this complex mix of W2 income, business revenue, and 1099 work - all of which made tax planning a genuine headache. What impressed me most wasn't just Mike's expertise, but how he took the time to understand our specific situation and future goals."
William Hamilton
”Mike is fantastic! He is extremely knowledgeable and very informed. His commitment to give his clients up to date information and solutions is invaluable. We have been working with Mike for about 6 months and he is always available and ready to help. He explains information that is easy to understand and guides us in through our decision process. I highly recommend Mike for financial advice and support”
Lisa Gardner
"We have always been super hesitant to go see a financial advisor and trust them with our investments, Mike gives me the secure feeling that he will make sure we are always taken care of. Mike doesn’t treat you like just a number, he cares about you, your family and you a person as well."
Tina Wollerman
"I am now confident with my capital, I am young and still learning. But I know my savings are going to be taken care of."
Daniel Gomez
"We have been working with Michael for years. With his vast knowledge, he is helping my family and I plan for a great future. I highly recommend Michael Garcia and trust him with our financial decisions."
Maxim Savchuk
"Mike is a stand up guy! I have sent many of my clients over to him and he takes excellent care of them! He is on time, he is thorough and most important he is honest! He always answers the phone, and has such a positive mindset and attitude. I highly recommend him."
Jared Winsey
"Sandra has been a huge help! After 7 years with my recent company, I didn't want to just leave my money in their 401k, Sandra and her team were able to give me solid transitioning advise and invest the money for me! in addition to plans on future investments and setting up accounts for my kids futures!"
Ryan Thomas
"10/10 recommend Mike Garcia. He takes his time with his clients going over what is best for their future."
Carrlina Mitchell
- Partners
Working Alongside The Best In America For Your Future
Our strategic partnerships give you access to world-class tools, research, and planning
solutions — without sacrificing the personal, fiduciary care you deserve.
