Financial Advisor Near Me? Providing Trusted Guidance in Tampa and Beyond

Searching for a ‘financial advisor near me’ in Tampa, Wesley Chapel, Lutz, Lakeland, or Ocala? Mike Garcia Financial delivers practical, client-focused financial advice tailored to your unique needs. Whether you’re planning for retirement, growing your wealth, or protecting your business, our local expertise and real-world experience set us apart.

Why Choose a Local Financial Advisor Near You?

Working with a financial advisor close to you means you get personalized service from someone who understands your community and your goals. Mike Garcia brings hands-on business experience and a commitment to helping individuals, families, and business owners make confident financial decisions.

Wealth Management That Grows With You

  • Effective wealth management is more than just investing—it’s about building a strategy that adapts to your life. We help you grow, protect, and transfer your wealth with confidence.

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Retirement Planning for a Plan Your Future

  • Retirement planning should give you peace of mind. We design custom plans that help you retire comfortably, with strategies to maximize your income and minimize risk.

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Business Planning for Owners and Entrepreneurs

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Tax Strategies That Work for You

  • Tax efficiency isn’t just about saving money—it’s about aligning your financial goals with strategies that grow your wealth while reducing your tax burden.

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  • Why choose us

Why Tampa Chooses Mike Garcia Financial?

Local Expertise

We serve Tampa, Wesley Chapel, Lutz, Lakeland, and Ocala with hyper-relevant advice.

Proven Track Record

Mike has successfully turned around struggling businesses—bringing that same discipline to your finances.

No Cookie-Cutter Plans

Every strategy is bespoke, reflecting your values, risk tolerance, and goals.

We believe in providing advice you can trust. For more on what to look for in a financial advisor, visit nerdwallet.com.

Getting Started

1

Book Consultation

Share your goals in a free 30-minute call.

2

Customized Plan

We create a custom strategy for your needs.

3

We Do The Rest

Choose the options that work best for you.

Let’s Talk About Your Goals

Partner with a local financial advisor who prioritizes your success. Schedule a consultation today to begin building your personalized financial plan.

Schedule a Call With Us

Connect With A Financial Planner You Can Trust...

It’s fast, it’s simple, and there’s no obligation. Take the first step toward building a plan to help you meet your financial goals.

See Your Financial Health

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Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneFlorida Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor. OneFlorida Financial Group may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, OneFlorida Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency. Client testimonials are the personal views of a select group of OneFlorida Financial Group clients. These clients do not have a financial interest in OneFlorida Financial Group and were not paid to express these views and have no other interest in or relationship with OneFlorida Financial Group other than a client relationship. These opinions are not necessarily indicative of future performance or results and may not reflect the experience of all clients. Upon clicking third-party external links, you will access content that is not controlled, reviewed or approved by, and is not the responsibility of, the entities and individuals who provided the content you are leaving. Access OneAmerica Securities Form CRS.

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