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Ranked on CNBC's FA 100 — Top Financial Advisory Firms in America

Financial Planning
That Works For You
— Not the Firm.

Certified Financial Group's fiduciary CFP® professionals have guided Central Florida families toward financial confidence since 1976. Independent. Certified. Focused exclusively on you.

Schedule Your Free Consultation Discover The Certified Difference

1976

Founded in
Central Florida

400+

Years Combined
CFP® Experience

Top 1%

CEFEX Certified
Nationally

Why Clients Choose CFG

The Certified Difference®

CNBC FA 100 — Top Firm in America

Certified Advisory Corp of CFG is nationally recognized on CNBC's FA 100, ranking among the top financial advisory firms in the United States for client guidance and excellence.

CEFEX Certified — Top 1% of Advisors

We hold CEFEX certification for fiduciary excellence in investment management and governance — a distinction earned by fewer than 1% of financial advisors in the country.

Fiduciary — Always, by Pledge

We are bound by a formal fiduciary pledge to act in your best interest, disclose all conflicts of interest, and never accept commissions or referral fees that could compromise our advice.

Independent Since 1976

As one of Central Florida's oldest independent planning firms, our loyalty belongs entirely to our clients — never to a parent company, fund family, or product manufacturer.

CFP® Professionals — Rigorous Standards

Our team holds the Certified Financial Planner® designation, meeting ongoing education and ethics requirements that far exceed what the average financial professional faces.

Fee-Based, Conflict-Free Advice

Our transparent fee-based model ensures you always understand how we're compensated — and that our recommendations are never shaped by hidden incentives or sales commissions.

What Sets Us Apart

Eight Reasons to Trust
Certified Financial Group

Working as an independent firm, our Certified Financial Planner® professionals are experienced, knowledgeable and focused on you. That's The Certified Difference!® — a commitment backed by nearly 50 years of serving Central Florida families.

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Fiduciary Commitment

Our investment advisory representatives are legally and ethically required to act in your best interest — always. No referral fees. No sales commissions.

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CFP® Certified Professionals Only

Every planner on our team holds the Certified Financial Planner® designation — one of the most rigorous credentials in financial services, earned by fewer than 70,000 professionals nationwide.

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CEFEX Certified — Top 1% Nationally

We hold CEFEX certification for fiduciary excellence in investment management and governance, a distinction held by fewer than 1% of advisors across the entire country.

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CNBC Top 100 Advisory Firm

Certified Advisory Corp of CFG has been named to CNBC's FA 100, recognizing the nation's top advisory firms that best help clients navigate their financial lives.

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Nearly 400 Years Combined Experience

Our CFP® team brings an unmatched depth of knowledge, with decades of hands-on experience spanning all areas of financial planning.

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Independent & Fee-Based

No proprietary products. No hidden sales quotas. Our fee-based model ensures every recommendation is aligned with your goals — and nothing else.

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Financial Education & Community

For nearly 30 years, our CFP® professionals have hosted "On the Money!" — Central Florida's most-listened-to financial call-in radio program on NEWS 107.3FM & 580AM WDBO — and we regularly offer in-office workshops.

Every Saturday 9–10am EST

What We Do

Financial Services For Every Stage

From individuals navigating retirement to employers designing benefit plans — our CFP® professionals deliver comprehensive, coordinated guidance across every dimension of your financial life.

For Individuals

Retirement
Planning

Get a clear, honest picture of where you stand financially and build a concrete roadmap to the retirement you've envisioned — tailored to your timeline, income needs, and life goals.

Discuss Your Retirement Plan
Retirement Planning for Couples
Comprehensive Financial Planning
Core Service

Comprehensive
Financial Planning

Financial planning is a process, not a product. Your CFP® professional coordinates every dimension of your financial life into a single, personalized plan — because no two clients are alike.

Start Your Financial Plan
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Investment Planning

A professionally managed, well-diversified investment strategy built to protect and grow what you've worked hard to build.

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Social Security Planning

Maximize the benefits you've spent a lifetime earning with informed claiming decisions that can meaningfully increase lifetime retirement income.

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Estate Planning

Coordinate your personal finance and legal affairs under one roof with on-site legal assistance integrated into your broader financial strategy.

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Employer-Sponsored Plans

Through Certified Benefits Corp, we design and manage retirement plans for corporations, non-profits, and government entities.

Our Story

Nearly 50 Years
of Unwavering
Client Focus

Certified Financial Group has been a cornerstone of financial planning in Central Florida since 1976. As one of the oldest and largest independent financial planning firms in the Orlando area, we have guided countless families through life's most consequential financial decisions — from building wealth during working years to protecting it through retirement and passing it on with intention.

What sets CFG apart is The Certified Difference®: our CFP® professionals bring nearly 400 years of combined experience, hold the rare CEFEX certification for fiduciary excellence, and have earned recognition on CNBC's FA 100 list of the nation's top advisory firms. Our fiduciary pledge is not a marketing phrase — it is a binding commitment to always act in your best interest.

We also believe that financial education is inseparable from financial planning. For nearly 30 years, our CFP® professionals have hosted "On the Money!" — Central Florida's most listened-to financial call-in radio program — and we regularly offer in-office workshops on retirement, tax planning, Social Security, and more.

Meet Our Team How We Work
Certified Financial Group professionals
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CNBC FA 100

Top Advisory Firm in America

1976

Est. in Central Florida

Getting Started

Your Path to Financial Confidence

1

Schedule a No-Obligation Visit

Start with a no-pressure meeting at our Altamonte Springs office. We listen, answer questions honestly, and explain exactly how we work — with no commitment required.

2

Comprehensive Financial Assessment

Your CFP® professional takes a full picture of your financial life — assets, liabilities, goals, risk tolerance, and time horizon — to understand precisely where you are.

3

Your Personalized Financial Plan

We build a comprehensive, written financial plan tailored to your unique circumstances, covering retirement, investments, Social Security, tax strategy, and estate planning.

4

Implementation & Investment Management

We put the plan into action — managing your investments with disciplined oversight and coordinating every aspect of your financial strategy.

5

Ongoing Review & Adaptation

Your financial life evolves, and so does your plan. We meet with you regularly to review progress, adapt to life changes, and ensure you remain on track.

Education & Events

Knowledge Is the
Foundation
of Good Planning

For nearly 30 years, our CFP® professionals have hosted "On the Money!" — Central Florida's most listened-to financial call-in radio program on NEWS 107.3FM & 580AM WDBO. Every Saturday from 9 to 10 a.m. EST.

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On the Money!

Central Florida's most listened-to financial call-in radio program. Listen live or catch replays on Saturdays and Sundays from 7–8 a.m. on NEWS 107.3FM & 580AM WDBO.

Register for a Workshop

Upcoming Workshops

21

Mar

Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages

1111 Douglas Ave, Altamonte Springs, FL 32714

4

Apr

How Tax Planning Changes through Four Stages of Retirement

1111 Douglas Ave, Altamonte Springs, FL 32714

9

May

Will Your Savings Last a Lifetime?

1111 Douglas Ave, Altamonte Springs, FL 32714

30

May

Savvy Social Security Planning for Couples

1111 Douglas Ave, Altamonte Springs, FL 32714

Common Questions

Answers You Deserve

A fiduciary is legally required to act in your best interest at all times — not their firm's. Unlike a stockbroker who works for the firm, our investment advisory representatives must disclose any conflicts of interest and cannot accept commissions or referral fees based on what they recommend to you.

The Certified Financial Planner® designation is among the most rigorous in the industry. Candidates must pass an exam with less than a 65% pass rate, complete at least three years of hands-on experience, hold a bachelor's degree, and pass a thorough background check. Only approximately 70,000 professionals nationwide have earned it.

CEFEX (Centre for Fiduciary Excellence) certification is awarded to firms that meet the highest standards of fiduciary excellence in investment management, governance, and operational processes. It's a distinction held by fewer than 1% of advisors nationally — and CFG holds it.

We provide financial planning services for a fee. We do not accept referral fees or compensation contingent on the purchase or sale of any financial product, which means our advice is never influenced by sales incentives.

Yes. We host regular financial planning workshops at our Altamonte Springs office on topics like retirement income, tax planning through retirement stages, Social Security optimization, and long-term care. Our CFP® professionals also host "On the Money!" live every Saturday on NEWS 107.3FM & 580AM WDBO.

Yes. Through Certified Benefits Corp, we design and manage retirement plans for corporations, non-profit organizations, and government entities — offering the combined expertise of an SEC Registered Investment Advisor and a full-service Third Party Administrator and Recordkeeper.

Our offices are located at 1111 Douglas Ave, Altamonte Springs, FL 32714, in the greater Orlando area. The first step is simply scheduling a no-obligation consultation — reach out and we'll set aside time to understand your financial situation and explain how we can help.

CFG Office

Take the First Step

Your Financial Future
Deserves a Fiduciary

Schedule a no-obligation consultation with a Certified Financial Planner® professional. No pressure, no sales pitch — just honest guidance from an advisor who is legally and ethically required to put your interests first.

Schedule Your Free Consultation Get Directions

Address

1111 Douglas Ave
Altamonte Springs, FL 32714

Email

plan@financialgroup.com

Radio Show

On the Money!
Saturdays 9–10am EST