About Us
Florida Wealth Advisors is a financial advisory firm, with our energy focused on comprehensive financial planning and investment advisory services. As you follow this page down, you will better understand who our typical clients are and what makes us differerent.
Our success is achieved by following a deliberate process to determine what you want to have happen. Our role is to help you first define and then achieve your goals.
What We Do...
We start the process by working to understand your life, your principals, your values, goals and dreams. We have to understand who you are and the outcome you are looking for.
Once we have a clear portrait of who you are, where you are, and where you want to go, we begin to develop a financial plan designed to serve and address your goals and objectives. We provide the strategies, tactics and tools to get you there.
Our Wealth Management and Advisory Services include:
- Helping you grow and manage your various investment portfolios
- Helping you transfer your assets to the next generation cost effectively and tax efficiently (estate planning)
- Tax planning of all descriptions
- Business succession planning and the sale of a family business
- Insurance concerns to include life and health insurance
- Helping you manage the ever increasing cost of healthcare
- Helping you with the disposition of lifetime collections (many clients have been "collecting" for years and are uncertain about how to best transfer the value or substance to their heirs.)
- Divorce, inheritance, the death of a loved one, or simply one of the many curve balls that life throws at us from time to time
We charge a fee for what we do. We offer three levels of service that are described in our brochure, which can be found by clicking here.
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Why We Do What We Do...
What drives our strategy?
What are our core beliefs?
What makes us different?
- Integrity and a commitment to excellence are at the core of our culture. It's what generates our competitive advantage. Our decisions are driven by loyalty to our clients and an understanding that long-term success will be enhanced by always putting our clients interests first.
- An outgrowth of our value system is our disciplined financial planning process. We also have a commitment to intellectual honesty and staying within our circle of competency. We believe our clients long-term goals and objectives are best served by careful research and not the pursuit of temporarily popular and superficially appealing strategies.
- Our obsession to be the best possible advisors has led us to think outside the box. We consider ourselves as being on the leading edge as our industry evolves. We strive to be creative in our thinking and this has allowed us to deliver to our clients what we believe to be superior financial planning strategies and solutions.
- Our commitment to our clients includes a focus on the quality of the relationship we have with our clients. We believe strong client relationships result from serving our clients exceptionally well. As life moves forward, each team member at Florida Wealth Advisors is sensitive to the idea that you, the client, must be comfortable with us. You will be counting on us to partner with you in all phases of the advisory process.
You must ask yourself these questions: "Can I work with this advisor? Would I enjoy our meetings and other interactions? Do I get the feeling that this advisor will work in my best interest and help me reach my goals?" You should know we ask the same questions of ourselves as we interact with you.
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Who We Do This For...
Our typical clients are:
Individuals retired or planning to retire
- Facing the transition from earned income to portfolio income
- Concerned about how best to leave their estate to family members
- Legal issues surrounding surviving parents
- Adjusting to the high cost of health care and assisted living
Family business owners including medical professionals
- Establishing the value of their practice or business
- Structuring the transfer of the practice or business
- New physician/dentist buy-in and buy-out
- Compensation strategies
- Tax planning
- Asset protection strategies
Rural landowners
- Comprehensive estate planning strategies and solutions
- Tax planning
- Alternative ownership structures
- Property value assessments
High net worth individuals
- Investment and tax planning
- Account aggregation technologies
- Comprehensive estate planning
- Retirement planning and strategies
- Special situation planning
- Various life event planning situations
Professional athletes
- Supplemental and independent review of legal and financial arrangements
- Wealth advisory services
- Portfolio management
- Tax planning
- Asset Protection strategies
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What Makes Us Different?
Florida Wealth Advisors is different in four key areas:
- Our greatest value is the ability to help our clients find clarity and as a result, are able to articulate and actualize their passions and priorities in life. Until we understand what is important to you, we cannot move forward.
- Among the team members, there is over 120 years of experience in the financial services and legal arena. We understand the issues and challenges that individuals and small business owners face every day. It's more than just having the right answers; it's about asking the right questions.
- Another significant difference of our practice is the measure of our client's success. This is a function of what might be described as the "Return on Life". It's not always about having enough money but have you lived your life as you would like.
- Lastly, we are a small firm by design. To keep our lives in balance and to properly service the clients we have, we have decided to limit the number of clients. This may mean we will give some of our clients and future clients the opportunity to say NO to our central value propositions.
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Who We Are...
Richard A. (Tony) Kendzior, CLU, ChFC is a Chartered Life Underwriter and Chartered Financial Consultant. He is also an Investment Advisor representative with Kendzior Financial Group, Inc., a Registered Investment Adviser firm. Kendzior Financial Group, Inc. is also an owner of Florida Wealth Advisors, LLC. Tony's focus is comprehensive financial planning, insurance issues, and investment advisory services.
Alan M. Hagopian, CFP®, EA is a Certified Financial Planner and Enrolled Agent with the Internal Revenue Service. Additionally, he is a Registered Representative of and offers securities through a strategic partnership with...
- Mutual Service Corporation (MSC)
- Pershing, LLC
William F. (Bill) McDavid, CPA, CVA is a Certified Public Accountant and Certified Valuation Analyst. He is also owner and president of McDavid & Co., Certified Public Accountants. McDavid and Co. is also a Registered Investment Adviser firm. Bill's expertise includes tax planning, valuation analysis, business succession planning, and investment advisory services.
Gary N. Holthus, Esq. is an attorney, a member of the Florida Bar, the New York Bar and the Washington, D.C Bar. He is Board Certified in Marital and Family Law. His practice includes the general practice of law, marital and family law, sports law and law associated with wills, trusts, and estates.