Providing personalized service, independent advice, and an unparalleled experience.
Our team has amassed more than 75 years of collective experience, yet we are all in the prime of our careers and young enough to serve as your lifelong advisors.
Our group sees itself as a family – and that is reflected in our interactions not only with one another, but with you. While one of us may take the lead on a client-advisor relationship, you will receive the benefit of each team member’s experience as we manage your financial affairs.
We are proud of and invested in our city of Vero Beach, but serve clients across the country. Our financial expertise, values and commitment to the long term truly have national appeal.
Investment Management
Active, adaptive portfolio management built around your goals and designed to navigate changing market conditions with discipline and focus.
Financial Planning
Our experienced team has helped many families and businesses navigate different, volatile market cycles. Your plan made Formidable.
By prioritizing tailored portfolio construction, Formidable Financial Services ensures investment success. Our independent platform guarantees that the client always comes first.
Achieving Your Financial Goals At Every Life Stage
At Formidable, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we’ll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you’re in.
