Deeply Rooted in Trust.

With a 98% client retention rate maintained over a quarter-century, the proof is in our actions. It reflects the enduring trust our clients place in us to guide and protect their wealth through all of life’s transitions. Trust isn’t just in our name – it defines how we operate.

We serve as a stable, conflict-free fiduciary for all clients. Florida Trust does not sell proprietary products or use incentive-based sales, ensuring we consistently act in your best interests.

Our team includes 7 Certified Public Accountants (CPAs), 9 CERTIFIED FINANCIAL PLANNER® practitioners (CFP® professionals), 8 Chartered Financial Analysts (CFAs), 6 Certified Trust and Fiduciary Advisors (CTFAs), and 5 attorneys (J.D.s), all bringing decades of specialized experience with the highest standard of fiduciary care.