A matching service built for Tampa Bay

Who we are

Who is Tampa Wealth Pro?

Tampa Wealth Pro connects Tampa Bay residents with experienced, independently licensed financial planners. We're a referral and matching service, not an advisory firm. We don't manage money, sell products, or give investment advice. Our job is the introduction: understanding what you're trying to solve and matching you with a planner suited to it.

Tampa Bay has a specific mix of financial planning needs. A large retiree and pre-retiree population is working through Social Security timing and retirement income. A fast-growing base of new Florida residents is sorting out what the move actually changes about their plan, beyond just the tax savings. A big self-employed and small-business population needs help choosing between a SEP-IRA, a SIMPLE IRA, and a Solo 401k. Young families in the growth corridors are starting college funds. We built this network to make the first step, finding a planner you can trust, less of a guessing game.

So we kept the model simple. Free matching. Fee structure explained before you ever meet. Every planner checked for proper licensing and standing before we refer them. No pressure to continue if the fit isn't right. That's the whole idea, and it's why Tampa Bay families keep coming back to us for the introduction.