At Camarda Wealth, we welcome residents of The Villages to experience a collaborative, fiduciary approach to managing their financial lives. Our work centers on providing guidance that considers your entire financial landscape—whether you’re preparing for retirement, organizing your estate, navigating investment decisions, or seeking strategies to help manage tax exposure.
Our team consists of Certified Financial Planner™ professionals and advisors with advanced academic backgrounds, all dedicated to ongoing education and attentive portfolio oversight. We refer to our approach as Total Wealth Care™—a process that considers the interconnected aspects of your finances and aims to support your goals over the long term.
Camarda Wealth operates under a fee-only fiduciary model. Our compensation comes solely from our clients, and our fees are explained at the outset. We do not accept commissions or outside incentives, which allows us to focus on providing guidance that is designed to serve your best interests.
The Role of a Fiduciary Advisor in The Villages
Working with a fiduciary means your interests are always the focus. Our fixed-fee structure is designed to help avoid conflicts of interest that may arise from commission-based models. We do not receive third-party payments, and our only compensation comes directly from you. This allows us to provide recommendations that reflect your specific situation and objectives.
Our Certified Financial Planner™ professionals serving The Villages adhere to rigorous ethical and fiduciary standards. We strive to be transparent in every aspect of our relationship, from our process to our pricing.
Your Experience with Camarda Wealth in The Villages
Clients in The Villages can expect a relationship built on trust, open communication, and ongoing education. We believe that financial planning is most effective when it’s collaborative and tailored to your life circumstances. In The Villages, our Total Wealth Care™ process is designed to help you address the multiple facets of your finances and adapt as your needs evolve.
How We Structure Our Fees
Camarda Wealth’s fees are based on the assets we manage for you, using a fixed-fee model. This approach is intended to offer predictability and transparency, with no hidden costs. Our fee-only structure encompasses a broad range of ongoing planning and advisory services, such as retirement income planning, estate coordination, tax strategies, and risk management.
A Comprehensive Approach to Financial Planning in The Villages
Here’s what you can expect when working with us:
- Client-Paid Compensation: Our fees are paid exclusively by our clients, helping us align our recommendations with your needs.
- Integrated Services: We offer investment oversight, retirement planning, estate and trust coordination, asset protection, and business guidance, all designed with Florida residents in mind.
- Experienced Professionals: Our team includes Certified Financial Planner™ practitioners and advisors with advanced degrees, including leadership with a doctorate in financial and retirement planning.
- Clear Communication: We are committed to keeping you fully informed about our services and fees.
- Industry Recognition: Camarda Wealth has appeared in rankings and articles from independent financial publications. These recognitions were not paid endorsements and should not be considered as such.
Industry Recognition and Media Mentions
Camarda Wealth has appeared in independent rankings and articles from organizations such as Forbes Media LLC and Shook Research LLC (April 3, 2024), Barron’s (March 14, 2020), and Financial Advisor Magazine (July 13, 2023). We have also been featured in the Wall Street Journal. These distinctions were determined independently, and Camarda Wealth did not pay for these rankings. For more details, visit our awards and recognition page.
Services for The Villages Community
We offer a full spectrum of services to meet the needs of The Villages residents:
Investment Oversight: Portfolios are designed and monitored to reflect your unique goals and tolerance for risk.
Retirement Income Solutions: We help you plan for steady income in retirement, assist with rollovers, and provide guidance on pension benefits, always considering Florida’s tax environment.
Personal Financial Planning: Our advisors can help with budgeting, cash flow, and debt management, tailored to your long-term vision.
Estate and Trust Collaboration: We help coordinate estate plans and trusts to support legacy goals, working closely with Board-Certified tax and estate attorneys for legal documentation.
Asset Protection Strategies: Our team develops approaches to help shield your assets from potential risks, leveraging Florida’s legal environment.
Tax Guidance: We provide in-house tax planning and preparation to help manage your tax exposure.
Business Owner Support: For entrepreneurs in The Villages, we offer guidance on business succession, liquidity events, and strategies to help support long-term value.
Coordinated Wealth Management: Our integrated approach aims to help you build, protect, and transfer wealth with greater confidence.
Let’s Start the Conversation—Discovery Call for The Villages Residents
Residents of The Villages are encouraged to schedule a complimentary, no-pressure discovery call with a registered investment advisor representative. This conversation is an opportunity to discuss your financial aspirations, learn about our fiduciary process, and determine if our approach is right for you—without any obligation.
Connect with a Certified Financial Planner™ in The Villages
Choosing Camarda Wealth means working with a team of fee-only fiduciaries who are dedicated to supporting your financial goals. Our transparent fee structure is designed to provide clarity and help minimize potential conflicts of interest.
Reach out today to schedule a conversation with a Certified Financial Planner™ serving The Villages, FL, and take the next step in your financial journey.
Camarda Wealth Overview:
- Location: 4371 Hwy 17 #201, Fleming Island, FL 32003
- Contact Number: (904) 278-1177
Nearby Areas We Serve
Our Services
Financial Planning | Wealth Management | Estate Planning | Tax Reduction