Ferrell Wealth Management is a private Investment Advisor, registered with the Securities and Exchange Commission (SEC) and the state of Florida. As an independent, predominantly fee-based firm, we have only our clients’ best interests in mind. Because we are not given incentives to represent one investment over another, we are completely objective in our analysis and ultimately the recommendations we make.
Ferrell Wealth Management was established in 1996 as an affiliated company to one of the largest privately owned CPA firms in Central Florida. Since of the CPA firms’ clients had wealth management needs beyond their scope of services, the decision was made to launch an investment advisory and financial planning firm.
Professionals of Ferrell Wealth Management are extremely involved in the Winter Park/Central Florida community and have an impeccable reputation based on integrity, unparalleled industry experience, and an extremely broad level of expertise. Client relationships are built and nurtured through regular contact, education and results.