Studdard Financial, LLC is a registered investment adviser (RIA) based in Sarasota, Florida. Founded by Byron L. Studdard, the firm offers comprehensive financial planning and investment management services. These include estate planning, retirement planning, portfolio diversification, and management, with the goal of helping clients build and safeguard their wealth for future generations. Established on January 19, 2012, with headquarters at 8350 Bee Ridge Rd, #357, Sarasota, FL, Studdard Financial expanded to Florida after initially operating in Germantown, TN. As an RIA, it adheres to a strict code of ethics and operates under the compensation disclosure requirements mandated by its status.
Studdard Financial is dedicated to empowering clients through strategic money management and sound estate planning. Byron L. Studdard leveraged his experiences working at IDS Financial Services (now American Express Financial Advisors) and The Legend Group to found a company focused on comprehensive wealth development for multiple generations. A pivotal moment in Byron's career was his realization of the benefits of financial planning while settling his mother's estate, which influenced his commitment to aiding others in similar efforts.
The firm prides itself on being a fee-only advisor, ensuring unbiased advice and personalized service tailored to each client’s unique goals. With contact numbers including (800) 989-3806 and regional lines for Sarasota at (941) 228-1016 as well as Memphis at (901) 355-4713, the company maintains transparency and accessibility. Studdard Financial holds its operations in line with high standards of integrity and client-focused service, backed by professional experience and ethical governance.
KEY FACTS ABOUT STUDDARD FINANCIAL LLC
-
US Businesses
-
Companies in Florida
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Sarasota County Companies
- Company name
- STUDDARD FINANCIAL LLC
- Status
- Active
- Filed Number
- L12000009178
- FEI Number
- 45-4304174
- Date of Incorporation
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January 19, 2012
Age - 14 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://studdardfinancial.com
- Phones
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(800) 989-3806
(941) 228-1016
(901) 355-4713
(941) 227-4743
STUDDARD FINANCIAL LLC NEAR ME
- Principal Address
- 8350 Bee Ridge Rd,
#357,
SARASOTA,
FL,
34241,
US
See Also