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Financial Planning in Orlando, FL

The Right Investment & Tax Approach Makes all The Difference

With over 30 plus years experience, we know what works over time.

Investment Services in Orlando | Nelson Financial Planning

A Genuine Financial Plan For Your Life

We provide completely customized financial plans through our individual relationships with our clients.

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Contact Us

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.

Trusted Financial Planning in Orlando

A Genuine Financial Plan for Your Life

At Nelson Financial Planning, our investment planning professionals change lives through successful planning. We provide genuine financial plans that are personalized for your life. With over 30 years in business, we understand all of the investment options and the individual needs of our clients. Our retirement plans aren’t some cookie-cutter computer-generated reports like other investment firms. When it comes to planning the future, our financial advisors bring together your retirement, your investments, and your taxes to provide a clear direction for the rest of your life. We put you first and take the time to get to know you and your family. Our personal, one-on-one conversations on retirement advice between our clients and an investment advisor results in real solutions to building solid retirement savings and investments designed to grow. We offer these conversations with our financial advisors cost-free, so give us a call at (407) 629-6477, and let us help you build and improve your 401k savings, retirement income, reduce your taxes and increase your wealth for the future today!

Financial Planning and Investment Services

We proudly provide a wide range of financial and investment planning services to help you make the best retirement savings plan for your future. From comprehensive tax preparation to retirement planning and Florida Retirement System guidance, we offer the financial services you need to get the most out of your investments. Each experienced investment advisor provides the following services:

Our History and Philosophy

Started in 1984 by Jack Nelson as Nelson Investment Planning Services, today we remain one of the Orlando area’s only fully independent and family-owned and operated investment firms. We only recommend actively managed investments that we own personally. Our retirement income and investment approach is based on our 30 plus years of experience with what really works over time. Click here to learn more about our investment philosophy.

Nelson Financial Planning: Building a Genuine Financial Plan for Your Life

At Nelson Financial Planning, we bring personalized, intelligent financial, investment and estate planning services to each and every one of our clients. With over 30 years in business serving the Orlando, FL area, our professionals are highly-qualified and dedicated to helping you get the most out of your assets. To speak with a financial planner about a retirement consultation for free, call our office at (407) 629-6477 today!

Formerly Nelson Investment Planning Services (NIPS)

Nelson Financial Planning Inc. offers securities through Nelson Ivest Brokerage Services Inc., a member of FINRA and SIPC.


Additional information about FINRA membership may be obtained at www.finra.org or calling 301-590-6500

Additional information about SIPC membership may be obtained at www.sipc.org or calling 202-371-8300

  • Nelson Financial Planning
    Local Financial Planning Service in the Orlando Area
    423 Country Club Drive, Winter Park, FL 32789
Financial Advisors in Orlando. Nelson Financial Planning. ©2018 All Rights Reserved.