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Nelson Financial Planning in the Media

Our firm and its team members have appeared on a number of different broadcast and have earned numerous awards.  This page details some of the more recent media coverage of our firm.

Client Reviews

Want to know more about what the experience is like at Nelson Financial Planning. Check out what our clients say about us!


Media Coverage

Named Best Accountants in Winter Park
Nelson Financial Planning was identified as one of the Best Accountants in Winter Park according to expertise.com . For more information, read more here.

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Dollars & Sense” Podcast named to list of Top 25 Financial Podcasts

Dollars & Sense – Nelson Financial Planning podcast was selected as one of the Top 25 Financial Planning Podcasts on the web and called one of the podcasts “You must follow in 2020” according to Feedspot. For more information, visit our feature on the Feedspot’s Top 25 Financial Planning Podcast article.


AdvisoryHQ names Nelson Financial Planning to its 2021-2022 Ranking of Top Advisors

AdvisoryHQ names Nelson Financial Planning to its 2021-2022 Ranking of Top Financial Advisors in Orlando. In describing our firm, AdvisoryHQ comments that “with fee structure options, a fiduciary commitment, and expertise in the Florida retirement system, Nelson Financial Planning solidifies a 5-star rating as one of the top financial advisory firms in the Orlando area to consider partnering with this year.” Read more at AdvisoryHQ


GrowFL Announces 2018 Florida Companies to Watch Finalists
Nelson Financial Planning Among Second-Stage Businesses Competing to Earn Prestigious Honor

Nelson Financial Planning was among the first round of 2018 Florida Companies to Watch finalists recently announced by GrowFL. “We are truly humbled by this recognition and owe our success to the continued loyalty and support of our clients,” says Joel Garris, President and CEO of Nelson Financial Planning.

The awards event – now in its eighth year – honors 50 select second-stage companies from throughout the state for developing valuable products and services, creating quality jobs, enriching communities, and broadening new industries throughout Florida.

“We applaud these first round finalists who have shown how they stand out in their regions as innovative business leaders, going to the next level to grow their companies. They are true rock stars,” says Dr. Tom O’Neal, GrowFL Executive Director.

The Finalists represent a unique group of scalable, high-growth enterprises that are already located within Florida. Developed by the Edward Lowe Foundation, Florida Companies To Watch is a distinguished awards program specifically designed to seek out second-stage businesses from a wide range of industries representing all areas of the state, not just those in major metropolitan areas. In addition to evaluating past growth and projected success, applicant companies are judged according to their special strengths and impact in their markets, communities and within the state – thus deeming them “worth watching.”

For more information, visit https://growfl.com/or #FLCTW

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.