Financial Advisors in The Villages, Florida

Located in one of the nation’s premier active adult communities, our office in The Villages is uniquely positioned to help retirees and pre-retirees make the most of their next chapter. From retirement income strategies to wealth preservation and legacy planning, our caring team is here to provide personalized support every step of the way. Stop in and meet with us — we’re ready to help you enjoy retirement with confidence.

2520 Burnsed Blvd.
The Villages, FL 32163

Call 352-385-7705
Financial Advisors in The Villages, Florida

Many of the retirees we meet in Central Florida arrived here from somewhere else.

What they are trying to understand is whether their income, investments, taxes and estate documents still fit together after the move.

We look at the household’s expected income across several years, and we coordinate the tax questions with your CPA.

What we review with clients in The Villages:

  • Where income will come from each year, including pensions, Social Security and portfolio withdrawals, as part of a retirement income plan
  • When to claim Social Security, looking at both spouses together
  • Required minimum distributions and the order of withdrawals, reviewed with your CPA
  • How the portfolio is managed relative to your income needs, time horizon and risk tolerance
  • Coordination with your CPA and estate attorney on the areas that belong to them
Start the Conversation
Retirement income planning in The Villages
Jorge A. Romero

Jorge A. Romero, CFP®

Managing Partner and Senior Wealth Advisor
Peyton Turner

Peyton Turner

Client Service Representative

Frequently Asked Questions

Where is your office in The Villages?

Our office is at 2520 Burnsed Blvd., The Villages, FL 32163. You can reach it at 352-385-7705.

Do I need to be retired to work with your Villages office?

No. We work with people who are already retired and with people who are still preparing for retirement.

Will you work with my CPA and estate attorney?

Yes, with your permission. Your CPA and attorney handle the tax and legal questions. We look at how those decisions fit your financial plan and coordinate with them.

One conversation. That’s all it takes to see how Destiny builds a retirement plan around the life you actually want. No pressure, no obligation — just clarity.

Begin the Conversation

Important Disclosure: Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment advisor. Destiny Wealth Partners also conducts business under the names Destiny Wealth, Ruggie Wealth Management, and Nichols Wealth Partners. This material is provided for informational and educational purposes only and is not intended as personalized investment, tax, legal, or accounting advice. Destiny Wealth Partners is neither a law firm nor an accounting firm. Please consult your own tax and legal professionals regarding your individual circumstances. Past performance is not indicative of future results. Additional important disclosures are available at destinywealth.com/disclosures.

Tavares, Florida

Tavares, Florida

Known as “America’s Seaplane City,” Tavares offers small-town charm and a strong sense of community — values we bring into every client relationship. Our Tavares office is dedicated to helping individuals and families pursue their retirement and wealth planning goals with personalized guidance and genuine care. Stop by and visit our friendly team — we’re always ready to help you plan for the future you deserve.
Winter Park, Florida

Winter Park, Florida

With its beautiful tree-lined streets, vibrant culture, and timeless charm, Winter Park is a community built on connection and excellence. Our Winter Park office reflects those same values by offering thoughtful retirement and wealth planning guidance tailored to your goals. We invite you to stop by and meet our warm, experienced team — we’re here to help you build a confident financial future.
Jacksonville, Florida

Jacksonville, Florida

Nestled in one of Florida’s most vibrant and growing cities, our Jacksonville office is proud to serve individuals and families throughout Northeast Florida. Whether you're preparing for retirement, building long-term wealth, or seeking trusted financial guidance, our experienced and welcoming team is here to help. Stop by and visit us — we’re committed to helping you navigate your financial future with confidence and care.
Boca Raton, Florida

Boca Raton, Florida

Known for its coastal beauty, sophistication, and thriving business community, Boca Raton is the perfect setting for thoughtful financial planning and long-term wealth management. Our Boca Raton team is passionate about helping clients prepare for retirement, protect their assets, and pursue lasting financial confidence. Stop by and visit us — our knowledgeable and caring professionals team; Nichols Wealth Partners are ready to help you every step of the way.

Your financial future deserves personalized attention. Let us show you what a true partnership looks like.

Schedule a Meeting