ALTERNATIVE INVESTMENT ADVISORS, LLC
SEC RegisteredPlan For Tomorrow
About the firm
Florida Financial Strategies is a comprehensive financial services firm committed to helping you improve your long-term financial success. Their mission is to help preserve the wealth and financial freedom for successful individuals, business owners, and professionals, empowering clients and their families by providing wealth building, preservation, and retirement strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, portfolio risk analysis, annuity stress testing, estate and legacy planning, insurance (term life and whole life), and retirement planning.
Who they serve
Successful individuals, business owners, and professionals, including those nearing retirement age, already retired, or just starting a career.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,349 | $251M |
| High Net Worth Individuals | 69 | $125M |
| Charitable Organizations | 6 | $10M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALTERNATIVE INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.