CERTIFIED ADVISORY CORP
SEC RegisteredThe Certified Difference!®
About the firm
Certified Financial Group, Inc. is one of the oldest and largest independent financial planning firms in Central Florida, with roots dating back to 1976. Through its affiliated Registered Investment Advisor, Certified Advisory Corp, its CFP® professionals have delivered financial planning services to countless families across the country, with nearly 400 years of combined experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, financial planning, investment planning, Social Security planning, estate planning, and employer-sponsored retirement plan design and management through Certified Benefits Corp.
Who they serve
Individuals and families seeking financial planning, as well as employers including corporations, not-for-profits, and government entities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,475 | $451M |
| High Net Worth Individuals | 1,001 | $2.1B |
| Charitable Organizations | 63 | $485M |
| State/Municipal Entities | 6 | — |
61 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERTIFIED ADVISORY CORP 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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