Financial planning in St. Petersburg, built around the life behind the numbers.

No. AimWell works with clients throughout Florida and across the country. Meetings are available virtually or in person at our St. Petersburg and Tampa offices, allowing clients to choose the experience that works best for them.

Yes. Some clients prefer the convenience of virtual meetings, while others prefer meeting in person at one of our Tampa Bay offices. We are comfortable working either way and can adjust the meeting format as circumstances change.

AimWell provides comprehensive financial planning and investment management, including retirement planning, tax planning, estate and legacy planning, behavioral finance, and financial planning for business owners.

AimWell combines comprehensive financial planning and investment management with the personal attention of an independent, fee-only fiduciary firm. Our team considers how decisions involving retirement, investments, taxes, estate and legacy planning, behavioral finance, and business ownership affect one another rather than addressing each area separately.

AimWell is also deeply connected to the St. Petersburg community through financial education, board and committee service, local business organizations, nonprofit involvement, and support for first responders. Clients receive coordinated advice, support through implementation, and an ongoing relationship with a team that understands both the details of their financial life and the community AimWell calls home.

Meetings are available by appointment. You can schedule a complimentary consultation online, call the AimWell team, or reach out through the contact form. When scheduling, simply choose the St. Petersburg office as your preferred meeting location.

AimWell is actively involved in the community through financial education, board and committee service, professional organizations, local business initiatives, nonprofit fundraising, and sponsorships. Our involvement includes work supporting first responders, women in business, children and education, health and wellness, and the broader St. Petersburg business and nonprofit community.

AimWell may be a fit if you value a personal, ongoing advisory relationship and want your financial decisions connected to your broader life. Specific fit is best determined through a conversation rather than a public checklist.

No. AimWell works across a range of life stages, whether you’re approaching retirement, navigating major transitions, managing significant financial complexity, or connecting business and personal financial decisions.