Boutique by design.
We combine deep technical expertise with the attention that comes from genuinely knowing the people we work with.
That means understanding what is happening beyond the portfolio, bringing in the right expertise when needed, and staying involved as life changes.
Tampa is home to many financial firms. AimWell is intentionally built to offer something different: comprehensive expertise, a personal relationship, and a team that stays close to the details. Clients can meet with us at our West Kennedy Boulevard office or virtually, depending on what works best for them.
Tampa office
4830 West Kennedy Blvd
Suite 600
Tampa, FL 33609
Phone: 727-335-1874
Hours: Monday–Friday, 8:30 AM–5:00 PM
By appointment only.
Questions about our Tampa office
Do I need to live in Tampa to work with AimWell?+
No. AimWell serves clients throughout Florida and across the country. Meetings are available virtually or in person at our Tampa and St. Petersburg offices, based on each client’s preferences.
Can I meet with AimWell virtually?+
Yes. Clients can meet with the AimWell team virtually or in person. Some prefer the convenience of virtual meetings, while others prefer meeting at one of our Tampa Bay offices. We’re comfortable working either way.
What services are available through the Tampa office?+
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.
How is AimWell different from other financial firms in Tampa?+
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.
Clients receive coordinated advice, support through implementation, and an ongoing relationship with a team that understands the details of their financial life. AimWell offers in-person meetings at our Tampa office as well as virtual meetings based on each client’s preferences.
How do I schedule a meeting at the Tampa office?+
Meetings are available by appointment. You can schedule a complimentary consultation online or contact the AimWell team by phone or through our website.
Start with the financial question that’s actually on your mind.
Tell us what’s on your mind. We’ll get to know what you’re looking for, explain how AimWell works, and determine together whether we’re a good fit.