ABOUT US

HD Money: Where Integrity Meets Expertise

Financial Advisors Specializing in Tax-Free Retirement Planning.
Serving the Sarasota and St. Petersburg, FL communities.

Founded in 2004, HD Money is a trusted presence in the financial services sector, operating from offices in Sarasota and St. Petersburg, FL. As a fee-based Registered Investment Advisor (RIA), our mission is to support our clients on their wealth management path with compassion and empowerment.

Integrity, stewardship, and compassion are the foundational pillars upon which our business is built. We specialize in serving retirees and individuals nearing retirement, offering tailored solutions in income and tax planning, social security planning, and strategic management of retirement assets. Whether our clients are transitioning from a 401(k), liquidating real estate for income, or seeking comprehensive financial guidance, HD Money is dedicated to their financial success.

At HD Money, sincerity is not just a value; it’s our most cherished quality. We pride ourselves on being efficient, imaginative, and trustworthy, providing up-to-date financial advice that our diverse clientele of retirees, C-level executives, entrepreneurs, and professionals in medical, engineering, and legal fields can rely on. Whether you’re a married couple, single, widowed, empty nester, parent, or grandparent, HD Money is here to ensure your financial future is secure and your legacy is preserved.

Testimonials

Our Locations

BUSINESS HOURS
Monday
9 AM - 5 PM
Tuesday
9 AM - 5 PM
Wednesday
9 AM - 5 PM
Thursday
9 AM - 5 PM
Friday
9 AM - 5 PM
BUSINESS HOURS
Monday
9 AM - 5 PM
Tuesday
9 AM - 5 PM
Wednesday
9 AM - 5 PM
Thursday
9 AM - 5 PM
Friday
9 AM - 5 PM

HD Money does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the HD Money website or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

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Your Financial Journey Begins Here

Explore Our New Website Today

We’re thrilled to unveil our brand new website, designed to offer you an even better experience as you navigate your financial journey. Explore our updated features and resources to discover how we can help you achieve your goals.

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