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
Firstly, I’m thrilled to be with HD Money, and here’s why: Ever since my previous investor of 30 years passed away, finding someone to trust with my finances has been a huge concern. Now, I’m pleased to tell you we’re 100 percent invested in HD Money! Seeing your values in business, investing, as a person, and with family, my wife Marie and I knew this would be a perfect match.
My husband and I cannot say enough good things about the caliber of care, information, education, and great advice we received from HD Money. Awesome company with a very professional staff of down-to-earth relatable people. We have been with them for 3 yrs. and hope that it will be a very long and beneficial relationship.
I was with another wealth management company for 20 years – it was nothing like working with Margaret and the staff-It has been a pleasure working with HD Money- they are so approachable, knowledgeable, and professional! I only wish I had moved sooner!
A friend recommended this firm to me. HD Money was so helpful, prompt and super easy to work with. I had very little knowledge of what I was looking for, and they explained the different options and opportunities for me. I had a great time dealing with them since they are really personable, honest, and easy to work with.
After moving my IRA to HD Money my gains outweighed the returns in the overall market. My portfolio has greatly improved with Stuart’s guidance. He makes you feel and treats you like family. I trust him completely.
Working with HD Money was great for me because I needed a comprehensive analysis of my finances, investment strategy, and debt management. They exceeded my expectations by locating and bringing in a second professional for my specific circumstance, all for a very fair charge.
I highly recommend HD Money for portfolio management. Their strategic and analytical thinking generates a lot of possibilities, whose benefits and risks they thoroughly explained. They genuinely listened and strived to completely comprehend our long-term goals, assisting us in developing a strategy to optimize our assets.