Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay is a financial planner in Tampa, FL. It serves working professionals and retirement-minded families in the Tampa Bay area with fee-based investment management, comprehensive financial planning, and estate planning. The firm operates as an independent advisory practice, acting as a fiduciary to provide personalized guidance aligned with personal, family, and business goals. It holds a 5.00 rating based on customer reviews.

The firm employs a team-based approach led by Founder and Managing Partner Robert Fenn Fenn, who serves as Chief Investment Officer. Fenn holds over 40 years of experience in the financial services industry, including roles as Executive Vice President of Investments at two major Florida banks and President and Chief Investment Officer of Florida Investment Advisors. He holds a Bachelor of Business Administration in Economics and a Master of Business Administration from the University of Georgia, along with a Certified Investment Management Analyst designation from The Wharton School. Managing Partner Robert Fenn Giles III, CFP®, brings more than 20 years of experience, having served as Vice President of Investments at Citi Wealth Management and contributed to mutual fund research at Raymond James Financial. Giles holds a Bachelor of Science with dual majors in economics and anthropology from St. Mary’s College of Maryland and is a CERTIFIED FINANCIAL PLANNER™.

The advisory team provides risk analysis, insurance services, and trust administration to protect assets and preserve wealth. Insurance offerings include life, disability, and long-term care policies, negotiated with multiple carriers to address estate planning and income replacement needs. Trust services are administered by The Private Trust Company, N.A., an affiliate of LPL Financial, which handles record keeping, accounting, and tax preparation while the advisors manage investments. The firm utilizes sophisticated modeling techniques to evaluate investment outcomes and mitigate risk, adjusting strategies as client needs evolve.

The firm is known for its positive rating from the customers who have reviewed it, reflecting the trust placed in its fiduciary, fee-based model. With more than 100 years of combined experience among its leadership, Wealth Advisors of Tampa Bay stands as a reliable partner for high-net-worth individuals seeking to navigate economic uncertainty and achieve their financial objectives.

Wealth Advisors of Tampa Bay combines deep institutional experience with a personalized fiduciary approach to help Tampa Bay residents secure their financial futures.

The firm is situated near Pointe Marina and Harbour Island, both about a tenth of a mile away, and close to the Harbour Island Athletic Club and Dick Greco Plaza, roughly a fifth of a mile distant.

BizScoreAI awards the business a Technical score of 86 out of 100, confirming the website is secure and easily readable by search engines. A Discoverability score of 75 out of 100 ensures AI crawlers can access every page, allowing potential clients to find the firm through AI recommendations.

Services:

• Comprehensive Wealth Management
• Direct Indexing
• Estate Planning & Wealth Transfer
• Investment Management
• Retirement Planning