Invest with Experienced Guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.

Backed by the strength and resources of Raymond James, our advisors can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.


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Always placing the 'Client First' is a core value that is foundational in our firm's vision of being the premier alternative to Wall Street.

Click here to learn about our team and our individual backgrounds.

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More than 90% of working Americans are counting on Social Security to replace part of their current incomes when they retire.

Let us help maximize your Social Security benefits and enhance your overall retirement income plan. 

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Our Broker Dealer and Custodian is Raymond James Financial Services. 

We have the support of a large company which allows us to maintain our independence while providing the personalized service of a small firm.


 
 

What does it mean to be a SmartVestor Pro?

Daniel Gilmore is honored to be Dave Ramsey's SmartVestor Pro for the Sarasota and Bradenton Area. Dave Ramsey is a nationally syndicated radio talk show host, author and personal finance expert.

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

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 SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.