MDPresley Financial Services is an individually owned and operated financial and investment planning firm located in Punta Gorda, Florida, servicing clients through much of the United States. We provide professional and personalized financial planning and investment advice to a diverse set of clientele, including young professionals, individuals, affluent families, and retirees.
As an independent advisory firm, MDPresley Financial tailors our services to your set goals because we are not held to selling proprietary products. Additionally, we have access to some of the best institutional money managers within the industry, so you get the personalized attention of a small practice with the resources of a large firm.
Our Broker-Dealer, FSC Securities Corporation, is part of Advisor Group, one of the largest broker-dealer networks of independent advisors. They provide high-level services and technology systems to assist advisors in meeting the needs of their clients. FSC Securities also provide the following:
Our resources also extend to partnering with our custodian, Pershing LLC, a wholly-owned subsidiary of BNY Mellon. Pershing LLC is one of the largest clearing firms within the United States and ensures the security of a client’s custodial assets. Other benefits to the partnership with Pershing include generating tax reporting statements and trade execution; this allows for greater efficiency in managing and monitoring our client’s portfolio.Whether you are just starting into the accumulation stage of wealth, nearing retirement where you want to protect the wealth you’ve accumulated, or would like professional guidance as you work to distribute the wealth you have, we understand your needs and will create a blueprint to help achieve your goals. Our focus is to provide education, guidance, and understanding while navigating the path to success and confidence in retirement.