Florida Retirement Planning

Built Around You.

Serving clients in Sarasota, Fort Myers, Naples, Windermere & Winter Park.

Comprehensive retirement planning and investment advisory services designed to help you make informed financial decisions based on your goals and priorities.

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Our Why

Dustin got into this business because he watched people he cared about feel overwhelmed by their financial decisions, and he believed they deserved ongoing support, not just a one-time plan.

He founded Stanley Wealth & Retirement on a simple premise: that every person deserves a real partner. Someone who explains why the plan is recommended, not just what it is. Someone who’s still picking up the phone five years later.

Work With Dustin

“Success is measured by one thing: your peace of mind.”

Our Team

The Stanley Advisors
Stanley Operations Team
Stanley Estate & Legal Team

The Values That Drive Every Decision We Make

  • We lead with humility and empathy. Before we recommend anything, we listen. Your goals drive the plan — not ours.

  • Retirement is complicated enough. We translate the jargon, explain the strategy, and make sure you actually understand why your plan is recommended.

  • We advise candidly, even when it's not what someone wants to hear. Your best interest comes first, every single time.

  • Retirement is about more than money — it's about living fully. From our client events to one-on-one check-ins, we help you find community and stay connected to what matters.

Get Started
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What Makes Us Different
Our Planning-First Approach

We Do What's Right for You. Full Stop.

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1. Planning Comes First

Every recommendation begins with understanding your goals, financial situation, and long-term objectives. We believe a thoughtful financial plan provides the foundation for informed decision-making.

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2. Personalized Guidance

No two retirements are alike. We take the time to understand your unique circumstances and develop strategies tailored to your individual needs, priorities, and objectives.

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3.Investment Advice Under a Fiduciary Standard

When providing investment advisory services through our Registered Investment Adviser, our investment advice is delivered under a fiduciary standard, meaning we have a legal obligation to act in our clients' best interests.

Ready to Evolve Your Financial Strategy?

Complete the quick form below, and let’s reimagine what’s possible for your portfolio—together.