Florida's Retirement Advisors Who Put You First — Always.
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.
Why Dustin Stanley Started This Firm — And Why It Still Matters
Most financial advisors got into this business to sell products. Dustin got into it because he watched people he cared about get overwhelmed — handed confusing plans by advisors who moved on once the paperwork was signed.
He founded Stanley Wealth & Retirement on a different premise: that every person deserves a real partner. Someone who explains why the plan works, not just what it is. Someone who's still picking up the phone five years later.
Today, with a team of specialists across five Florida locations, that vision is what drives everything we do.
“Success is measured by one thing: your peace of mind.”
Our Team
The Values That Drive Every Decision We Make
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We lead with humility and empathy. Before we recommend anything, we listen. Your goals drive the plan — not ours.
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Retirement is complicated enough. We translate the jargon, explain the strategy, and make sure you actually understand why your plan works.
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We advise candidly, even when it's not what someone wants to hear. Your best interest comes first, every single time.
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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.
What Makes Us Different
Our Planning-First Approach
We Do What's Right for You. Full Stop.
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.
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.
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.