Boutique Financial Planning Firm | Florida
We specialize in fostering long-term advisory relationships with business owners which transcend the narrow scope of traditional financial planning services.
Taylor Hodges, Founder & CEO
Our boutique, family-operated firm is able to provide superior personalized service to each business owner we serve. We create completely customized plans that large financial institutions are unable or unwilling to offer. Once implemented, our strategies are periodically reviewed and adapted as needed to suit the constantly evolving business environment.
As an independent firm, we represent and serve our clients, not a parent company. We utilize a fee-based pay structure for our services rather than a commission-based structure. These important distinctions mean that we focus solely on meeting the goals of our clients, rather than, selling a particular product or provider.
We specialize in creating exit planning strategies alongside business owners to protect their family’s quality of life through the sale of their business and beyond. We work with a team of carefully selected experts to design a customized and clear road map.
Southern Capital offers macro advisory services, which we believe are the foundation to building truly comprehensive financial plans. Business owners often come to us with an existing network of individual micro advisors. This may include anyone from real estate agents to legal consultants. However, there is often little to no ongoing communication taking place between these individual specialists. This can result in a fragmented and potentially less efficient financial plan.
We have created a solution to this problem by assuming the role of macro advisor on behalf of our clients. For those in need of recommendations, we are more than happy to introduce a member of our strategic partner network. We then manage all micro advisors, organize and disseminate information as needed, and most importantly, serve as a single point of contact for our clients. This allows us to create a more unified strategy and provide holistic wealth management.
Contact us today to learn more about our firm. We look forward to discovering how we can be of service.