About us

Osaic Advisors is built on a 50-year foundation of trust, is a premier financial services firm dedicated to simplifying the complexities of wealth management. We serve a diverse clientele, including retirees, pre-retirees, multi-generational families, and entrepreneurs, by offering a "clearer path forward" through personalized guidance. Our holistic approach integrates investment management, retirement planning, tax-efficient strategies, and estate coordination to ensure your financial life remains aligned with your evolving goals. Backed by the robust resources and technology of Osaic, our Sun City Center team stands out for its deep-rooted commitment to long-term client relationships and data-driven investing. Whether you are navigating a major life transition or looking to safeguard your legacy, Osaic Advisors acts as your advocate, providing the stability and expertise needed for long-term financial freedom.