Ferrell Wealth Management Inc. is a private Investment Advisor, registered
with the Securities and Exchange Commission (SEC) and the state of
Florida. As an independent, predominantly fee-based firm, we have only
your best interests in mind. Because we are not given incentives to
represent one investment over another, we are completely objective in our
analysis – and ultimately our recommendations – for your portfolio.
Ferrell Wealth Management Inc. was established in 1996 as an arm
to Chastang, Ferrell, Sims & Eiserman, LLC, the largest privately
owned CPA firm in Central Florida. Many of the CPA firms’ higher
net worth clients had needs for financial consulting that extended
beyond the expertise of the CPA; so out of the desire to fulfill those
needs, the wealth management affiliate was established. Although
Chastang, Ferrell, Sims & Eiserman, LLC was acquired by a
national firm (Larson Allen), Ferrell Wealth Management continues to
independently service the needs of mutual clients as well as many
other clients acquired along the way.
Professionals of Ferrell Wealth
Management, Inc are extremely involved
in the Winter Park/Central
Florida Community and have an
impeccable reputation based on
integrity, unparalleled industry
experience, and an extremely
broad level of expertise. Client
relationships are built and nurtured
through regular contact, education
and results.
