Personalized financial planning, retirement strategies, and investment guidance designed to help you achieve your long-term financial goals.
Helping individuals and families make confident financial decisions through professional planning, investment guidance, and long-term relationships.
Certified Financial Planner® providing trusted financial guidance.
Decades of helping clients pursue financial confidence and long-term success.
Personalized strategies tailored to your goals and financial future.
Committed to honesty, integrity, and lasting partnerships with every client.
Learn practical strategies to help protect your wealth, prepare for retirement, and make informed financial decisions with confidence.
At Studdard Financial, we believe every financial journey is unique. Our mission is to help individuals, families, and business owners make informed financial decisions through personalized planning, investment management, and retirement strategies.
Byron Studdard is a CFP® practitioner that is committed to building long-term relationships based on trust, integrity, and sound financial guidance that helps clients pursue lasting financial confidence.
Whether you're planning for retirement, growing your investments, preserving your wealth, or preparing for the future, Studdard Financial provides personalized financial strategies designed to help you achieve your long-term goals with confidence.
Build a personalized retirement strategy that helps you enjoy financial independence while protecting your future.
Learn MoreCustomized investment portfolios designed to align with your goals, risk tolerance, and long-term financial objectives.
Learn MoreReceive comprehensive financial guidance to help you make informed decisions throughout every stage of life.
Learn MoreProtect, grow, and manage your wealth through customized financial strategies tailored to your unique needs.
Learn MoreDevelop a thoughtful estate strategy to help preserve your legacy and provide peace of mind for future generations.
Learn MoreImplement tax-efficient financial strategies designed to help maximize your savings and support your long-term financial success.
Learn MoreAt Studdard Financial, we are committed to providing personalized financial guidance, helping individuals and families pursue their financial goals with confidence, integrity, and a long-term perspective.
Professional financial planning backed by industry-recognized CFP® certification and experience.
Every financial plan is customized to fit your goals, lifestyle, and long-term objectives.
Building lasting client relationships based on trust, transparency, and ongoing support.
We always strive to place our clients' interests first when providing financial guidance.
Years of helping clients navigate retirement, investments, and wealth management with confidence.
Honest communication and practical recommendations designed around your financial future.
Watch Byron Studdard's educational videos covering retirement planning, investment management, financial strategies, and answers to common questions about becoming a client.
Stay informed with educational articles covering retirement planning, fiduciary advice, wealth management, and practical financial strategies.
Byron Studdard reflects on nearly three decades of helping families pursue financial confidence and long-term success.
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Learn what it means to work with a fiduciary advisor and why putting clients first is essential to financial planning.
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Discover the important questions every investor should ask before choosing a financial advisor.
Read MoreWhether you're planning for retirement, growing your investments, or creating a long-term financial strategy, we're here to help you make confident financial decisions every step of the way.
Visit our Sarasota office by appointment. We look forward to helping you build a personalized financial plan that supports your long-term goals.
Studdard Financial, LLC is an investment adviser registered with the State of Tennessee. Registration does not imply endorsement by any government or regulatory authority or a particular level of skill or training.
This material is provided for general educational and informational purposes only. It is not individualized investment, tax, or legal advice and does not constitute a recommendation, offer, or solicitation to buy or sell any security or adopt any investment strategy. Nothing in this material creates an investment-advisory relationship. Advisory services are provided only under a written agreement after evaluating a client's individual circumstances. Studdard Financial, LLC conducts investment-advisory business only in states where it is properly registered, has made any required notice filings, or qualifies for an applicable exemption or exclusion from registration. This website is not intended as a solicitation in any jurisdiction where Studdard Financial, LLC is not authorized to conduct business. Registration does not imply endorsement by any government or regulatory authority or a particular level of skill or training.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and no investment strategy can assure a profit or protect against loss. The FDIC does not insure money invested in stocks, bonds, mutual funds, or municipal securities. Preferred stocks can lose value, and dividend payments are not guaranteed. Information is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed.
Investing in foreign securities involves risks beyond those generally associated with U.S. investments. These risks may include changes in currency exchange rates, political or economic instability, trade restrictions, capital controls, foreign taxation, differing accounting and disclosure standards, and less-developed regulatory, legal, auditing, settlement, or custody systems. Foreign markets may also be more volatile or less liquid. American depositary receipts, international funds, and foreign securities traded in the United States may reduce certain operational difficulties but do not eliminate the underlying foreign-market and currency risks. These risks may be substantially greater in emerging and frontier markets.
Inverse and leveraged exchange-traded funds are specialized investments with risks that differ from traditional ETFs. Most are designed to achieve a stated investment objective for a single trading day and reset their exposure daily. Because of compounding and market volatility, results over periods longer than one day can differ substantially from the stated benchmark. These investments are generally not designed for long-term buy-and-hold investors.
Investing in options involves substantial risk and is not suitable for every investor. Before buying or selling options, investors should read the Options Clearing Corporation's Characteristics and Risks of Standardized Options and understand the risks, costs, tax consequences, and suitability of any options strategy.
Tax laws, market conditions, and investment information may change. Consult qualified financial, tax, and legal professionals before acting.
If you would like a copy of our Form ADV Part 2A Brochure or our Privacy Policy, please contact us at (901) 355-4713 or email byron@studdardfinancial.com .
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