Studdard Financial, Sarasota

Financial planner

About

Byron Studdard, CFP, leads a fee-only fiduciary Registered Investment Advisor firm, offering financial planning, retirement planning, investment management, and wealth management services nationwide from offices in Sarasota, Florida, and Memphis, Tennessee, with over 30 years of experience and a unique approach to active portfolio management and risk management.

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Contact information

Studdard Financial
2100 Constitution Blvd #147, Sarasota, FL, 34231, United States
(800) 989-3806
www.studdardfinancial.com/
What services does the firm offer?
The firm provides financial planning, retirement planning, investment management, and wealth management services to clients. These services are designed to help individuals and families achieve their financial goals. The firm's approach is tailored to each client's needs.
Where are the firm's offices located?
The firm has offices in Sarasota, Florida, and Memphis, Tennessee, serving clients nationwide. The firm's location allows it to serve a wide range of clients. The offices are led by Byron Studdard, CFP.
What is the firm's investment approach?
The firm emphasizes active portfolio management and risk management, combining fundamental research with technical analysis. This approach helps to manage downside risk while pursuing long-term growth. The firm also uses techniques such as trailing stop-loss orders to protect client investments.

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