Michelet Financial brings Fortune-500 financial discipline to Tampa families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Tampa Bay's retirees and business owners benefit from Florida's no-income-tax status, paired with disciplined, tax-smart federal planning.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Tampa investors and Hillsborough County.
Comprehensive planning for Tampa households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Tampa professionals and owners preparing for the next chapter.
From South Tampa entrepreneurs to retirees, Tampa clients get fee-transparent wealth management.
Yes - we work with clients throughout Tampa and the surrounding the Tampa Bay area, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Tampa Bay's economy spans finance, healthcare, and a fast-growing tech and professional-services sector, with strong in-migration. Relocating professionals and retirees benefit from resetting their plan for Florida's tax advantage.
Florida has no state income tax, benefiting Tampa professionals, retirees, and business owners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Tampa, FL clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Tampa's economy is a dynamic engine driven by tourism, healthcare, finance, and a booming real estate market, but this growth brings unique financial planning challenges. Residents often face the "Tampa squeeze"—a rapid rise in cost of living, especially in sought-after neighborhoods like South Tampa, Hyde Park, and Channelside, that outpaces wage growth. Many professionals and retirees here juggle variable income from seasonal work or small businesses, while navigating Florida's lack of state income tax, which can be a double-edged sword if not paired with smart federal tax strategies. Additionally, the influx of new residents from higher-tax states creates complex multi-state tax scenarios, and the region's vulnerability to hurricane risks demands robust asset protection and insurance planning. Without a clear, fee-transparent advisor, it's easy to get lost in these local nuances and miss opportunities to optimize your financial life.
Michelet Financial (Big Ass Tax Returns) delivers a modern solution through virtual and remote financial advisory—a model that is not only convenient but highly effective for Tampa's busy professionals and snowbirds. Through secure video calls, encrypted document sharing, and a dedicated client portal, you get the same deep, personalized guidance as an in-person meeting, without the traffic on I-275 or the hassle of scheduling around a beach day. This approach allows us to serve you from our office while you're at your desk in downtown Tampa, at your vacation home in Clearwater, or even traveling for business. Because we are fee-transparent, you always know exactly what you're paying for, with no hidden commissions or product pushes—just straightforward, fiduciary advice tailored to your screen and your life.
Our specific services are designed to address the financial realities of Tampa residents head-on. For tax strategy, we go beyond simple filing to proactively structure your business income, real estate investments, and retirement distributions to minimize your federal tax burden while leveraging Florida's tax-friendly environment. Our wealth management approach integrates your investment portfolio with your overall cash flow, helping you navigate market volatility while planning for major purchases like a waterfront condo or a second home. For retirement, we specialize in crafting income plans that account for Social Security timing, pension options, and the unique needs of those who want to age in place in Tampa's vibrant communities. Whether you're a young professional in Ybor City or a retiree in Sun City Center, we align your money with your goals.
Ready to take control of your financial future with a partner who values transparency and local expertise? Don't let Tampa's unique challenges derail your plans. Call Michelet Financial (Big Ass Tax Returns) today at (225) 396-5511 to schedule your no-obligation consultation. Let's build a strategy that works for your life, your business, and your Tampa dream.