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.