Your Wealth.
Your Retirement.
Our Commitment.
Thoughtful guidance today for the retirement you deserve tomorrow.
At Stanley Wealth & Retirement, our mission is to help our clients thoughtfully prepare for retirement and create a path to retire their way.
Our Core Values
Lead with a servant’s heart: We prioritize our clients’ needs across our relationships. To do so, we believe we must lead with humility, empathy, and a genuine desire to empower every person and family we support.
Bring integrity in everything we do: We care for our clients’ well-being and look out for their best interests. We advise candidly, act thoughtfully, and proactively support you.
Be a supportive ally: Our relationship should bring simplicity to your life and clarity to your decisions. We work to make sure that in every step, we’re an ally you can rely on to make sense of your financial life and have a network fostering your success.
Enjoy the moment: Life is here to enjoy — and we want to make sure that we’re helping you embrace the moment. From our client events to our one-on-one meetings, we aim to help our clients find community and purpose.
"Success Is Measured by One Thing: Your Peace of Mind."
Dustin Stanley started this firm because he believed people deserved a retirement advisor who actually cared about the outcome not just the account balance.
With over a decade of experience and a team of dedicated specialists, we've helped families across Florida and beyond go from retirement anxiety to retirement confidence. We're proud to have been featured on NBC, ABC, CBS, and FOX but what we're most proud of is the clients who come back year after year because they trust us.
Dustin Stanley — Founder & Senior Financial Advisor
Everything Your Retirement Needs. Under One Roof.
Retirement Income Planning
Tax Planning
Long-Term Care Planning
Legacy & Estate Planning
