Excelsior Financial Advisors South Florida - Excelsior Financial Advisors: Premier Asset Management Firm South Florida

Helping People Achieve Their Financial Goals

Our specialists understands the importance of delivering tailored investment solutions. We dedicate the time to your retirement plan so that your golden years may truly be golden.

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Providing Ideas
& Experience To Grow Your Net Worth

Our specialist team of consultants understands the importance of lasting relationships with clients to deliver specific investment solutions.

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financial advisors fort lauderdale tax advice

Use IRS Code To Your Advantage

Excelsior offers a wide range of tax services for individuals and small business owners.

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01.

Retirement planning

02.

Investment services

03.

Tax services

South Florida Financial Advisors

Smart strategies. Tailored solutions. Results you can measure.

At Excelsior, we exist for one purpose: to help you turn financial success into lasting wealth—without the stress, guesswork, or overwhelm that comes with managing it alone.

Our focus is on guiding high-net-worth individuals, families, and business owners through life’s most important financial decisions, with strategies that protect and grow wealth across generations.
We specialize in holistic, tax-efficient planning that aligns your money with your life goals—today and decades from now.

As a fiduciary, we guard your trust as fiercely as we guard your wealth—every decision we make is in your best interest.

Every recommendation serves your best interest—without exception.

We succeed only when our clients succeed.

Every investment decision we make is calculated, deliberate, and engineered to deliver lasting results across market cycles.

We seek to achieve the best risk adjusted returns for our clients.

We design plans that withstand market cycles and life transitions.

We treat your wealth like a legacy in motion—protecting, growing, and preserving it for generations to come.

Your wealth is more than numbers—it’s your life’s work.

We protect it as if it were our own.

Help make smart financial decisions.

Schedule a consultation and start building the wealth strategy you’ve always envisioned.

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Retirement Planning

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Wealth Strategy & Estate Planning

Structuring your assets to minimize tax impact and maximize legacy. Succession and gifting strategies that preserve family harmony. Trust and estate structures that protect wealth across generations.

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Investment Services

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No matter how big or small your net worth is, we can help you work smarter, provide support and help you achieve your business goals. Speak to one of our advisers today.

EWP 2024 Client Satisfaction Ratings

Why Clients Trust Excelsior

General Satisfaction

Communication

Service

Recommendation Likelyhood

Combined Advisor Experience

Based on 2024 client survey

We’re dedicated to your success!

Meet our world
class team.

Our commitment to results, governed by the highest of standards is unwavering.

Our Leadership Team

Russell Stout

Asst Vice President, Wealth Manager

Jeff D. Dzwonkowski

Wealth Manager

We build trust and maintaining a long lasting relations!

Five Ways We Help You Pursue Your Goals

01.

Custom Planning

We start with your life goals—not a cookie-cutter formula.

02.

Risk Management

We monitor your performance not alone, but as it relates to your desired risk so that there are no surprises.

03.

Ongoing Guidance

Proactive reviews and adjustments as your life evolves.

04.

Tax Efficiency

Strategies to keep more of what you earn and grow.

05.

Legacy Preservation

Structures to protect and pass on wealth efficiently.

Our experienced team understands the importance of long lasting relationships with clients to deliver specific investment solutions for a long term success.

Schedule A Call

Custom Planning

We start with your life goals—not a cookie-cutter formula.

Risk Management

We monitor your performance not alone, but as it relates to your desired risk so that there are no surprises.

Ongoing Guidance

Proactive reviews and adjustments as your life evolves.

Tax Efficiency

Strategies to keep more of what you earn and grow.

Legacy Preservation

Structures to protect and pass on wealth efficiently.

What our clients say about our services

Russell Stout has been my financial advisor for over a decade. I have the upmost confidence in his abilities. I continually compare my losses/gains vs the overall market and especially during tax time and my capital gain. The tactics Russell uses strategically project the unpredictable market trends, He looks at the opportunities and balances them with the challenges of the market and plugs in percentages of my money into various types of funds that lead to my financial goals and aspirations.

Verified Client

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

My advisor has made my investment grow more than my previous investment company did. He also keeps in contact with me to answer any questions I may have.

Verified Client

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Russell Stout is an incredible advisor and an incredible listener. Russell has provided excellent advice and communicates to me in terms that I can always understand. He understands that I am a conservative investor and has helped me to make choices that I am comfortable with 100%. I am very happy with my decision to transfer my 401K and 401B from my employer’s retirement plan over to Russell Stout.

Verified Client

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Services

Helping People Achieve Their Financial Goals

Providing Ideas
& Experience To Grow Your Net Worth

Use IRS Code To Your Advantage

At Excelsior, we exist for one purpose: to help you turn financial success into lasting wealth—without the stress, guesswork, or overwhelm that comes with managing it alone.