Financial Planning That Fits the Flow of Gulf Coast Life

Serving Tampa, St. Pete, Clearwater, and beyond with clarity, calm, and connection.

At Our House Wealth Advisors, we believe financial planning in Tampa Bay should reflect the energy of this region—laid-back but proactive, community-rooted yet forward-looking. We help individuals and families across the region—from early-career professionals in downtown Tampa to retirees in Clearwater—find peace of mind through personalized advice and long-term partnership.

What We Help Tampa Bay Clients With

01

Retirees in St. Petersburg and Largo

Sustainable income planning, Medicare guidance, and legacy conversations for clients enjoying Florida's tax-friendly benefits.

02

Young Professionals in Tampa Heights and Westshore

Budgeting, debt reduction, and employer benefit optimization for those navigating high-growth careers and housing markets.

03

Snowbirds and Seasonal Residents

Cross-border planning and residency considerations for Canadians wintering in Florida.

04

Families in Carrollwood and Palm Harbor

College funding, insurance strategy, and wealth-building strategies for growing families.

Why Choose a Fiduciary Advisor in Tampa Bay

  • We meet you on your terms—in person, online, or in your home office.
  • We explain your options clearly, so you can make confident choices without pressure.
  • We help retirees manage healthcare costs and investment drawdowns with care.
  • We serve clients at all life stages, and we stick with you as your life changes.



Whether you're building your future or protecting your past, we’re here to help you do it with clarity.

Book a Tampa Bay Planning Session →