Founded in 2002 by Larry Waller and Rick Wax, Waller & Wax Advisors, Inc. is an independent, fee-only wealth management firm based in Tampa, Florida. Operating as a registered investment adviser and fiduciary, the company is committed to providing objective financial advice and places the interests of its clients first. Their mission is to help clients achieve their financial goals through a comprehensive approach that integrates financial planning, investment management, and retirement planning, ensuring all aspects of a client's financial life work in concert.

Founded in

United States