Siler Wealth Management - Longwood, Florida

Ray S.

Dagean Larsen is amazing. He has helped my wife and I with several serious financial issues. He is very responsive and knowledgeable. He promptly responds to calls and texts. He is a true man of integrity. I trust him completely. I was very happy with how generous he is with his time and his financial wisdom. He is a true blessing and I highly recommend him.

stevie K.

I've been a client for about 5 years. They are always enthusiastically responsive, attentive, and proactive. Lee Siler personally reviews my portfolio, and consistently makes the right calls (and, from what I understand, he does this for all clients as well - I'd like to think I'm that special, but...). Most times, they've addressed and resolved issues before I was even aware of them. I've also taken advantage of the tax professional services offered, which has resulted in vast rewards. I very highly recommend Siler Wealth Management.

Cal T.

Chad Vergason has been my financial advisor for the past few years. This is the most informed and confident I have ever been about my long term planning. I would highly encourage anyone looking for a new planner to work with the team at Siler Wealth Management. They are always on top of what is going on in the market and promote strategies that align with current conditions. I cannot recommend them enough!

Andre R.

I’ve been with Chad Vergason for less than a year but he’s already given me insights and tools that my last CFP wasn’t able to do (I had been with him for 10 years).

Chad is a great guy who is client focused and who truly cares. He makes sure to understand your needs, hesitancies, and customizes your positions/holdings to address the specific situation of each of his clients. Siler Wealth management seems to be a great firm with great people. They hold market update events and regularly share outlooks on the market. I’d recommend giving them a call if you’re reading this review. Let them show you why they’re so great!

Cari F.

Siler Wealth Management has consistently provided me with exceptional service and guidance throughout the years. From addressing my questions regarding a 529 College Fund, 401k rollovers and more! Knowing that the Siler team members are knowledgeable professionals determined to wholeheartedly support and service for growth gives me peace of mind! I highly recommend them.

Raj P.

I have worked With Lee Siler over 15 years. Lee has guided me through the financial turbulence over this timeframe. I consider him not just my financial advisor but also a great friend. Thank you, Lee for your expertise.

Megan C.

I am incredibly impressed with the service and expertise provided by Nikki at Siler Wealth Management. Finding a good CFP is hard, but finding an incredible female CFP is even more of a challenge. Nikki takes the cake. From our first meeting, it was clear that she genuinely cared about my financial goals and was committed to helping me achieve them. Her in-depth knowledge and strategic approach have been invaluable in guiding my investment decisions and planning for my future. Nikki takes the time to explain complex financial concepts in a way that is easy to understand, ensuring I am always informed and comfortable with the plan in place. Her professionalism, responsiveness, and personalized advice have made a significant difference in my financial confidence. I highly recommend Nikki to anyone seeking a trustworthy and knowledgeable financial advisor. The team at Siler Wealth Management is the best!

Denise S.

My husband and I have started working with Dagean Larsen at Siler Wealth Management. We initially met him through a Social Security course and have now met with him twice over Zoom and once in our home. I have always been a bit skeptical of hiring a financial advisor as I have some investment experience and figured I would handle it all myself. I find Dagean very personable and I don't feel I am being sold something. He asked both my husband and myself how we each felt about several things to determine our risk tolerance. After reviewing our current investment products, he made some suggestions and helped us move some of our funds from products that were not the best products for us, but we didn't move everything because it was not the best financial move to get out of some at this time. I also have my own stock investments and want to continue these once I retire. Instead of trying to dissuade me from doing this, he said we didn't have to move everything into different investment if that is what we wanted. I feel like Dagean really listened to us, didn't try to pressure us and was very transparent and open about what he thought we should do and why. We look forward to working with Dagean over the years as we start our retirement.