At Consolidated Planning Inc., we believe financial planning is more than just numbers—it’s about creating a roadmap for generational wealth and financial stability. Since 2010, Tony has been a dedicated wealth advisor and investment specialist, helping clients navigate the complexities of wealth management.
With nearly two decades of experience in the financial services industry, Tony’s journey began with a passion for finance while studying at Florida State. After an internship at Merrill Lynch, he knew he wanted to help individuals and families protect their financial future. Today, as part of one of the largest financial planning firms in the Southeast, he specializes in serving business owners, physicians and their families through Consolidated Planning MD, a boutique group focused on personalized wealth management. Tony’s experience spans across retirement income planning, helping clients transition smoothly from their careers or the sale of a business, to the next chapter of their lives.
Tony and his team have access to a wide network of private investment institutions, allowing them to craft tailored investment strategies that align with each client’s goals. He conducts in-depth financial research to develop strategies that protect, grow, distribute, and transfer wealth. His mission is to simplify complex financial concepts, ensuring clients feel confident in their financial journey.
Outside of finance, Tony’s other passion is cooking—especially Italian cuisine. He grew up in a household where home-cooked meals brought family together, and he applies that same sense of connection and care when working with his clients. Just as he finds joy in sharing a great meal, he finds fulfillment in seeing his clients achieve financial success and a sense of balance and confidence .
At Consolidated Planning Inc., we are committed to building lasting relationships and providing financial strategies that stand the test of time. Let’s plan for the future—together.
