Financial Advisor for S-Corp Business Owners in Tampa, FL
Finally, a Financial Advisor Who Actually Understands Your Business
You are not a typical investor. You run a business, sign the checks, manage the payroll, and carry the weight of it all home at night. Your financial life is more complex than a 401(k) and a brokerage account, and you deserve a financial advisor who gets that. At Alonso Financial Planning, we are the only financial planner in the Tampa area who specializes exclusively in S-corporation business owners. We understand the intersection of business and personal finances, because for an S-corp owner, the two are never really separate.
Who We Work With
Our clients are S-corporation business owners in the Tampa area, typically in their 20s and 30s, who are building businesses and starting to think seriously about the future. They are starting families, creating wealth, and realizing that the financial decisions they make now will shape their lives in 10 and 20 years.
They come to us asking questions like:
Am I paying myself the right way?
Am I overpaying in taxes?
What happens to my family if something happens to me?
Do my employees have a reason to stay?
They are not looking for a generic financial plan or a one-size-fits-all approach to wealth management. They are looking for someone who will sit down with them, model out their specific situation, and give them real answers.
You Have Built Something Real. Now You Want It to Last.
Our clients are passionate about what they do, but they also want balance. Many come to us because they have been grinding to grow their business and are starting to realize they want more out of life than just work. They want a lifestyle business. They want to build something that lasts and can be passed on. They want to spend time with their families and know that the financial side of their lives is well managed. They value control over their money, efficiency in how they use it, independence in how they run their business, and building a legacy for the people they love.
You Are Too Busy to Do This Alone
Most of our clients are not neglecting their finances because they do not care. They are simply too busy to give their finances the attention they deserve. Running an S-corporation demands their full attention. They want to stay informed, they want someone to help them understand what is happening in the market and in their industry, and they want to know that someone is watching out for them. But they can’t do it all themselves, and they shouldn’t have to. That is exactly what we are here for.
What You Can Expect From Us
When you work with Alonso Financial Planning, you get a concierge experience from the very first conversation. Alex meets you where you are, whether that is your home, your office, a local coffee shop, or anywhere else that works for you. You will always have direct access; no receptionist, no associate, just Alex. He operates with the same flexibility as a concierge doctor, available when you need him and proactive enough to reach out before you think to ask. He keeps his practice small on purpose, so every client receives the time, attention, and care they deserve.
Frequently Asked Questions
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We do not have a strict minimum. We work on a case-by-case basis and consider the full picture of where you are and where you want to go. That said, our ideal clients are S-corp business owners who are ready for comprehensive financial planning, not just investment management. If you are growing a business and want proactive, hands-on guidance, we want to hear from you.
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Our core focus is S-corporation business owners in the Tampa area. We do work with some traditional financial planning clients as well, but S-corp business owners are who we specialize in and where we bring the most value. The planning work is more complex, more layered, and, frankly, more rewarding on both sides of the relationship.
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At a large firm, you get a sales process. At Alonso Financial Planning, you get a relationship. Alex keeps his practice intentionally small, which means you have direct access to him at all times. You call, he picks up. You text, he responds. He does not pass you off to an associate, and he does not manage so many clients that you become just another account number. You also get comprehensive financial planning that includes S-corp tax strategy, cash management, and business planning, not just portfolio management. Many clients come to us from wirehouse advisors specifically because they were paying for planning they were never actually receiving.
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Anywhere that works for you. Alex operates as a concierge financial planner, which means he comes to you. Whether that is your home, your office, a golf course, or a coffee shop in South Tampa, he will meet you where you are most comfortable. House calls, office visits, and informal check-ins over a round of golf are all part of how we work.
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Alonso Financial Planning charges 1.2% of assets under management. We are transparent about our fees and happy to walk through what that looks like for your specific situation during your free introductory call.
Ready to Work With a Financial Advisor Who Gets It?
If you are an S-corp business owner in the Tampa area and you are ready for financial planning and wealth management that actually matches the complexity of your life, let's talk. We work with a limited number of clients so everyone gets the time and attention they deserve.