Cherry Wealth Advisors

Cherry Wealth Advisors is a financial planner in Fort Walton Beach, FL, serving individuals and families with personalized retirement planning, income strategy, tax planning, and investment guidance. The firm specializes in helping clients prepare for retirement through a structured, transparent process that emphasizes long-term financial security and clarity. With a team-based approach and a focus on client education, Cherry Wealth Advisors supports clients across the region, including those in nearby communities such as Mary Esther and Destin. Though no reviews are currently available, the firm maintains a strong reputation for client-centered service and financial clarity.

The firm operates under the Slagle Financial GPSTM framework, a five-step financial planning system designed to address risk tolerance, income needs, tax efficiency, and long-term sustainability in retirement. The team emphasizes listening to each client’s unique story and goals, offering customized strategies to help clients live confidently in retirement. The firm’s leadership includes experienced professionals with diverse expertise in financial planning, investment management, operations, and client support, all committed to a collaborative, transparent, and client-first approach. The team’s foundation dates back to 1995, when the firm began as a small operation and has since grown into a trusted name across Florida, Illinois, and Missouri.

Cherry Wealth Advisors is located on Mary Esther Cut Off NW, a short distance from major local landmarks. The office sits just 0.1 miles from an Aldi market, 0.3 miles from Bryn Mawr Park and Charter School, and within a half-mile of Oakland Heights Park and Mary Esther Boulevard. The proximity to residential and community areas makes it accessible for clients throughout the Fort Walton Beach region.

The firm is known for its dedicated team, long-standing commitment to client success, and a structured, goal-oriented planning process. With a strong emphasis on transparency, ongoing support, and personalized service, Cherry Wealth Advisors stands as a trusted partner for those preparing for retirement in Northwest Florida. Their focus on sustainable financial strategies and client education helps individuals confidently navigate the transition into retirement.