Live the Life You Want

Identifying & living Your One Best Life with meaning is more than just money. It’s freely living your life with financial security. It’s time well spent with those that matter most.

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Private Wealth Management

An independent Registered Investment Advisor located in Tampa, Florida.

Financial Planning

Wealth Management

Corp Retirement Plans

Insurance

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Roger Sverre Machlin, CFP®, CPWA®, CIMA®, MSFS, WMCP, CFS®, CLU®, ChFC®, CASL®, CRPS®, AEP®, RICP®, CAP®, ChSNC®, CMFC®, CPFA, QPFC, AWMA®, AAMS®, NQPC

Founder & Wealth Advisor

20 Certifications

Roger specializes in creating comprehensive financial plans for both institutions and individuals using world-class insurance services and internationally recognized investment products. Roger has been recognized in the Financial Times multiple times for being one of the “Top 401 Retirement Advisers”. Roger has been nominated as one of the “Most Influential DC Advisors” from 401kWire.

Meet Roger

Roger also has made the NAPA’s Top DC Advisor Teams list.

Truly

Comprehensive

Truly Comprehensive

Some wealth managers only focus on assets. We take it a step further by incorporating risk management (insurance) and planning into our clients' comprehensive portfolio design.

About Us

Our Services

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

(813) 212-2125