Instrumental Wealth - Tampa (FL)

5 /5 Sarah Cacic: Drew has been our financial advisor for 13 years and there’s truly no one better. He takes the time to figure out your family dynamic and what’s best for you long term. His advice has been invaluable, and I would recommend him to every person I meet. He helped us tremendously in both our personal and business financial endeavors. There is no debate, Drew Allen is hands down the best.

5 /5 Kris Harrison: David Silver and his team have provided my family and I with wonderful service and advice since we began our relationship with them since 2019. They have always been responsive to our needs as our life and financial goals have evolved over time. From insurance to tax planning to real estate to investments to retirement planning, Davids team has us covered. Were very grateful for their support and expertise!

5 /5 Susan Teslicko: Instrumental Wealth and Drew Allen have been the best financial planners I have had. Over the years I have used other institutions that treated me as a number and never really understanding my goals. Drew reviews my plan with me at least quarterly and is there for me whenever I want to meet or talk before that time. This company and my FA certainly go above and beyond in financial planning. As I stated, others I have used were just brokers looking after their profits and not my future. I highly recommend you have them handle your assets.

5 /5 Adam Liposky: David and his team are very helpful and are worth considering if youre in the market for a financial advisor. They provide excellent advice and execution while remaining cost effective. The supporting cast outside of David is top notch and stays responsive and proactive when Im not. We chose David due to the relationship we developed with him the years but also the fact that he branched out on his own as an RIA, one of our criteria for choosing an advisor. This alone should speak magnitudes about the type of practice he runs. Ive recommended Instrumental Wealth to friends and would do so again.

5 /5 Stephen Miles: David and I have known each other for more than 15 years back when he took over my account at NWM. Over the years he has guided me through investments to get my girls through college as well as personal investing for my retirement. He and his team at Instrumental Wealth have since guided my wife and now our kids on their financial investment journeys. My wife and I consider Dave as a friend and not just our advisor. He and his team take a personal interest in their clients and give sound advice at whatever stage of life, and your financial needs may be! I/we highly recommend David and his team at Instrumental Wealth to be your financial advisors too!