AimWell Financial Schedule a Conversation

St. Petersburg & Tampa, Florida

A healthier perspective on wealth.

As fee-only fiduciary advisors, AimWell Financial helps clients balance today’s financial priorities with tomorrow’s long-term goals through in-depth investment management and financial planning.

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Who We Are How We Help Our Approach

Life events & transitions

What are the moments that bring people to us?

You probably don’t wake up hoping to spend more time thinking about finance. The questions usually start because something in your life changed: preparing for retirement, receiving an inheritance, selling a business, changing careers, navigating divorce, or losing a loved one.

Own a business? See financial services for business owners.

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Three generations of a family around a table

How we help

How do we connect financial expertise to real life?

You don’t need every financial detail. You need the right details for the decision in front of you and a team that can put the pieces together.

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Financial Planning

Bring the moving parts of your financial life together into a clear plan that evolves with you.

  • Cash flow & spending
  • Goal-based planning
  • Major financial decisions
  • Ongoing guidance & accountability
Learn more about Financial Planning
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How the relationship works

What it’s like to work together.

A financial plan is useful when it helps with real decisions. That requires more than a one-time meeting and a document that sits on a shelf.

Start With You

We begin with you. We want to understand your goals, values, concerns, responsibilities, and what’s happening in your life.

Build and Refine the Plan

We’ll help bring the pieces together so investments, retirement planning, taxes, cash flow, estate planning, insurance, and the other areas of your financial life work together toward the same goals.

Put the Pieces in Motion

Once the direction is clear, we help put the plan to work. From implementing investment recommendations to coordinating important next steps, we’re here to keep things moving.

Keep The Conversation Going

Life changes. The plan should be able to change with it. Regular conversations help us stay connected to what’s happening now, not what was true two years ago.

See our process

The team

A team that knows the details, and knows you.

Meet the team

AimWell is intentionally team-based. Rather than relying on a single advisor, we bring together expertise in financial planning, investing, tax strategy, behavioral finance, and client service to help clients make confident decisions.

Behind every client relationship is a team working to put the pieces together, while ensuring you always have a trusted point of contact who knows your goals, priorities, and situation. The goal is to give the planning more depth behind the scenes while your relationship with us stays personal.

Amy Powell, CFA®, CDFA®, Founder & CEO

Amy Powell, CFA®, CDFA®

Founder & CEO
Rick Wedell, Chief Investment Officer

Rick Wedell

Chief Investment Officer
Bill Comber, CFP®, Financial Planner

Bill Comber, CFP®

Financial Planner
Chris Manzione, Behavioral Finance Specialist

Chris Manzione

Behavioral Finance Specialist
Denver Porter, Client Service Associate

Denver Porter

Client Service Associate
Lauren Simer, Client Service Associate

Lauren Simer

Client Service Associate
Camille Johnson, Director of Marketing & Communications

Camille Johnson

Director of Marketing & Communications

Learning center

Useful thinking, without the finance lecture.

The AimWell Learning Center is built to help you understand financial topics and apply them to real-life decisions. Explore articles, guides, videos, and FAQs on retirement, investing, tax planning, behavioral finance, life transitions, and more.

Featured Resources

A couple walking beside a lake Checklist

Tax Planning Checklist

A year-round view of the tax questions worth raising before a decision is made.
Friends spending time together outdoors Quiz

Money Relationship Quiz

A short look at the habits and assumptions that shape how you make financial decisions.
Tennis players at the net Cheat sheet

Roth IRA Conversions

What to weigh before converting, and how the decision influences the rest of the plan.
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Questions

Questions worth asking before choosing a financial advisor.

A fiduciary has a legal responsibility to act in your best interest.

Yes, AimWell Financial is an independent fiduciary wealth management firm. We are registered with the SEC, and our Form ADV, which provides additional information about our firm, services, and fees, is available through the footer of our website or can be provided upon request.

AimWell is a fee-only firm. The way a financial professional is compensated can influence the advice they give. That’s why our business model matters. Our fees depend on the services provided and are explained clearly before an engagement begins.

We are compensated exclusively by our clients and do not receive commissions from selling products. We have no proprietary products, sales quotas, or company incentives that affect our recommendations. We are also not dually registered as a broker-dealer or licensed to sell insurance products.

Investment management focuses on your portfolio: how your investments are allocated, managed, and aligned with your goals. Financial planning takes a broader view, considering how your portfolio interacts with cash flow, retirement, taxes, insurance, estate planning, business ownership, and other priorities.

At AimWell, we believe investments should support a broader financial plan, not exist separately from it.

Comprehensive financial planning looks at how the different areas of your financial life work together. Rather than focusing on one account or decision at a time, we consider cash flow, investments, retirement, taxes, insurance, estate planning, charitable giving, and other priorities as part of one coordinated plan. The goal is to help you understand the tradeoffs, make informed decisions, and adjust as life changes.

AimWell is a good fit for people who want more than a financial plan or investment portfolio. Our clients value having a trusted team to guide them through important decisions, coordinate the people and next steps involved, and stay engaged through implementation rather than leaving them to figure everything out on their own.

We work especially well with people who want an ongoing relationship and appreciate collaborative guidance, thoughtful follow-through, and help adapting the plan as life changes.

No. Some clients enjoy learning about financial topics, while others would rather focus their time and energy elsewhere. Both are perfectly fine. Our role is to explain what matters, answer your questions, and guide you through the decisions ahead.

You don’t need to know everything, and you don’t need to handle everything on your own. We’ll help manage the process, coordinate the moving pieces, and provide support along the way.

The first conversation is a complimentary consultation. You don’t need to arrive with everything figured out. It gives us a chance to understand what prompted you to reach out, what matters most right now, what a good relationship looks like to you, and what you’re hoping to accomplish.

We’ll answer your questions, explain how AimWell works, and decide together whether the relationship feels like the right fit, with no pressure to make an immediate decision.

AimWell serves clients in St. Petersburg, throughout Tampa Bay, and across the country. We are registered to work with clients in all 50 states and offer both in-person and virtual meetings, allowing each client to choose the experience that works best for them.

Our offices are located at 360 Central Ave., Suite 800 in St. Petersburg and 4830 W. Kennedy Blvd., Suite 600 in Tampa.

In partnership with RFG Advisory

The best of both worlds.

The independence to serve clients our way, backed by the investment research, technology, compliance, and operational resources of RFG Advisory.

Client assets are held at Charles Schwab or Fidelity, providing the security, transparency, and independent custody clients deserve.

RFG Advisory Charles Schwab Fidelity

See if AimWell is right for you.

Tell us what’s on your mind. We’ll learn more about what you’re looking for, explain how AimWell works, and determine together whether we’re a good fit.

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