Your Partner in Financial Clarity and Confidence.

Secure Your Financial Future Today

Your financial security deserves a strategic approach that grows with Central Florida's dynamic economy. With four decades of industry experience and advanced credentials including CFP® and ChFC®. We create comprehensive financial planning and wealth management plans that address your unique circumstances. Whether you're a business owner in Heathrow's professional corridor or planning retirement in Lake Mary's established neighborhoods, you'll receive personalized attention that puts your interests first.

Breen Financial Management helps Central Florida residents and business owners build tax-efficient wealth through personalized financial planning in Lake Mary. We understand that your financial goals extend beyond simple investment returns — you need strategies that adapt to changing markets, tax laws, and life circumstances.

You'll work directly with experienced professionals who maintain transparency through fee-based planning models. Our approach combines comprehensive portfolio management with advanced investment structures like REITs and Delaware Statutory Trusts, ensuring your wealth grows efficiently. We coordinate with your existing advisors and provide clear communication throughout every step of the planning process.

Breen Financial Management brings integrity and continuous education to every client relationship, with credentials earned from respected institutions including the American College and College for Financial Planning. Our Lake Mary location serves the unique needs of Central Florida's growing professional and retiree communities, from Heathrow's corporate executives to Timacuan's established families.

Contact us for a complimentary consultation to discuss your financial planning goals in Lake Mary.

Why Central Florida Chooses Our Expertise

Breen Financial Management combines four decades of industry experience with advanced credentials from institutions like Clemson University and the American College. Our Lake Mary practice understands Central Florida's unique financial landscape, from the professional communities in Heathrow to the established neighborhoods throughout Seminole County.

You'll benefit from our commitment to transparency and continuous education, ensuring your financial plan incorporates the latest industry developments and regulatory changes. Our fee-based model eliminates conflicts of interest, and our fiduciary responsibility means your best interests always come first.

Contact Breen Financial Management in Lake Mary to begin building your comprehensive financial strategy.