Telephone:    813-645-3888

FAX:     813-258-8200

Your time is valuable and we respect that. To make the most efficient use of your time and ensure you receive value from our very first dialogues, we invite you to receive a complimentary copy of Values-Based Financial Planning™ by Bill Bachrach. This authoritative book describes a philosophy that we have incorporated throughout our practice and that we believe is critical to a successful financial plan, whether you are doing it yourself or working with an advisor you trust.

Values Based Financial Planning


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Mangrove Wealth Services has a singular mission...to help people make smart choices about their money so they can achieve their goals for the reasons that are important to them.

Achieving goals is going to be the evidence that you’ve made the smart choices that allow you to live the quality of life that you value most. That’s why we spend a great deal of time getting to know you and what you value. We want to build a game plan, a written step-by-step plan of action for you, that is in total alignment with those values and gives you a higher probability of success.

As your trusted advisor, we pledge to act as your fiduciary which means we act in your best interest. We do not sell products...we provide service. As a fee-only advisor, we do not receive any compensation or benefit that is contingent on our clients’ purchase or sale of a financial product.

While we encourage you to explore our website to better understand what we do, we strongly believe the best way to truly appreciate the value we provide is to experience it for yourself.


“When your values are clear your decisions are easy.”
-- Roy Disney