About Us

Advisors meeting with clients in a conference room

Kissimmee, FL

Our Story

Built for people who want their money to work harder

Money Fintech Guide began in Kissimmee, Florida, after our founders kept meeting hardworking people who were doing everything at once. They were paying down high-interest cards, opening trading apps, buying homes and hoping it all added up. Most were missing a plan that tied those decisions together.

So we built a practice around one idea: every money move should have a purpose and a rule. We start with the loans you already carry, because cheaper borrowing frees cash to invest. Then we put protection in place and set clear guidelines for investing and trading, so growth comes from discipline rather than luck.

Today we serve individuals, families, active investors and small business owners across Central Florida and the USA with loans, investment planning, tax advice and insurance, all coordinated by one advisor who knows your full picture.

Our Mission

To give every client a written, rules-based plan for borrowing, protecting and growing money, with honest advice and costs explained in full.

Our Vision

A community where people approach the markets with patience and confidence, use debt as a tool and build wealth that lasts for generations.

Our Values

The principles behind every recommendation

Clarity

No jargon. We explain rates, risks and fees in plain language you can act on.

Integrity

We recommend what fits your goals, even when that means doing less, not more.

Discipline

Clear rules for risk and steady habits beat bold guesses over the long run.

Community

We are proud to serve Kissimmee, Osceola County and the wider Orlando area.

Our Approach

Advice that connects borrowing, protecting and growing

We start with cash flow. Knowing where your money goes shows which debts to restructure first.
We lower the cost of debt. Consolidation, refinancing and credit building free up money every month.
We guard the downside. Insurance, a cash reserve and position limits keep one setback from becoming a crisis.
We grow with rules. Savings are invested on a timeline that suits you, with clear guidelines for any active trading.

See Our Services

Testimonials

Clients who trade and grow with a plan

“I used to trade on gut feeling and lost more than I made. Money Fintech Guide helped me set clear position limits and build a long-term portfolio alongside a small trading account. I finally sleep well.”

DRDaniel Rivera

“They walked us through every mortgage option for our Kissimmee home and compared the loan estimates side by side. No pressure, just straight answers that made the decision easy.”

LHLauren Hayes

“Consolidating three credit cards into one personal loan cut my interest costs and gave me a payoff date. The money I saved now goes straight into my brokerage account every month.”

MOMarcus Owens

“Their tax team showed me how to time my investment sales and place funds in the right accounts. I kept more of my gains this year than I ever have before.”

SPSofia Patel

“As a small business owner I needed a credit line I could rely on. They found one with fair terms and helped me raise my credit score so the rate improved at renewal.”

JWJason Whitfield

“They reviewed our life and disability coverage and found better protection for less. Knowing my family is covered means I can leave my investments alone during rough markets.”

ECEmily Carter