Providing Trusted Financial Planning and Advice

At Ferris Wheel Finance, Inc., we offer a new spin on an old idea. We are dedicated to teaching and advising our clients about money, investing and planning in straightforward, understandable ways. Together, we can confidently plan and manage for your success. Looking for a fresh perspective?

Take the first step and call Kate at 941.483.3600 for a complimentary, no-obligation consultation.


We are a fiduciary looking out for the best interest of our clients. We take that legal and ethical relationship very seriously.


We provide independent, fee-based financial planning and investment advisory services.


We maintain our high level of service, individualized attention and custom-tailored planning by intentionally serving fewer clients to foster true relationships.

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