Dolphin Financial Group Clearwater, FL

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Our Goal: We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. We want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding "guesswork" and the "unknown".

Our Specialty: We specialize in providing guidance on the financial questions many people face during, and leading up, to retirement.

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Our Philosophies:

  • Keep things simple - we use easy to understand language and educate our clients
  • Independence - we work for you and have no corporate influence or puppet strings
  • Income first - we make sure you can pay the bills, even after you stop working
  • Act In Your Best Interests - We act as a fiduciary and must do what is best for our clients (not our pockets)
  • Comprehensive Service - We go beyond investments and review all financial aspects of life (holistic advice). We may not have the answer, but we make sure the answer is found and aligns with the overall plan.
  • No Pressure - We avoid high pressure tactics and there is never an obligation to become a client
  • Meet The Team

    Daniel J. Wendol, CEO
    Your "Financial Coach"

    Good advice delivers peace of mind
    As an investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. Dan is dually licensed as an Investment Advisor Representative and an Insurance Agent which allows him to utilize a variety of tools and strategies to assist people.

    Sub-advisors

    Betterment
    Your "Robo Team"

    Automated investments, with a human touch
    Your Robo Team brings years of investment experience and credentials that include PhDs, a CFA charterholder, and a CFP professional to every Betterment goal.

    The team members listed as "Strategic Partners" are not employed or compensated by Dolphin Financial Group. Strategic Partners are affiliated with Dolphin Financial Group as outside resources working to provide services in coordination with Dolphin Financial Group on a case by case basis. Separate privacy disclosures and agreements are provided prior to any information being shared with a Strategic Partner.