Excella Wealth Consulting is an independent financial services firm with offices in the Tampa Bay Area of Florida and Beaver, Pennsylvania. Our diverse team includes a U.S. military veteran and co-founder and a former Major League Baseball pitcher—each bringing unique experience and perspective to better serve our clients.
Here at Excella Wealth Consulting, we’re committed to helping you exceed your financial goals. Ours is a dual-prong approach to investing, focused on growing your assets and helping you generate stable income. Think of us as your personal financial partner. We’re in it for the long haul, and we have the resources to handle virtually any situation. We listen to you and get to know you as we work to develop a long-term relationship with one goal in mind: your financial success.
We work with people in a variety of professions and who are at different stages in their life. Our advantage is that we’re small enough to provide customized, one-on-one service, but experienced enough to make sense of even the most complex financial scenario. A personalized, professional consulting firm that’s dedicated to your long-term financial well-being—that’s Excella Wealth Consulting.
