AimWell Financial

AimWell Financial is a fee-only financial planning firm based in St Petersburg, Florida, dedicated to helping individuals and business owners in the Tampa Bay area achieve their life goals and build lasting financial wellness.

We understand that financial planning is more than just investments; it’s about aligning your money with your values, dreams, and priorities. Our approach begins with truly listening to our clients – understanding their unique circumstances, fears, and aspirations – to create a personalized plan that supports a healthy, balanced, and fulfilling life.

Unlike many firms that focus solely on portfolio performance, AimWell Financial integrates financial planning with mindful wellness principles, helping clients make sound choices and pursue financial confidence. We specialize in retirement planning, investment strategies, estate planning, and insurance review, alongside educational funding, tax planning, and behavioral finance.

AimWell Financial and its founder, Amy Powell, CFA®, are regularly featured for their client-centered approach to financial planning, including published insights in Forbes and articles highlighting the firm’s work in the community and the industry. We are committed to helping you create a roadmap to financial success, reflecting your values and supporting your overall well-being.