It’s not what you make. It’s what you keep.
When David Payne founded our firm in 1978, he had this philosophy in mind. Throughout his nearly four decades in the industry, David has helped countless investors maximize their wealth and enjoy the retirement they deserve. While working with individuals and families of all backgrounds, he has become an independent provider of investment and retirement planning services to school district employees throughout the state of Florida. David and his team of professionals are among some of the most trusted advisors in the industry, having formed an exclusive contract with BENCOR and other leading firms.
Today, Payne Financial Group has expanded into a multi-generational, family-run office with over $250 million in assets under advisement. While David’s leadership remains integral to the firm, he reinforced his experience and knowledge by partnering with his son, Travis, who formed his own practice in the industry. By merging both firms, Payne Financial Group continues its heritage of excellence in helping clients enjoy greater financial independence.