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Our Story

At the core of our beliefs lies a profound commitment to education. For us, planning transcends mere numbers; it is a testament to the significance of effective communication within any relationship. In contrast to conventional advisory connections that revolve around products, we place greater emphasis on understanding the expectations and dynamics of the relationship.

While investment and insurance products are readily available, our experience truly shines when orchestrating a comprehensive plan that brings them all together.

At Florida Medical Advisors, we are grounded in guiding principles that revolve around your well-being, and we operate as a cohesive team, striving to secure your financial independence. Our unwavering dedication to continuous education is reflected in our Financial Consulting, Continuing Education Webinars, Articles, Videos, and Engagementsat Local Associations, National Conferences, and Medical Residencies, Fellowships, and Dental Schools.

Client Centered

Founded by Chris Fontana and his early partner, Trip Higginbotham, Florida Medical Advisors came about from the natural affinity Chris had with the medical community in the greater Tampa Bay area, and specifically at the University of South Florida. From the early days of the practice, Chris had developed a way of communicating complex financial principles and topics to the residents and fellows in a way that was both easy to understand and simple to implement into their lives on a residents salary.

From that early success, Florida Medical Advisors was born and began serving the USF community through their "Financial
Residency" curriculum, eventually moving on to begin offering the same curriculum to the University of Florida in Gainesville and then Jacksonville.

As the practice grew by 2 new advisors, FMA was invited to come and begin speaking and teaching at the University of Florida College of Dentistry, LECOM Dental School and the College of Dental Medicine at NOVA Southeastern.

Client Centered

In 2017 FMA attended their first Florida Dental Convention at the Gaylord Palms in Orlando, Florida and they now serve as regular exhibitors and speakers, offering Continuing Education and other credits for the dental community.

2022 saw the largest expansion of FMA yet as we were able to negotiate a special Guaranteed Standard Issue (GSI) Disability Plan for UF Health with one of the top disability providers in the country for physicians, Guardian. The overwhelming success of the plan paved the way for FMA to earn a second GSI for the Residents & Fellows at USF, USF-affiliated HCA programs and the Mayo Clinic among other institutions.

Today, in addition to the work our team does in the areas of Investments & Asset Management, Fee-Based planning, Practice Exit Planning and Estate Planning, FMA is the largest provider of disability insurance for the dental, medical & surgical Students, Residents & Fellows in the State of Florida.

Reach out to the FMA Advisors.

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