About Us
What We Strive For
Space Coast Wealth Advisors was founded in 2019 in Brevard County, Florida. We opened Space Coast Wealth Advisors to provide ongoing support to these clients. We now have two office locations: in Viera and Indian Harbour Beach, Florida.
Whether you are planning for retirement, education savings, insurance protection or tax efficiency, we are here to guide you every step of the way. We will monitor your investments regularly and make adjustments as needed to help keep you on track. You can rely on our expertise for personalized advice and dedicated service.
Why We Do What We Do
Our mission at Space Coast Wealth Advisors is to embrace and empower our clients as our family. By taking ownership of our own financial future, we in turn can help teach and assist others in doing the same. Our team specializes in providing comprehensive financial planning and investment management to help our clients pursue their financial goals. We pride ourselves on getting to know each client personally and creating customized financial plans to fit their unique needs and situations.
A Look Into Our Process
We take a tailored, step-by-step approach to financial planning for each client. Here is an overview of our 7-step process:
Understanding Your Personal & Financial Circumstances
We take the time to understand your unique financial situation, goals, values and risk tolerance through in-depth discussion and profiling.
Identifying &
Selecting Goals
We help you identify specific short and long term financial goals and priorities like retirement, education savings, insurance needs, etc.
Analyzing Current
Course of Action
We analyze your current finances and projected future cash flows to see if you are on track towards your goals or if adjustments need to be made.
Developing Recommendations
We develop a customized financial plan with specific recommendations to help you pursue your goals.
Presenting Recommendations
We meet with you to present the financial plan, discuss our recommendations, and answer any questions you have.
Implementing Recommendations
We help you take action on the recommendations by coordinating with your attorney, accountant and other professionals.
Monitor & Review
We regularly monitor your progress and update the plan as needed for major life events and changing goals.
We invite you to contact us today to schedule a complimentary initial consultation. Let us show you how our holistic approach can help provide the clarity, confidence, and security you need to address all your financial objectives.
Seth Riddle
As the Owner of Space Coast Wealth Advisors, my primary responsibilities include running the firm and helping clients plan for a comfortable and secure financial future. I specialize in financial planning, estate planning and tax planning strategies, and I am always willing to share my knowledge to help clients as they strive to make more money and keep more.
I have worked in the financial services industry for over 23 years, previously with Space Coast Credit Union. In 2013, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Prior to beginning my career, I attended Colorado Mesa University.
When it comes to my job, I most enjoy helping make a difference in folks' personal finances. Not everyone is good with money, and I strive to fill the gap to help them pursue their goals. I believe that the greatest value I can provide for my clients is logic with a supportive attitude.
A native of Durango, Colorado, I currently live in Viera, Florida with my wife, Maria. Together, we have two sons, Dylan and Blake. When I am not servicing clients, I have been volunteering with local nonprofits, mainly serving on the Board of Directors to shape the future path. I help by bringing my knowledge about building and maintaining a successful business. In my free time, I have a passion for building things. Whether it is fixing a car or remodeling an entire house, I can do mostly everything when it comes to working with my hands.
Client Centered
We invite you to contact us today to schedule a complimentary initial consultation. Let us show you how our holistic approach can help provide the clarity, confidence, and security you need to address all your financial objectives.