Lake Mary, FL
Introducing our Parent Company...

Robo Advisor™

Welcome to Robo Advisor™, where our mission is to transform the financial services industry through the power of technology and personalized guidance.

Our journey began in 1990 when Robo Advisor™ was founded by a visionary CEO with a passion for revolutionizing the financial services industry using technology. With a team of experienced financial advisors and cutting-edge technology, we offer a comprehensive service package that includes investing, retirement planning, insurance, and estate planning. Our goal is to provide you with the support and resources necessary to take control of your financial future.

The Big Boss

Meet our Visionary Founder & CEO

Jeffrey J. Hovermale founded Robo Advisor™ with the goal of revolutionizing the financial services industry and is committed to making our services accessible to everyone by offering solutions at minimal or even zero cost.


Years of Influence
Jeffrey J. Hovermale
Jeffrey J. Hovermale

As a passionate advocate for using technology to transform the financial landscape, Jeffrey envisioned empowering all individuals to take control of their financial futures. He brought this vision to life by developing innovative technological solutions, which now form the backbone of our comprehensive suite of investment tools and services.

Explore Annuity Features

It's important to carefully consider the features and benefits of annuities, as well as the potential drawbacks, such as fees and surrender charges, before making a decision to invest in one. Before making a decision, it may be helpful to talk to a financial advisor to help you understand the pros and cons of annuities and determine whether they are a good fit for your financial situation.

Getting you there is why we're here...

Dynamic and Talented Professionals: Reinventing the Financial Future

With decades of experience in the industry, we're more than just a financial services organization – we pride ourselves on being a trustworthy, conservative organization that you can depend on.

We believe that everyone deserves access to high-quality investment management. Our algorithms analyze your financial situation and investment goals to create a customized portfolio that's just right for you. Say goodbye to cookie-cutter portfolios that don't take your unique needs into account.

At Robo Advisor™, we know that retirement planning can be overwhelming, especially when you're faced with complex financial decisions. That's why we take a personalized approach to investment management, using cutting-edge technology to help you achieve your financial goals. Whether you're looking to grow your wealth or protect your assets in retirement, we have the resources and expertise to help you make smart investment decisions.

We offer a range of insurance products to help protect you and your loved ones, including life insurance, disability insurance, and long-term care insurance. Our team of experts analyzes different insurance products to ensure you're getting the best value for your money.

Our Philosophy...

Complete Support to Achieve Your Financial Goals

At Robo Advisor™, our technologies are designed to enhance and support the entire process of delivering sound and reliable financial advice, all while staying true to our core values of integrity, transparency, and innovation. By combining the expertise of our financial advisors with the power of our innovative technology, we are dedicated to helping you secure a prosperous future.