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Walsh & Associates

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Sarasota, FL
Walsh & Associates

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Financial advisor serving Sarasota, FL, DeKalb, IL, Schaumburg, IL, and beyond with comprehensive wealth management services.

We simplify and manage your financial life
and always act in your best interest. Walsh & Associates is a family-led fiduciary financial advisory firm serving Sarasota, FL, DeKalb, IL, and clients nationwide. Founded in 1986 by Joe Walsh Jr., we’ve grown from a small local practice into a trusted team of 14, including Joe’s sons, who share his commitment to client-first planning. Backed by LPL Financial, we offer unbiased guidance and personalized strategies to help you build lasting financial confidence. Disclosures:

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. finra.org sipc.org"

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/02/2026

🍂 As the seasons change, we're reminded to appreciate the simple moments that make life meaningful. Sometimes the little things become the memories we treasure most.

10/31/2026

🎃👻 Halloween is all about fun, family, and a little bit of magic.

Whether you're carving pumpkins, passing out candy, or enjoying your favorite fall traditions, we hope your day is filled with laughter, great memories, and plenty of treats.

From all of us at Walsh & Associates, we wish you a safe, happy, and festive Halloween!

10/30/2026

TSA PreCheck®, Global Entry, and Clear can help you spend less time waiting and more time enjoying your trip. Learn the differences and which option may be the best fit for your travel habits. 👉 Read the blog to learn more.

The Wall Street Journal's travel columnist’s guide to sorting out the differences between TSA PreCheck, Global Entry and Clear.

10/27/2026

🎉 Happy Birthday, Tom! 🎂

We hope the year ahead brings many reasons to celebrate and exciting opportunities along the way.
Join us in wishing Tom a very happy birthday! 🎉

10/26/2026

The future isn't created overnight. It's shaped by the choices, habits, and plans we put into motion today.

10/23/2026

Could some of your retirement income be tax-free? 💡
Explore strategies that may help improve tax efficiency and support your long-term financial plan.

👉Read our latest blog: walshandassociates.com/blog/390-generating-tax-free-income

10/21/2026

No two financial journeys are exactly alike.

Your goals, values, priorities, family dynamics, and vision for the future are uniquely yours. Your financial strategy should reflect that.
At Walsh & Associates, we believe planning is most effective when it's built around the individual, not a template.

This Financial Planning Month, consider whether your current plan is truly designed around your circumstances and the future you're working to create.

Ready to start the conversation? https://www.walshandassociates.com/contact/schedule-initial-meeting

10/19/2026

Learning is one of the most valuable investments you can make. Small insights today can lead to better decisions tomorrow.

10/16/2026

Is your Medicare coverage still the right fit? 🩺 Open Enrollment is the perfect time to review your options and prepare for the year ahead. 👉 Read the blog to learn more.

Each year Medicare offers an opportunity to review coverage options and make changes.

10/14/2026

Financial success looks different for everyone.

For some, it means retiring comfortably. For others, it means supporting family, pursuing philanthropic goals, creating flexibility, or building a lasting legacy.

A comprehensive financial plan helps connect your resources to the outcomes that matter most to you.
This Financial Planning Month, take time to reflect not only on how you're building wealth, but why.

Learn more about our planning philosophy: https://www.walshandassociates.com/

Address

2350 Fruitville Road, Suite 201
Sarasota, FL
34237

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19419551188

Website

https://www.walshandassociates.com/

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