Xcel Wealtm Management

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101 2nd St Ste 402
Daytona Beach, FL 32117
+1 (386) 872-3440
https://xcelwealth.com

Xcel Wealth Management is an independent financial services firm based in Daytona Beach, FL, specializing in asset management and financial planning for high net worth clients. By focusing on personalized service and collaboration with other professionals in taxation, estate planning, and business exit planning, Xcel develops tailored roadmaps that aim to achieve clients' financial goals and enhance their retirement income.

Founded by University of Florida alumni Jon S. Xynidis and Erick Palacios, Xcel Wealth Management has been recognized on the Gator100 list for its rapid growth and commitment to client satisfaction. With a compound annual growth rate of 61.07%, the firm has established itself as a trusted advisor, encouraging clients to think beyond traditional returns and create measurable plans for their financial futures.

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