Xcel Wealth Management is an independent financial services firm based in Daytona Beach, FL, specializing in managing assets and developing efficient plans for high net worth individuals and business clients to reach their financial goals. With a focus on creating measurable retirement plans, Xcel challenges clients to think beyond their rate of return and strategically allocate savings to maximize income during retirement years.
Recognized for their exceptional growth, Xcel Wealth Management has been named to the University of Florida's Gator100 list for two consecutive years. Led by UF alumni Jon Xynidis and Erick Palacios, Xcel is committed to providing professional, trustworthy, and personalized service to their clients. They work closely with other professionals in areas such as taxation, estate planning, and business exit planning to ensure comprehensive and centralized care for their clients' financial needs.
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