About Us

Independent advice, built around the people we serve.

For more than thirty years, Signature Financial Solutions has helped individuals, families, and business owners navigate the financial decisions that shape their lives. We are an independent, advisor-led firm that puts experience, integrity, and personal connection at the center of every relationship.

30+ Years Independent Florida & Nationwide Fiduciary Mindset
Who We Are

A different kind of advisory firm

Signature Financial Solutions is built on a simple idea: experienced professionals working together can deliver better outcomes than any one advisor alone. Our team brings deep expertise, broad capabilities, and a shared commitment to doing right by every client.

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Our story

From one local office to a regional firm with national reach

Signature Financial Solutions began as a small office with a clear conviction: independent, advisor-driven advice would always serve clients better than the alternative. That belief has carried us from a single Tampa location to a multi-office firm with advisors and affiliate practices across Florida and beyond.

Our six founding advisors — Robert Coleman, Xavier Pujol, Darren Brewis, Kevin Maltezo, Michael Quick, and Rick Serra — built the firm around a shared idea. Experienced professionals would collaborate openly, share best practices, and grow together, without ever sacrificing the personal connection that good financial advice requires.

Today, that vision has grown into a network of Signature Financial Professionals and partner firms serving individuals, families, and business owners across the country. The mission has not changed: surround ourselves with great people, equip them with strong tools and resources, and give them the freedom to serve clients the right way.

30+ Years guiding clients through life's financial decisions
6 Founding advisors with decades of combined experience
Multi Office locations across Florida and beyond
Independent Advisor-owned and committed to staying that way
What sets us apart

Three things that shape how we work

The difference often shows up in how a firm makes decisions, who it answers to, and how it treats the people it serves.

Independent advice given without pressure

Independent Fiduciary Advice

We are an independent, advisor-led firm. That means our recommendations are shaped by your goals — not by quotas, sales pressure, or anyone else's agenda.

A team of experienced advisors collaborating

Multi-Advisor Expertise

You are not limited to the perspective of a single advisor. Our network brings deep specialties in retirement, tax planning, risk, and business strategy — so the right experience is always available when you need it.

Local advisors who understand their communities

Local Presence, Broader Reach

With offices across Florida and a national footprint of affiliate practices, you get the responsiveness of a local advisor and the resources of a larger firm working on your behalf.

Get to know us

The people, the leadership, and the places behind the firm

Independent advice starts with the people giving it. Learn more about our team, our founders, and where we are located.

Meet the Leadership Team at Signature Financial Solutions

Leadership Team

Meet the leaders shaping the direction of Signature Financial Solutions and the way we serve clients across the firm.

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The founding advisors of Signature Financial Solutions

Founding Advisors

Get to know the six founding advisors whose shared vision built the firm — and continues to shape how we serve clients today.

Meet the Founding Advisors →
Signature Financial Solutions office locations

Office Locations

From our Tampa headquarters to additional offices across Florida and beyond, find the location nearest you.

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Take the next step

Ready to start a conversation?

Whether you have a specific question or simply want to understand your options better, a short, no-pressure conversation is the simplest place to begin.