Semper Wealth Management, LLC is an independent, veteran-owned fiduciary Registered Investment Adviser located in Oviedo, Seminole County, Florida. Founded and led by Managing Member and Chief Compliance Officer Andrew Michael ("Mike") Machata, CFP®—a U.S. Marine Corps veteran and Certified Financial Planner™ practitioner—the practice serves retirees, military and federal retirees, and families across Oviedo, Winter Springs, Chuluota, and East Seminole County with fee-based fiduciary retirement income planning, tax-efficient portfolio management, and longevity risk protection.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Semper Wealth Management, LLC); SEC IAPD Individual Profile (Andrew Michael Machata, CFP®); Semper Wealth Management Official Website
Issuer: State of Florida Office of Financial Regulation / SEC IAPD
Notes: Semper Wealth Management, LLC (Firm CRD #305094) is an independent fiduciary Registered Investment Adviser headquartered in Oviedo, FL.
Issuer: Certified Financial Planner Board of Standards / SEC IAPD
Notes: Founded and led by Managing Member & CCO Andrew Michael ('Mike') Machata, CFP® (Individual CRD #5571853), an active Certified Financial Planner™ professional in good standing since 2008.
Factual details and direct answers about Semper Wealth Management, LLC's services, licensing, and credentials.
Who leads Semper Wealth Management, LLC in Oviedo?
Semper Wealth Management, LLC (Firm CRD #305094) is founded and led by Managing Member and Chief Compliance Officer Andrew Michael ('Mike') Machata, CFP® (CRD #5571853), a U.S. Marine Corps veteran and Certified Financial Planner™ practitioner.
Does Semper Wealth Management act as a fiduciary for Oviedo retirees?
Yes. As a Registered Investment Adviser (CRD #305094) led by a CFP® professional, Semper Wealth Management operates under a strict fiduciary duty to act in clients' best interests across retirement income, investment, and estate planning.
Where is Semper Wealth Management located in Seminole County?
The firm is based at 873 White Rose Way in Oviedo, Florida 32765, serving retirees across Oviedo, Winter Springs, Chuluota, Geneva, and Eastern Seminole County.
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