Serving Liberty County retirees, multi-generational Apalachicola River and Telogia Creek timberland owners, retired state commuters in Hosford (32334) and Bristol (32321), and Florida Retirement System (FRS) DROP participants who require institutional fee-only SEC-Registered Investment Advisers (RIAs), CPA-integrated wealth management, or bank-trust-integrated fiduciary advisory along the State Road 20 East corridor into Tallahassee (28 miles east of Hosford) and Quincy (24 miles northeast of Hosford): (1) Capital City Strategic Wealth & Capital City Investments (offered through SEC-registered investment adviser and FINRA/SIPC broker-dealer LPL Financial LLC, Firm CRD #6413 / SEC File #801-10970, Sunbiz Doc# M11000000644, paired with Florida state-chartered corporate fiduciary Capital City Trust Company, FL OFR Charter #70239 / Sunbiz Doc# P94000090624 at 217 N Monroe St & 304 E Tennessee St, Tallahassee, FL 32301 and 4 E Washington St, Quincy, FL 32351, (850) 402-8020 / (850) 402-7507 / (850) 404-6067), staffed by Chartered Retirement Planning Counselor™ Daniel Douglas 'Danny' Etheridge, CRPC®, CKA® (Individual CRD #6189560, 0 disclosures), Strategy Process Manager Benjamin Ford 'Ben' Bowersox, CFP® (Individual CRD #6538503, 0 disclosures), Certified Financial Planner™ Noah Hill King, CFP®, AAMS®, APMA® (Individual CRD #6157227, 0 disclosures), Senior Financial Advisor Gregory Neil 'Greg' Mayes (Individual CRD #4768303, 22+ years experience, 0 disclosures), and Certified Plan Fiduciary Advisor® Benjamin Alfons 'Ben' Welter, CPFA® (Individual CRD #4987337, 0 disclosures); (2) Strictly Fee-Only NAPFA / SEC-Registered Fiduciary RIAs in Tallahassee — Smith Bruer Advisors, LLC (Firm CRD #284508 / SEC File #801-116727, 1700 Summit Lake Dr, Ste 102, Tallahassee, FL 32317, (850) 877-0803), co-led by René L. Bruer, CFP®, MBA (Individual CRD #5354585, 0 disclosures) and George Marshall Smith, CIMA® (Individual CRD #2016997, 0 disclosures), alongside Seven Hills Financial, LLC (Firm CRD #143190 / SEC File #801-129414 — Hanna Price Molta, CFP®, Individual CRD #6945636 & Jeffrey A. Johnson, ChFC®, CLU®, Individual CRD #2813334, 0 disclosures) and Mariner Wealth Advisors (Firm CRD #140195 / SEC File #801-66534 — J.R. Saginario, CFP®, AEP®, Individual CRD #3173658 & Renee N. Langlais, CFP®, CRPC®, Individual CRD #5713750); and (3) CPA-Integrated & National Timberland/Estate SEC RIAs Serving North Florida — Thomas Howell Ferguson P.A. (#AD0015619, 2615 Centennial Blvd, Ste 200, Tallahassee, (850) 668-8100) & Sovereign Wealth Advisors LLC (Firm CRD #188524 / SEC File #801-98346, utilizing LPL Financial CRD #6413), Koss-Olinger Consulting, LLC (Firm CRD #111855 / SEC File #801-58175 [cross-ref #801-55281], specializing in multi-generational North Florida timberland and agricultural estates), Buckingham Strategic Wealth, LLC (Firm CRD #143323 / SEC File #801-67640), and Carson Wealth / CWM, LLC (Firm CRD #155344 / SEC File #801-72037) (acceptsMedicaid: false).
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Danny Etheridge, CRPC® (CRD #6189560), Ben Bowersox, CFP® (CRD #6538503) & Greg Mayes (CRD #4768303); SEC IAPD — Smith Bruer Advisors (#284508), Sovereign Wealth (#188524), Koss Olinger (#111855), Buckingham (#143323) & Carson Wealth (#155344); Capital City Strategic Wealth & Capital City Trust Company (#P94000090624 / FL OFR #70239) — Official Portal
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA, CFP Board & Florida Office of Financial Regulation (OFR)
Notes: Verified 2026-10-26 via FINRA BrokerCheck & SEC IAPD: Capital City Strategic Wealth and Capital City Investments operate through LPL Financial LLC (CRD #6413, SEC #801-10970) across Tallahassee (217 N Monroe St & 304 E Tennessee St, (850) 402-8020) and Quincy (4 E Washington St, (850) 402-7507), with clean-record fiduciaries Danny Etheridge, CRPC®, CKA® (CRD #6189560), Ben Bowersox, CFP® (CRD #6538503), Noah H. King, CFP® (CRD #6157227), Greg Mayes (CRD #4768303), and Ben Welter, CPFA® (CRD #4987337).
Issuer: U.S. Securities and Exchange Commission (SEC) / CFP Board
Notes: Verified 2026-10-26 via SEC IAPD: Provides Liberty County retirees and timberland owners with fee-only fiduciary RIA and CPA-integrated wealth management along the SR-20 East Tallahassee corridor.
Factual details and direct answers about SR-20 East (Tallahassee) Fee-Only & Independent SEC-Registered Investment Adviser (RIA) Corridor — Part 2: Capital City Strategic Wealth (Danny Etheridge, CRPC® CRD #6189560, Ben Bowersox, CFP® & Greg Mayes via LPL #6413), Smith Bruer Advisors (#284508), Thomas Howell Ferguson / Sovereign Wealth (#188524), Koss Olinger (#111855), Buckingham (#143323) & Carson Wealth (#155344)'s services, licensing, and credentials.
How can retirees in Hosford (32334), Telogia (32360), and Bristol (32321) access Capital City Strategic Wealth and Capital City Trust Company?
Liberty County residents traveling 24 miles northeast on SR-267 to Quincy (4 E Washington St, Quincy, FL 32351, (850) 402-7507) or 28–42 miles east on State Road 20 (West Tennessee Street) into Tallahassee (304 E Tennessee St & 217 N Monroe St, Tallahassee, FL 32301, (850) 402-8020 / Trust (850) 402-8100) can meet directly with Capital City Strategic Wealth advisors—including Danny Etheridge, CRPC®, CKA® (CRD #6189560), Ben Bowersox, CFP® (CRD #6538503), Noah H. King, CFP® (CRD #6157227), and Greg Mayes (CRD #4768303) via SEC-registered LPL Financial LLC (CRD #6413 / SEC #801-10970)—alongside corporate trust officers at Capital City Trust Company (FL OFR Charter #70239).
Which strictly fee-only SEC-Registered Investment Advisers (RIAs) and timberland wealth specialists serve Liberty County families?
For retirees seeking a strictly fee-only SEC fiduciary (accepting zero commissions), Smith Bruer Advisors, LLC (CRD #284508 / SEC #801-116727, 1700 Summit Lake Dr, Ste 102, Tallahassee, (850) 877-0803 — René L. Bruer, CFP® #5354585 & George M. Smith, CIMA® #2016997) and Seven Hills Financial, LLC (CRD #143190 / SEC #801-129414 — Hanna P. Molta, CFP® #6945636) operate in Tallahassee, alongside CPA-affiliated Thomas Howell Ferguson P.A. (#AD0015619) / Sovereign Wealth Advisors (CRD #188524 / SEC #801-98346), North Florida timberland wealth specialists Koss-Olinger Consulting, LLC (CRD #111855 / SEC #801-58175), Buckingham Strategic Wealth (CRD #143323 / SEC #801-67640), and Carson Wealth / CWM, LLC (CRD #155344 / SEC #801-72037).
Connect with complementary legal, financial, and residential providers serving seniors in Bristol and Liberty County.
Liberty County Clerk of the Circuit Court & Probate Division (Hon. Daniel 'Danny' Stanley), County Court Bench (Hon. Kenneth L. Hosford / Hon. Christopher D. Bufano), Property Appraiser Cindy W. Walker, CFA & Resident Bristol / Hosford Attorneys (William H. Webster, Esq., Summers Law Firm, P.A. & County Counsel)
Bristol, Liberty County
(850) 643-2215
Bristol (32321) & Immediate Cross-River Blountstown (4 Miles W) USDA Section 515, HUD Section 8 & FHFC LIHTC Subsidized Apartment Inventory — Sutton Creek Apartments (#A07539), Chipola Manor (#A22555) & Fuqua Circle (#FL015000004)
Bristol, Liberty County
(850) 674-4202
Liberty Oaks ALF LLC (Formerly Lake Mystic Assisted Living Facility / Varnum's Rest Home — AHCA #AL6026, 45 LMH Beds in Bristol) & Cross-River Blountstown Assisted Living Network — Rivertown Assisted Living (#AL12439, 30 Beds / 26 OSS) & Rivertown Senior Care (#AL12565, 20 LMH Beds)
Bristol, Liberty County
(850) 643-5155
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Fiduciary Financial Planners in Florida →
How to verify SEC IARD (#801-...) and FINRA BrokerCheck CRD numbers for fee-only RIAs serving Liberty County.
Florida Property Tax Exemptions for Seniors →
Coordinating Liberty County timberland greenbelt classifications, homestead exemptions, and living trust administration.
Centennial Bank — Bristol Branch (Sole In-County FDIC Bank in Liberty County — FDIC #11241, f/k/a Wakulla Bank & C&L Bank of Bristol) & Cross-River Blountstown Banking Hub (PeoplesSouth Bank, Cadence / Regions Bank & Ameris Bank)
Bristol, Liberty County
Calhoun Liberty Credit Union (In-County Bristol Branch & Blountstown HQ — NCUA #67431 / #68493) & Envision Credit Union / Addition Financial (#68173 / #68490) — With First Commerce Credit Union (#68301 / #68385 — Six Pillars CFP® Desk) & First Federal / SunState Credit Union Network
Bristol, Liberty County
SR-20 East (Tallahassee — 28 Mi. E of Hosford / 42 Mi. E of Bristol) & SR-20 / SR-71 West SEC-Registered CFP® Fiduciary Wealth Corridor — Part 1: Edward Jones (CRD #250), Raymond James (CRD #705 / #6694), Strategic Planning Partners (Timothy J. Hummel, CFP®) & PlanMember Securities
Bristol, Liberty County
Capital City Trust Company (FL OFR Charter #70239 / Sunbiz #P94000090624) & Capital City Bank (FDIC #9622 — Quincy & West Tallahassee SR-20 Corridor) — With Centennial Bank Trust (#11241), Synovus Trust Company, N.A. (FDIC #873) & Hancock Whitney Bank Trust (FDIC #12051 / #12054)
Bristol, Liberty County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.