Talon Wealth Management (Talon LLC, CRD# 298714 / SEC# 801-114857) is an independent SEC-Registered Investment Adviser headquartered at 11974 County Road 101 (Suite 103) in The Villages, Sumter County, Florida (ZIP 32162). Founded and led by Managing Member and CEO Robert Michael 'Mike' Lester Jr. (CRD# 4885592), Talon Wealth Management serves thousands of retirees across The Villages and Central Florida with fee-based fiduciary portfolio management, active downside risk management, written retirement cash-flow projections, tax-minimized RMD and Roth strategies, and Social Security optimization.
Official Verification Sources: SEC IAPD — Talon LLC / Talon Wealth Management (CRD# 298714 / SEC# 801-114857); Talon Wealth Management — Official Website
Issuer: U.S. Securities and Exchange Commission (SEC IAPD)
Notes: Active independent SEC-registered fiduciary RIA headquartered at 11974 County Rd 101, Suite 103, The Villages, Sumter County, FL 32162.
Factual details and direct answers about Talon Wealth Management (Talon LLC — Mike Lester, Founder & CEO)'s services, licensing, and credentials.
Is Talon Wealth Management in The Villages an independent SEC-registered fiduciary?
Yes. Talon LLC d/b/a Talon Wealth Management (CRD# 298714 / SEC File #801-114857), founded by Mike Lester (CRD# 4885592), is an independent SEC-Registered Investment Adviser headquartered in The Villages, FL.
What is Talon Wealth Management's approach to retirement portfolio risk?
Talon Wealth Management pairs active tactical risk management designed to limit major market drawdowns with customized written retirement income plans covering RMDs, taxes, Social Security, and healthcare inflation.
Where is Talon Wealth Management headquartered in Sumter County?
The headquarters is located at 11974 County Rd 101, Suite 103, The Villages, FL 32162, and can be reached at (352) 751-3200.
Connect with complementary legal, financial, and residential providers serving seniors in The Villages and Sumter County.
Trotter & Soulsby, P.A. (Mary Frances Trotter, B.C.S. & Edward W. Soulsby, B.C.S. — Dual Board Certified Elder Law Specialists)
The Villages, Sumter County
(352) 205-7245
The Villages — Lake Sumter Landing & Brownwood (Sumter Landing CDD, Brownwood CDD & VCDDs 1–15)
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(352) 751-3939
Buffalo Crossings Assisted Living & Memory Care
The Villages, Sumter County
(352) 674-4700
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
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Medicare Savings Programs in Florida →
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Florida Medicaid Long-Term Care Guide →
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Parady Financial Group (Parady Wealth Management, LLC — Brownwood Headquarters)
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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.