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Bill Drexler, CFP® ChFC®

Custom Subscription-Based Financial Planning for Your Unique Life Journey
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WHO I work with

HOW I work with you

Financial Plans are as Unique as You!  ✨ Let's design a strategy that fits!

Living and Giving

Financial Freedom for Young Families


Just starting out?

Retirement and Legacy

Wellness Planning - Leave a Blessing

Nearing Retirement?

My Approach to Financial Planning

Featured YouTube Video

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Accumulation Phase

Phase 1 of Your Financial Life

How to grow


Phase 2 of Your Financial Life

How to protect

Legacy Phase

Phase 3 of Your Financial Life

How to transfer

Why Choose a Certified Financial Planner?

Today’s financial landscape consists of diverse moving parts with ever-changing regulations and rules. When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most important, a CFP® professional has made a commitment to CFP Board to act in the best interests of their client.

When I am not serving my clients...

When I am not serving my clients...

I enjoy spending time with my beautiful wife who somehow puts up with me and my business. I also greatly enjoy growing my interests whether it is finance or music. I love playing guitar after a long day, everything from classic rock to country to heavy metal. I also enjoy spending time with my dog, Max, who has been by my side almost every step of the way in this journey.  

I also volunteer my time serving on various boards including the Cocoa Beach Regional Chamber (past) and Early Learning Coalition (current).

My great passion and joy is to help families achieve financial freedom, build wealth and leave a legacy that lasts throughout generations. I recall reading a statistic that 70% of all wealth is lost after the first generation. While due to many factors, one big one is the next generation not realizing what it took to achieve that, but also not knowing what to do with it when they do get it.