Tudeen Wealth Management is a financial advisory firm based in New Smyrna Beach, Florida. Its approach begins with understanding each client’s family, goals, values, and vision, then creating personalized strategies designed to align wealth with what matters most. The firm aims to simplify complex financial decisions and help clients plan with clarity and confidence.

Services include financial planning, retirement planning, education funding, cash-flow and budgeting analysis, and planning for major purchases. Tudeen also provides estate and legacy planning, including will and trust coordination, wealth transfer strategies, charitable giving, and planning for future generations. Investment management services include portfolio design, asset allocation, diversification, monitoring, and rebalancing. Additional offerings cover insurance reviews and risk management, tax-planning strategies coordinated with clients’ tax professionals, and business succession and exit planning.

Local advisor Bryan Tudeen has an MBA and began working as a financial advisor in 2015. The firm serves clients from its New Smyrna Beach offices. Advisory services are offered through Cambridge Investment Research Advisors, Inc.; securities are offered through Cambridge Investment Research, Inc.