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Who We Are
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What We Do
Who We Are
Resources

Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Rob Motty, CPA

Owner / Financial Advisor

Cheryl Motty

Client Services Coordinator

Contact Us

Viera Office

7331 Office Park Place
Suite 400
Viera, FL 32940

p: (321) 751-3510

f: (321) 821-0485

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Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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