ABOUT US
WE ENSURE THAT EVERYONE CAN HAVE PEACE OF MIND
OUR MISSION
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Objective Advisory can help you every step of the way.
OUR VALUES
We strive to understand our clients' unique financial goals, delivering reliable solutions with honesty, integrity, and exceptional service. Our thorough approach ensures we meet their financial objectives while building trust and long-lasting relationships.
Understanding our clients’ financial objectives and delivering solid solutions to confidently meet
them.
We strive to understand the unique financial goals of our clients, ensuring we provide reliable solutions that inspire confidence.
Honesty in all transactions.
We uphold transparency and honesty in every transaction, building trust and long-lasting relationships with our clients.
Integrity in guaranteeing the best interests of every client.
Our commitment to integrity means prioritizing the best interests of our clients in all our financial planning and advisory services.
First class client service.
We are dedicated to providing exceptional client service, ensuring that each client feels valued and well-supported.
Thoroughness
Our approach is thorough, leaving no stone unturned in our quest to deliver the best possible financial outcomes for our clients.
OUR CARRIERS
THE FACE BEHIND
OBJECTIVE ADVISORY
John Helms
CEO/Founder
941-780-0418
john@objectiveadvisory.com
John is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter (CLU) designations. A graduate of Culver Military Academy and Washington and Lee University with a B.A. in Economics, he is also an ObjectiView™ Insurance Property Management Specialist.
John is an active member of the Southwest Florida Estate Planning Council and serves on the Estate Planning Committee for the Florida Board of the American Cancer Society.
He has been published in numerous trade journals and leads a veteran staff of on-site underwriting specialists.
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Meet The Team
Barbara Friend
Underwriting Specialist/Office Administrator
Barbara has over 20 years of experience in all phases of Life, Disability, and Annuity lines. A proud US Army veteran who served with the 101st Airborne Screaming Eagles, she earned the Keith L. Ware Award and was recognized as a Top Ten Army Journalist. Barbara holds an Associate's degree in Journalism from Los Angeles Valley College and is also a three-time marathon finisher, demonstrating her dedication and perseverance both professionally and personally.
Sheri Dermangian
Investment Service Specialist
Sheri has over 20 years of experience in the Financial Investment Advisory industry and holds an Associate's degree in Business Management and Accounting from Niagara County Community College. As the owner of SFAA, LLC, Sheri has built a successful business grounded in her expertise and commitment to client success. Outside of her professional achievements, she is dedicated to giving back to the community, regularly donating blood and contributing to cancer research.
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Jacob Lock
Associate Advisor
Jacob Lock is an associate advisor at Objective Advisory, where he brings a keen analytical mind and a passion for helping clients achieve their financial goals. With a strong background in economics and a commitment to personalized service, Jacob works closely with clients to develop tailored strategies that align with their unique financial situations. His dedication to excellence and attention to detail make him a valued member of the Objective Advisory team
6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240
Sarasota
Office​
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6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240
Phone: (877) 354-1780
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
North Florida
Office
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78 11th Street, Suite 4A
Apalachicola, FL 32320
Phone: (877) 354-1780
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Copyright 2024 FMG Suite.
Securities offered through San Blas Securities, LLC. Investment Advisory Services offered through Sarasota Capital Strategies, Inc., a Florida Registered Investment Adviser. Insurance products and services offered through Objective Insurance. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.