About Us
A premier holistic financial advisory firm serving individuals and families nationwide
Our Story
Paracca Financial Group was founded on a simple yet powerful vision: to provide truly holistic financial services to individuals and families nationwide.
We recognized that most financial firms force clients to work with multiple disconnected providers—one for investments, another for taxes, and yet another for estate planning. This fragmented approach leads to inefficiencies, missed opportunities, and strategies that don't work together.
Our solution was revolutionary: bring all three disciplines—asset management, tax planning, and estate planning—under one roof with fully integrated, in-house professionals. Today, we're proud to be the only firm in the region offering this comprehensive approach.
With licensed financial advisors, in-house CPAs, and estate planning attorneys licensed in all 50 states, we deliver coordinated strategies that maximize wealth preservation and growth while minimizing taxes and protecting your legacy—serving clients nationwide.
Meet Our Team
A dedicated team of professionals committed to your financial success
Don Paracca
MBA
President & CEO
Founder and visionary behind Paracca Financial Group's holistic approach to wealth management.
John Daniels
CPA
Tax Planning & Strategy
Expert in tax optimization and strategic planning for individuals.
Kevin Hackett
CPA
Tax Planning & Strategy
Specializes in comprehensive tax services and wealth preservation strategies.
Our Values
The principles that guide everything we do
Integrity
We operate with the highest ethical standards and always put our clients' interests first.
Excellence
Our team of licensed professionals delivers exceptional service and superior results.
Client-Focused
Every strategy we develop is tailored to your unique goals, values, and circumstances.
Holistic Approach
We provide integrated solutions across asset management, tax, and estate planning.
Our Team
A collaborative team of licensed professionals working together for your success
Financial Advisors
Licensed Investment Professionals
Our advisors bring decades of combined experience in wealth management and portfolio strategy.
In-House CPAs
Certified Public Accountants
Expert tax professionals dedicated to maximizing your wealth through strategic tax planning.
Estate Planning Attorneys
Licensed in All 50 States
Experienced legal professionals ensuring your legacy is protected nationwide.
What Sets Us Apart
The Paracca difference in wealth management
Truly Holistic
The only firm in the region offering comprehensive asset management, tax planning, and estate planning services under one roof.
In-House Expertise
Unlike other firms that outsource, all our professionals—advisors, CPAs, and attorneys—work together in-house.
High Net Worth Focus
Specialized strategies designed specifically for individuals and families.
Nationwide Service
Complete asset management, tax, and estate services available to clients in all 50 states.
Serving the Nationwide area & Beyond
Based in the Nationwide area, Florida, we proudly serve individuals and families throughout the Nationwide area, and Southwest Florida. Our estate planning services extend nationwide with attorneys licensed in all 50 states.
Primary Service Area
Regional Coverage
Complete Services Nationwide
Frequently Asked Questions
Common questions about our financial services in Nationwide, FL
What services does Paracca Financial Group offer in Nationwide?
Paracca Financial Group is a comprehensive financial advisory firm in Nationwide, Florida offering three core services: Asset Management with proprietary options overlay strategies, Tax services with in-house CPAs nationwide, and Estate Planning with licensed attorneys available in all 50 states. We serve individuals and families throughout the Nationwide area and Southwest Florida.
Is Paracca Financial Group a fiduciary?
Yes, Paracca Financial Group is a FINRA registered fiduciary investment advisory firm. As a fiduciary, we are legally obligated to act in the best interests of our clients at all times, putting your financial goals ahead of our own interests.
Where is Paracca Financial Group located?
Our office is located at 428 S Tamiami Trail, Osprey, FL 34229, serving the greater Nationwide area. We're conveniently accessible to clients in Nationwide County and throughout Southwest Florida. You can reach us at 941-545-9057 or contact@paracca.com.
What makes Paracca Financial Group different from other financial advisors?
We are the only firm offering comprehensive asset management, tax, and estate services under one roof. Our team includes licensed financial advisors, in-house CPAs, and estate attorneys, providing truly holistic financial planning. With over 50 years combined experience and licensing in all 50 states, we deliver integrated solutions that traditional advisors cannot match.
Do you provide legal advice?
Paracca Financial Group is not a law firm and does not provide legal advice. However, our in-house estate planning companies have licensed attorneys who provide legal services for estate planning, trusts, and wills. These legal services are separate from our investment advisory services.
What are your office hours?
Our office hours are Monday through Friday, 8:30 AM to 4:00 PM EST. We're committed to providing personalized service to our clients in the Nationwide area and beyond.
Get In Touch
Ready to start your journey with us?