Dani Comart
Managing Director, Senior Wealth Manager
Professional Focus
He focuses on exceptional client service through strong attention to detail and innovative financial planning that supports the financial goals of his clients.
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Financial Advisor in Tampa, FL
Personalized wealth management, financial planning, and investment advisory services for individuals and families in the Tampa metro area.
“Lido Advisors has built a presence in Tampa by serving clients with increasingly complex financial lives. Our work here reflects the city itself—demanding, nuanced, and always forward-looking.”
The Lido Advisors Tampa office provides comprehensive wealth management and financial planning services designed to help clients navigate complex financial decisions with clarity and confidence. Clients in the Tampa area often seek guidance around retirement planning, investment strategy, and major life transitions. Our advisors take a thoughtful, fiduciary approach—combining disciplined investment management with personalized financial planning tailored to each client’s goals and circumstances. What sets our Tampa presence apart is the ability to pair local insight with the depth and resources of a national firm, ensuring clients receive coordinated, long-term advice as their needs evolve.
Services Offered
Financial Planning
Comprehensive financial planning that aligns your goals, cash flow, investments, and long-term priorities into a clear, coordinated strategy designed to evolve as your life changes.
Investment Management
Disciplined investment management focused on long-term growth, risk management, and portfolio construction guided by a fiduciary approach.
Trust & Estate Planning
Strategic trust planning and administration support to help protect assets, support beneficiaries, and ensure your legacy is managed according to your intentions across generations.
Tax Consulting & Preparation
Planning that helps reduce current and future tax exposure while supporting long-term wealth objectives.
Women's Wealth Advantage
Specialized wealth management services by and for women.
Frequently Asked Questions
What is a fiduciary financial advisor in Tampa, FL?
A fiduciary financial advisor is legally required to act in a client’s best interest. Lido Advisors operates under a fiduciary standard, providing objective advice focused solely on client outcomes.
What does wealth management mean for Tampa residents?
Wealth management for Tampa residents means coordinating investment management, tax strategy, estate planning, and risk management into one integrated plan—designed to navigate the complexities of high-income, tax-sensitive, and multi-generational wealth in Florida.
Does Lido Advisors offer tax planning services in Tampa?
Yes. We provide proactive tax planning as part of our comprehensive wealth management approach, working to optimize investment decisions, income strategies, and estate structures with tax efficiency in mind.
Can I meet with a Tampa advisor virtually?
Absolutely. Clients can meet with our Tampa advisors virtually or in person, depending on preference, ensuring flexibility and ongoing access to your advisory team.
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