23 financial services businesses recently registered in Sarasota, Florida.
Each entry below is a newly registered financial services business in Sarasota, Florida, sourced directly from the Florida Division of Corporations and enriched with verified contact information where available. The most recent filing was on May 15, 2026. Filings update daily as new financial services businesses register in Sarasota.
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Start Your Free Trial ›Shepherd Financial is a financial services firm based in Carmel, IN, and Sarasota, FL, specializing in retirement planning and wealth management. The website team page lists Steven Wylam and Thomas Mayer as team members, directly matching LLC officers. The LLC's principal address in Sarasota aligns with another site (W4) but that site is for insurance; the core financial advisory business is represented by W2.
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