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what's your story?

"It’s about honoring the trust our clients place in us as stewards of their wealth, advocates of their goals, and guardians of their future."

- Matt Otto, AIF®, CFP®

Matt Otto Ranked A Four-Time Honoree on Forbes' Best-In-State Wealth Advisors for Florida (Tampa Area)!

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Our Mission


At The Otto Group, our mission is to provide affluent individuals, families and businesses with an impeccable sense of financial well-being. 

Fiduciaries


As fiduciaries, we value transparency, trust, integrity and above all, putting our client’s best interests first.

What We Do


We are absolutely passionate about achieving the most optimal outcome for our clients; confidence, control, service, and ultimately, a true sense of overall financial wellness.

Areas of Focus


FINANCIAL PLANNING


RISK MANAGEMENT


CASH FLOW MANAGEMENT



INVESTMENT MANAGEMENT AND ADVISORY SERVICES



ESTATE STRATEGIES AND WEALTH PRESERVATION



RETIREMENT PLANNING



CUSTOMIZED CREDIT SOLUTIONS



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Client First


A commitment to supporting clients’ financial well-being and deeply-rooted trust is the foundation of the firm.

How we put clients first

Learn more about The Otto Group