Updated November 01, 2023
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Destiny Wealth Partners

Investment Advisor Firm
Total assets under management$806M
Years in business33+

About Destiny Wealth Partners

Destiny Wealth Partners, located in Central Florida, is a distinguished Registered Investment Advisor (RIA) firm founded by Thomas H. Ruggie, CHFC®, CFP®. With an inspirational journey from a challenging upbringing, Tom Ruggie transformed his life from humble beginnings to establishing a leading wealth management firm. His dedication to excellence and innovation led to the creation of Ruggie Wealth Management, Destiny Family Office, and Destiny 401(k).

Destiny Wealth Partners not only manages investment portfolios for these entities but also offers a comprehensive array of financial services. These services encompass wealth management, consulting, financial planning, retirement planning, and investment supervisory services.

Tom Ruggie's reputation in the industry is well-deserved, and he has earned national recognition as a top-performing investment advisor. Over three decades, he has been recognized by prestigious publications like Barron's, Forbes, Financial Advisor, and other wealth manager magazines.

With a profound commitment to excellence, Tom Ruggie has contributed his insights to national programs on CNBC, Fox News, PBS, and CNN Financial News. His financial expertise and wealth management acumen have been featured in prominent publications such as Forbes, Wall Street Journal, The New York Times, HFN Global, and SmartMoney.

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Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Financial Planning
  3. Retirement Planning
  4. Investment Supervisory

More about Destiny Wealth Partners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
17134611

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings