About Our Firm

At Tristate Financial Advisors, we have reinvented the concept of financial advice to help take you and your future to a whole new level...together.


At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy.

To us, it is vital that we work with you to not only identify your current financial situation but anticipate what the future may bring: private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future.

Our Mission

To take you to your highest possible
level in both career and life.

Our Commitment to you:

  • We provide advice that serves your needs and your needs only.
  • We are prompt in our response, and pride ourselves on great communication.
  • We will continually meet and make small adjustments to your planning to avoid costly mistakes.

We promise to provide you with the very best in financial planning and exemplary customer service.

About Our Financial Advisors

Our Team

We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. We look forward to truly getting to know you, so we can work together with you to develop a financial plan that fits with your path in life. 

Jason Mickool

President - Jason Mickool

President of Florida Financial Advisors, Jason is an industry expert with 25 years' experience. Jason brings experience and knowledge to many aspects of financial planning, most notably high net worth individuals and business owners. 

Jason started his career at American Express Financial Advisors (now Ameriprise) where he was able to demonstrate his integrity and servitude to grow to a Field Vice President. As an Executive for American Express, he received several awards for being a consistent top performer. Although enjoying his career as an executive, Jason always had a passion for helping clients. After leaving Amex, he continued his stared career as a Managing Partner for New England Financial. There he led the country in growth while at the same time was able to get back to his real passion: serving his clients through financial planning. From there Jason joined McAdam as part of the Executive Team where he was able to continue to serve his clients while at the same time provide strategic direction to one of the fastest-growing financial firms in the country. 

While still having a great relationship with McAdam, Jason began McAdam FA Tampa in Tampa, Florida – where he currently resides. After living in Florida, he quickly realized that “Floridians” have needs that only “Floridians” understand, and soon realized the lack of financial planning firms committed to these needs. This led him to the establishment of Florida Financial Advisors, FFA.  A best-of-breed, independent, product-neutral, comprehensive financial planning firm serving the specific needs of Floridians.

In his free time Jason enjoys traveling, windsurfing, playing guitar and spending time with his fiancé Allyson and English bulldog, Bailey. 

Steve Schmitt, Tristate Financial Advisors, Field Vice President

Steve Schmitt, Tristate Financial Advisors, Field Vice President

Steve Schmitt is an industry leader with more than a decade of experience in the financial industry. Steve brings energy, vision, and passion for the financial planning field. He has worked with a wide array of clients including small businesses and business owners, individuals, and families. Steve graduated from Saint Joseph's University in Philadelphia and currently resides in South Jersey. He understands the financial needs of the Tristate area.

Steve began his career as a Financial Advisor in Philadelphia where he primarily advised working-class families in the Philadelphia, South Jersey, and Delaware suburbs. He has held several leadership positions and advisor roles for McAdam and Mutual of Omaha Advisors where he successfully piloted marketing systems, recruited and trained dozens of financial advisors, and worked with hundreds of individual clients on retirement planning, tax diversification strategies, risk management, and advanced insurance solutions. Steve has successfully recruited and trained dozens of financial advisors; some of which are the top producers today at their firms. Steve recognizes that the industry has gaps in the areas of financial advisor training and development, comprehensive unbiased client advice, holistic financial planning, and innovative marketing systems for new client acquisition. Thus, Tristate Financial Advisors was born; a fully independent and product agnostic firm with robust advisor marketing and training serving the needs of the Delaware Valley.

In his free time, Steve serves as a board member of the NJ Landlord and Property Owners Association, a committee member for Stephen P Schmitt Golf Outing to raise funds and awareness for the University of Pennsylvania brain cancer research, a member of Saint Mary of the Lakes Catholic Church, and an active member of the Highbridge Lakes Homeowners Association. Steve enjoys spending his free time with his family, at the jersey shore, volunteering in his community, and caring for his yellow Labrador, Bulmer.

Tristate Financial Advisors (TFA) is a Florida Financial Advisors (FFA) Company. FFA is an independent financial advisory firm with a network of hundreds of advisors operating offices in Florida, Pennsylvania, and Georgia
Branch offices include: Tampa, Orlando, Miami, Jacksonville, Philadelphia/Tristate Area, and Atlanta.

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