# Hurlburt Financial

Hurlburt Financial is a RIA based in Lakeland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lakeland, United States
- **Assets under management:** Undisclosed
- **Website:** https://hurlburtfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/hurlburtfinancial

## Regulatory record

- **CRD number:** 152173
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152173

## About

Hurlburt Financial is a full-service CPA and Financial Advisor firm licensed in Florida and a Registered Investment Advisory firm. It provides accounting, tax, investment, and personal financial planning services to business owners, executives, independent professionals, and retirees. The firm operates as fiduciaries and also does business as Evans & Hurlburt CPAs, PA.

## People

- Robert D. Hurlburt — CPA/PFS, founder
- Lee A. Burrows — MA, CPA/PFS
- Lynda Mack — CPA
- Sheri Taylor — CPA, MBA
- Mitchell Bruner — Financial Advisor
- Claudia Ortiz — Accountant
- Elisha Hess — Client Services Administrator
- Yahaira Vargas — Accounting Support
- Cassie Bruner — Client Services Associate
- Susan Hurlburt — MBA, Business Manager and Consultant
- Michelle Maskolunas — Accounting Administrator

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- [Huntstone Capital](https://altss.com/profile/huntstone-capital)
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Last updated: 2026-08-11T15:07:05.535Z

Canonical page: https://altss.com/profile/hurlburt-financial

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