Areas served: Boca Raton, FL and surrounding Palm Beach County
Boca Raton's concentration of retirees and high-net-worth individuals has created a sophisticated financial advisory landscape. This directory catalogs independent advisors, wealth management firms, and registered investment advisors serving the area, evaluated on fiduciary commitment, fee transparency, specialization areas, and professional credentials. Each listing provides verification of registration status, typical client profiles, and service models to support informed advisor selection.
Feller Financial Services is an independent financial advisory firm based in Boca Raton serving individuals and families throughout South Florida. They offer comprehensive financial planning, investment management, retirement planning, and wealth management strategies tailored to each client's goals. With a commitment to personalized service and fiduciary standards, they help clients build and preserve wealth through strategic financial guidance.
NFSG Wealth is a comprehensive wealth management firm based in Boca Raton offering personalized investment strategies, retirement planning, tax harvesting optimization, and education planning services. Led by Chief Market Strategist Donald Selkin, the firm is recognized for its proprietary 'Fair Value' numbers featured on CNBC for over 35 years. Their experienced advisors work with clients to develop tailored financial strategies that align with individual goals while managing market volatility and minimizing tax liability.
Coral Wealth Management is an independent financial advisory firm based in Miami serving individuals and families throughout South Florida. They provide comprehensive wealth management services including investment management, retirement planning, financial planning, and personalized portfolio strategy. The firm is dedicated to helping clients build and preserve wealth through customized financial solutions tailored to their unique goals and circumstances.
Florida Financial Advisors is an independent financial planning firm serving the Miami Lakes area and greater South Florida. They provide comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies tailored to individual clients' goals. With a focus on personalized service and fiduciary standards, they help clients build and preserve wealth through strategic financial guidance.
WealthCare Financial is a comprehensive financial planning firm in Boca Raton specializing in retirement income planning, investment management, tax strategy, estate planning, and insurance policy reviews. They serve working professionals, medical specialists, growing families, and those nearing retirement with personalized, holistic financial plans tailored to each client's unique goals and life stage. Their team combines decades of experience to help clients organize their finances, make informed decisions, and build strategies that support their desired lifestyle.
Global Wealth Management, founded in 2009 by Grant Conness and Andrew Costa, provides comprehensive financial advisory services to individuals, families, and business owners throughout South Florida. Their signature Retirement Roadmap Review process helps clients develop personalized financial plans covering retirement planning, investment management, tax efficiency, Social Security strategies, and long-term care planning. The firm specializes in simplifying complex financial decisions and building client confidence through tailored guidance aligned with each client's unique goals and circumstances.
Singer Wealth is an independent financial advisory firm in Boca Raton specializing in retirement planning and comprehensive wealth management. Founded by Keith Singer, who hosts the "Prosper!" radio show on local stations, the firm helps clients design personalized financial strategies aligned with their life goals and dreams. They offer retirement readiness assessments, risk tolerance evaluations, investment management, and ongoing portfolio management to help clients transition confidently into their ideal retirement.
Eagle Harbor Advisors is a financial advisory firm based in Boca Raton serving clients throughout South Florida. They provide comprehensive financial planning and investment management services to help individuals and families build and preserve wealth. The firm is committed to delivering personalized strategies aligned with each client's unique goals and circumstances.
Prosperitus Wealth Advisors is a boutique fiduciary firm in Coral Springs specializing in comprehensive wealth management for high-net-worth individuals and families. Led by CFP® and CFA® credentialed advisors, they offer personal CFO-style coordination including advanced tax strategy, equity compensation planning, business exits, estate planning, insurance, and legacy design. Through collaboration with Prosperitus Wealth Accounting (an independent CPA firm), they deliver fully integrated wealth management and tax planning under one roof, simplifying complexity and helping clients focus on family, career, mission, and legacy.
Secure Wealth Planning Group, founded by Richard Ehrlich, is a fiduciary financial advisory firm specializing in tax-efficient wealth planning, equity risk management, and concentrated position strategies. They serve high-net-worth individuals and business owners with tailored solutions including estate planning optimization, hedging strategies, monetization approaches, and their proprietary Epic Notes strategy for generating fixed-income from traditional stocks. The firm distinguishes itself by acting as a Certified Financial Fiduciary and focusing on mathematically sound, personalized plans rather than one-size-fits-all approaches.
Wealth Enhancement Group is a financial advisory firm serving Boca Raton and South Florida with comprehensive wealth management, investment planning, and retirement strategies. Their team of certified financial advisors works with individuals and families to build and preserve wealth through personalized planning and ongoing portfolio management. They focus on helping clients achieve long-term financial goals through disciplined investment strategies and comprehensive financial planning.
Ulin & Co. Wealth Management is a financial advisory firm based in Boca Raton specializing in comprehensive wealth management, investment management, and financial planning for affluent individuals and families. The firm provides personalized strategies designed to grow and protect wealth while addressing retirement planning, tax efficiency, and estate considerations. Their team of experienced advisors works closely with clients to align financial decisions with long-term goals.
Creative Planning is a wealth management and financial advisory firm serving the South Florida area from their Boca Raton office. They provide comprehensive financial planning services including investment management, retirement planning, and personalized wealth strategies for high-net-worth individuals and families. Their team of certified advisors helps clients build and preserve wealth through tailored financial solutions.
Chamberlin Financial Inc. is an independent financial advisory firm based in Boca Raton specializing in comprehensive wealth management and financial planning. The firm helps clients navigate investment strategies, retirement planning, and overall financial goals with personalized service and professional guidance.
Palm Wealth Partners is an independent financial advisory firm based in Boca Raton specializing in comprehensive wealth management and financial planning. The firm helps clients build and preserve wealth through personalized investment strategies, retirement planning, and holistic financial guidance tailored to individual goals and life circumstances.
Thais Piotrowski is a CFP-certified Private Wealth Advisor at Ameriprise Financial Services in Boca Raton, specializing in comprehensive wealth management, investment planning, estate planning, and retirement strategies for high-net-worth individuals and families. With credentials including AWMA, AEP, APMA, and multiple specialized certifications, she provides personalized financial planning that addresses asset allocation, tax efficiency, insurance needs, and long-term wealth transfer strategies.
Castle Wealth Management is an independent financial advisory firm based in Boynton Beach serving clients throughout South Florida. They provide comprehensive wealth management, retirement planning, investment management, and financial consulting services tailored to help clients build and preserve wealth. The firm is committed to fiduciary standards and personalized service for high-net-worth individuals and families.
Team Hewins is a Boca Raton-based accounting and financial consulting firm specializing in tax strategy, bookkeeping, payroll services, and business financial planning. They work with small to mid-sized businesses and entrepreneurs to optimize their financial operations and minimize tax liability. Their team provides comprehensive accounting solutions tailored to each client's unique business needs.
Weingard Wealth Management is a financial advisory firm affiliated with Raymond James, serving clients throughout South Florida. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategies tailored to individual client goals. With a focus on long-term wealth building and financial security, they work with clients to develop and implement customized financial plans.
Stonebrook Wealth Partners is an independent financial advisory firm based in Boca Raton specializing in comprehensive wealth management and financial planning. The firm helps clients build and preserve wealth through personalized investment strategies, retirement planning, and tax-efficient financial solutions tailored to their specific goals and circumstances.
Marmorstein Wealth Management is an independent financial advisory firm in Boca Raton specializing in comprehensive wealth management, retirement planning, and investment management. The firm combines financial planning expertise with insurance and accounting services to help clients build and protect their wealth across all life stages. They serve individuals and families seeking personalized, integrated financial strategies.
Rubin Wealth Advisors is an independent financial advisory firm based in Boca Raton specializing in comprehensive wealth management and financial planning for individuals and families. Led by experienced advisors, they provide personalized investment strategies, retirement planning, tax optimization, and estate planning services tailored to each client's unique goals and circumstances.
Preston Dougherty is a financial advisor with Ameriprise Financial Services serving the Boca Raton area. He offers comprehensive financial planning and investment management services to help clients build and protect their wealth. With a consultative approach, Preston works with individuals and families to develop personalized strategies aligned with their financial goals.
Boca Wealth Advisors is an independent financial advisory firm in Boca Raton serving individuals and families across South Florida with personalized wealth management and financial planning. The team provides comprehensive investment management, retirement planning, and financial strategy tailored to each client's goals and life stage. They focus on building long-term relationships and helping clients make informed decisions about their financial future.
Feller Financial Services is the top-ranked financial advisor in Boca Raton with a Lantern Score of 84.94/100 and a 5-star rating based on 132 reviews. They specialize in comprehensive financial planning and wealth management for high-net-worth individuals, families approaching retirement, and business owners throughout South Florida.
NFSG Wealth (Lantern Score: 84.91/100) and Secure Wealth Planning Group (Lantern Score: 82.17/100) both excel for tax-conscious clients. NFSG specializes in tax harvesting optimization, while Secure Wealth Planning Group focuses on tax-efficient wealth planning and concentrated position strategy for high-net-worth individuals.
Multiple top-ranked firms serve business owners, including Feller Financial Services (#1, score 84.94), Coral Wealth Management (#3, score 83.97), and Prosperitus Wealth Advisors (#9, score 82.25). These firms offer specialized services ranging from wealth preservation strategies to business exit planning and succession management for entrepreneurs and executives.
Singer Wealth (Lantern Score: 83.05/100) and WealthCare Financial (Lantern Score: 83.71/100) are highly specialized in retirement planning. Singer Wealth focuses specifically on personalized retirement planning for pre-retirees and retirees in South Florida, while WealthCare Financial specializes in retirement income planning and tax strategy for those approaching or in retirement.
Secure Wealth Planning Group (Lantern Score: 82.17/100, 4.9 stars with 57 reviews) specializes in equity risk management and concentrated position strategy, making them ideal for executives with concentrated holdings and inherited wealth managers. They also focus on recent business sale proceeds holders seeking strategic wealth planning.
None of the 24 financial advisors in Boca Raton are currently open on weekends. All firms operate on weekday schedules, so clients should contact their preferred advisor during standard business hours to schedule appointments.