Areas served: Port St. Lucie, FL and surrounding St. Lucie County
Port St. Lucie's financial advisory landscape serves a diverse population including retirees, active military families from nearby installations, and working professionals across St. Lucie County. Local advisors range from independent fiduciaries to representatives of national firms, with specializations spanning retirement income planning, estate planning, and investment management. This directory catalogs financial advisors practicing in Port St. Lucie, evaluated by credentials (CFP, CFA, ChFC), compensation models (fee-only, fee-based, commission), areas of expertise, and minimum asset requirements to help residents identify suitable advisory relationships.
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.
The Economic Investment Firm provides comprehensive financial planning and accounting services to individuals and business owners in Port St. Lucie. Led by experienced consultants including Litonya, the firm specializes in tax preparation, strategic tax planning, accounting and payroll, investment advisory, retirement planning, wealth management, and business consulting. They focus on financial literacy education and helping clients build strong economic foundations to achieve financial freedom, increase business profits, and create generational wealth.
Helius Wealth Management is a Raymond James financial advisory firm located in Palm Beach Gardens, serving high-net-worth individuals and families across South Florida. They provide comprehensive wealth management services including investment management, retirement planning, estate planning, and tax-efficient strategies tailored to each client's unique financial goals. As part of the nationally recognized Raymond James network, they combine personalized service with institutional resources to help clients build and preserve wealth.
Hometown Financial Services is a mortgage lender specializing in home purchase loans and refinancing throughout Florida. Led by dedicated loan officers in Port St. Lucie, they offer a comprehensive range of programs including FHA, VA, USDA, and conventional loans, plus specialized options like Bank Statement Loans for self-employed borrowers, Down Payment Assistance programs, and the Hometown Heroes Loan for first responders and military. They simplify the mortgage process with personalized guidance, online calculators, and their Loanzify App to connect borrowers directly with loan officers.
Chapman Capital Advisors is an independent financial planning firm in Stuart, Florida, specializing in comprehensive wealth management for retirees, pre-retirees, business owners, healthcare providers, lawyers, and other professionals. Led by CFP® and CFA® certified advisors with graduate-level training, they provide investment planning, retirement planning, estate tax reduction strategies, tax loss harvesting, and financial planning services with a focus on transparency and personalized communication. All financial planning and investment management work is handled in-house by their expert team rather than outsourced.
Ian Laberge is a Financial Advisor with Edward Jones serving Port St. Lucie and surrounding areas. He offers comprehensive financial planning including retirement savings strategies, wealth management, estate and legacy planning, college savings plans, and specialized services for entrepreneurs and business owners. Ian accepts clients of all asset levels and is currently accepting new clients, providing personalized guidance to help build and protect financial futures.
New Life Financial Planning is an independent financial advisory firm serving Jupiter and surrounding areas. They offer comprehensive financial planning services including retirement planning, investment management, savings strategies, and tax optimization. The firm specializes in helping clients from all backgrounds build wealth through personalized coaching, financial education, and tailored investment recommendations across stocks, bonds, commodities, and other vehicles.
Trevor Durham is a Bankers Life Agent and Securities Financial Representative serving Port St. Lucie and surrounding areas since 2018. He specializes in retirement planning and insurance solutions including life insurance, Medicare supplement insurance, long-term care insurance, annuities, and supplemental health insurance. Trevor holds Series 6, 7, 63, and 66 designations and is licensed across multiple states, bringing a personalized approach to helping clients prepare financially for retirement.
Mindie Molina Investments and Insurance is a fiduciary financial advisory firm led by CEPA-certified advisor Mindie Molina, specializing in retirement planning, investment management, and comprehensive insurance solutions. The firm serves hard-working Americans with strategies focused on tax reduction, fee minimization, and wealth protection through 401(k) management, annuities, life insurance, long-term care planning, and infinite banking concepts. As a registered investment adviser in Stuart, Florida, Mindie Molina Investments distinguishes itself by operating under fiduciary standards and emphasizing personalized growth strategies rather than conventional one-size-fits-all approaches.
Lee Wealth Management is an independent financial advisory firm serving Jupiter and South Florida, specializing in comprehensive wealth planning, investment management, and retirement strategy. Founded and led by experienced advisors, the firm provides personalized guidance tailored to individual client goals, with a focus on building and preserving long-term wealth through disciplined investment strategies.
The Terrio Group is a comprehensive wealth management firm in Port St. Lucie serving individuals and families with financial planning, investment management, retirement income strategies, tax planning, and annuities & life insurance products. Led by independent financial advisors, they take a holistic approach that considers all aspects of clients' finances—including income, emergency funding, asset building, estate protection, and tax efficiency—to help clients transition from reactive consumers to proactive investors and achieve lasting financial freedom.
Initiative Wealth Planners is an independent financial advisory firm serving Stuart and the surrounding Treasure Coast region. They specialize in comprehensive wealth planning, investment management, and retirement strategy for individuals and families. The firm is known for personalized service and a consultative approach to managing client assets and financial goals.
Davies Wealth Management is an independent financial advisory firm serving the Treasure Coast and surrounding Florida areas. They provide comprehensive wealth management, investment management, retirement planning, and financial consulting services tailored to individual and family financial goals. With a focus on personalized service and long-term financial success, they help clients navigate complex financial decisions and build sustainable wealth 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.
Davis Private Wealth, LLC is an independent financial advisory firm serving high-net-worth individuals and families in South Florida. They provide comprehensive wealth management, investment management, retirement planning, and personalized financial strategies tailored to each client's unique goals. Founded on a commitment to fiduciary principles, Davis Private Wealth prioritizes their clients' best interests above all else.
The Real Financial Group is an insurance agency and financial consulting firm serving Stuart and the surrounding area. They provide comprehensive insurance solutions and financial advisory services to help clients protect their assets and plan for their financial future. Based on their multi-service approach, they work with individuals and families to address insurance needs and broader financial planning goals.
Asset Advisory Services, Inc. is an independent financial advisory firm in Jupiter specializing in comprehensive financial planning, investment management, and insurance solutions. The firm serves clients throughout South Florida with personalized strategies designed to help build and protect wealth across all life stages.
Southern Magnolia Investment Management is an independent financial advisory firm based in Port St. Lucie, specializing in personalized investment management and financial planning for individuals and families. The firm provides comprehensive wealth management services, including portfolio construction, retirement planning, and ongoing financial guidance tailored to each client's unique goals and circumstances.
Lum Wealth Management Group is a financial advisory practice affiliated with Raymond James, serving clients in Stuart and the Treasure Coast region. They provide comprehensive wealth management services including investment management, retirement planning, and financial guidance tailored to individual client needs. As part of the established Raymond James network, they combine personalized service with institutional resources.
Avonda Wealth Management is a financial advisory firm operating under the Raymond James platform in Stuart, Florida. They provide comprehensive wealth management services including investment management, retirement planning, and financial consulting for individuals and families. As part of Raymond James, a major financial services firm, they offer access to institutional-quality investment strategies and personalized financial guidance to help clients build and preserve wealth.
Investment Planning Group is a financial advisory firm in Stuart serving clients throughout Florida with comprehensive investment management, retirement planning, and financial consulting services. Led by experienced advisors, the firm specializes in helping individuals and families build and protect wealth through personalized investment strategies and long-term financial planning.
Mark Valinote is a financial advisor with Thrivent, a member-owned financial services organization. He provides comprehensive financial planning, investment management, and retirement planning services to help clients build and protect their wealth. Thrivent combines financial expertise with a values-based approach, serving clients throughout Port St. Lucie and surrounding areas.
Motiv8 Advisors is a financial advisory firm based in Port St. Lucie specializing in personalized financial planning and investment management for individuals and families. They offer comprehensive financial guidance to help clients build and protect wealth, with a focus on understanding each client's unique goals and circumstances. Their team works to create strategic plans tailored to long-term financial success.
Cummings Wealth Management is an independent financial advisory firm based in Stuart, Florida, specializing in comprehensive wealth planning and investment management for individuals and families. The firm helps clients navigate complex financial decisions, build diversified investment portfolios, and develop long-term strategies aligned with their personal and financial goals. With a focus on personalized service and fiduciary responsibility, they serve the Treasure Coast region with tailored wealth management solutions.
Stonebridge Wealth Management Inc is a financial advisory firm serving North Palm Beach and the surrounding Palm Beach County area. The firm provides comprehensive wealth management and financial consulting services to help clients build and preserve their assets. With a focus on personalized service, they work with individuals to develop tailored financial strategies.
IWM Group is an independent financial services firm based in Port St. Lucie specializing in comprehensive wealth management, financial planning, and insurance solutions. The team helps clients navigate investment strategies, retirement planning, risk management, and estate planning to build and protect long-term wealth. They serve individual investors, families, and business owners seeking personalized financial guidance and integrated insurance solutions.
Morgan Stanley Financial Advisors in Stuart provides comprehensive wealth management and investment advisory services to individuals and businesses. Their team of financial professionals offers personalized financial planning, investment management, retirement strategies, and wealth preservation solutions tailored to each client's goals. As part of Morgan Stanley, one of the world's leading financial services firms, they bring institutional expertise and resources to local clients seeking sophisticated financial guidance.
Meridian Wealth Management is a financial advisory firm based in Stuart, Florida, offering comprehensive wealth management and financial planning services. The firm specializes in helping clients build and protect their financial futures through personalized strategies and professional consultation. They serve individuals and families seeking guidance on investments, financial planning, and insurance solutions.
Edward Jones financial advisor Kate Mikkelson, AAMS®, CRPC™, provides comprehensive financial planning and investment management services to individuals and families in Stuart and the surrounding Treasure Coast area. With professional certifications in financial advising and retirement planning, Kate helps clients develop personalized strategies for wealth building, retirement readiness, and long-term financial goals. Edward Jones is known for its personal, relationship-based approach to financial advising with local branch offices.
HBKS Wealth Advisors is an independent financial advisory firm serving Stuart and the Treasure Coast with comprehensive wealth management, investment planning, and retirement strategies. The team provides personalized financial guidance tailored to individual goals, helping clients build and preserve wealth through strategic planning and disciplined investment management.
Feller Financial Services is the top-ranked financial advisor in Port St. Lucie 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.
The Economic Investment Firm (Lantern Score: 84.20/100) is excellent for business owners, offering comprehensive financial planning and accounting services with a focus on tax optimization. They serve business owners seeking wealth building and generational wealth strategies in Port St. Lucie.
Chapman Capital Advisors (Lantern Score: 83.05/100) specializes in comprehensive wealth management for retirees and pre-retirees, alongside business owners and healthcare professionals. They offer tailored retirement planning strategies for those at various stages of retirement planning.
Helius Wealth Management - Raymond James (Lantern Score: 83.82/100) and Lee Wealth Management (Lantern Score: 80.00/100) both serve high-net-worth individuals with comprehensive wealth management. Both firms offer investment management and retirement strategy services tailored to affluent clients.
Mindie Molina Investments and Insurance (Lantern Score: 81.37/100) is a fiduciary firm led by CEPA-certified advisor Mindie Molina, specializing in tax-efficient retirement planning and investment management. They focus on pre-retirees, retirees, and high-income professionals seeking fee and tax optimization.
None of the 30 financial advisors in the Port St. Lucie area are open on weekends. All firms operate during standard weekday business hours, so you'll need to schedule appointments during regular business days.