Areas served: West Palm Beach, FL and surrounding Palm Beach County
West Palm Beach's financial services landscape reflects its demographics as a retirement and wealth management hub, with over 200 registered investment advisors serving Palm Beach County. The local market includes independent fiduciary advisors, wirehouse representatives, and fee-only planners specializing in areas from retirement income planning to estate strategies for high-net-worth individuals. This directory provides verified information on credentials, fee structures, specializations, and regulatory history to help residents identify advisors suited to their financial needs.
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.
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.
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.
Advise Financial is a fee-only financial planning firm in Boca Raton led by Alonso, a CERTIFIED FINANCIAL PLANNER® with 27+ years of experience and recognition as a Top 100 Financial Advisor by Investopedia. They specialize in hourly financial planning consultations, investment management, retirement planning, tax optimization (including ROTH conversions and RMD strategies), and wealth management enhanced by AI tools—all structured around fiduciary principles with no commission-based products. They serve pre-retirees, retirees, DIY investors, small business owners, and mid-career professionals through personalized guidance and ongoing portfolio reviews.
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.
Guided Financial Advisors is an independent financial advisory firm based in West Palm Beach, serving clients throughout South Florida with comprehensive wealth management and financial planning services. The team provides personalized investment management, retirement planning, and financial strategy tailored to individual client goals and circumstances. They focus on helping clients build and preserve wealth through disciplined, evidence-based investment approaches.
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.
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.
Richard Ewing is a CFP-certified Private Wealth Advisor with Ameriprise Financial Services in Palm Beach Gardens, specializing in comprehensive financial planning for high-net-worth individuals and families. With multiple advanced certifications including Accredited Wealth Management Advisor (AWMA), Accredited Estate Planner (AEP), and Certified Investment Management Analyst (CIMA), he provides holistic wealth management services including investment management, estate planning, retirement planning, tax strategy, and risk management. His depth of credentials demonstrates expertise in managing complex financial situations for affluent clients seeking personalized, fiduciary-standard advice.
Agnello Financial Group is an independent financial advisory firm based in West Palm Beach serving individuals and families across South Florida. They provide comprehensive financial planning, investment management, and retirement strategy services tailored to help clients build and preserve wealth. With a focus on personalized service and fiduciary standards, they work closely with clients to develop customized financial strategies aligned with their long-term goals.
J.Brucker Advisors is an independent financial advisory firm based in West Palm Beach specializing in comprehensive wealth management, retirement planning, and investment management for high-net-worth individuals and families. The firm provides personalized financial strategies, fee-only advisory services, and fiduciary-based guidance to help clients build and preserve wealth across all life stages.
C Brian Stewart is a CFP-certified financial advisor with Ameriprise Financial Services in Palm Beach Gardens, specializing in comprehensive wealth management, retirement planning, estate planning, and investment management. With credentials including APMA (Accredited Portfolio Management Advisor), AWMA (Accredited Wealth Management Advisor), and AEP (Accredited Estate Planner), he serves individuals and small business owners seeking holistic financial planning. His expertise spans asset allocation, tax planning, insurance products, and specialized planning for high-net-worth clients and retirees.
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.
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.
Modern Edge Capital is an SEC-registered wealth management firm led by advisor Shubert Cineus, specializing in personalized retirement planning, investment management, and comprehensive wealth strategies for high-net-worth individuals. Operating as a hybrid firm with both virtual and in-person services, they offer customized portfolio management, retirement income solutions, Roth conversion strategies, estate planning coordination, and tax planning support. Distinguished by their rejection of one-size-fits-all approaches, Modern Edge Capital serves clients locally and across the country with tailored financial roadmaps designed around individual goals and aspirations.
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.
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.
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.
Northwestern Mutual is a financial services firm offering comprehensive wealth management, insurance, and investment solutions through their West Palm Beach office. They specialize in life insurance, disability insurance, retirement planning, and investment management tailored to individuals and business owners. Their advisors work with clients to build personalized financial strategies designed to protect assets and create long-term wealth.
Stoic Financial is an independent wealth management firm in Boynton Beach specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. Led by CFP-certified professionals affiliated with LPL Financial, they provide personalized advisory services designed to build long-term wealth while maintaining strict independence — allowing them to recommend solutions tailored to each client's needs without proprietary product constraints.
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.
Trajan Wealth is a nationally recognized, fiduciary wealth management firm founded by a U.S. Marine Corps veteran, offering comprehensive financial planning under one integrated roof. They specialize in wealth management, retirement planning, estate planning, and tax strategy—all coordinated together to align investments, income, and legacy goals. As fee-only fiduciaries, they operate without commissions, ensuring their advice always prioritizes your best interests over product sales.
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.
Feller Financial Services is the top-ranked financial advisor in West Palm Beach with a Lantern Score of 84.94/100 and a 5-star rating based on 132 reviews. They are an independent firm based in Boca Raton specializing in comprehensive financial planning and wealth management for high-net-worth individuals, families approaching retirement, and business owners.
Prosperitus Wealth Advisors (Lantern Score: 82.25/100) and Secure Wealth Planning Group (Lantern Score: 82.17/100) both specialize in business exit planning and succession strategies for high-net-worth business owners. Secure Wealth Planning Group additionally focuses on equity risk management and concentrated position strategies for executives and recent business sale proceeds holders.
Singer Wealth (Lantern Score: 83.05/100), Guided Financial Advisors (Lantern Score: 82.54/100), and New Life Financial Planning (Lantern Score: 81.88/100) all specialize in retirement income planning and are highly regarded by retirees. Singer Wealth is particularly known for personalized retirement planning, while Guided Financial Advisors focuses on income strategies for pre-retirees and retirees.
Advise Financial (Lantern Score: 83.60/100) is a fee-only financial planning firm in Boca Raton led by a CERTIFIED FINANCIAL PLANNER® with 27+ years of experience. They specialize in hourly CFP® advice and are particularly well-suited for DIY investors seeking second opinions and pre-retirees wanting flexible engagement without mandatory ongoing fees.
Secure Wealth Planning Group (Lantern Score: 82.17/100) specializes specifically in managing concentrated stock positions and equity risk management for high-net-worth individuals. Richard Ewing at Ameriprise Financial Services (Lantern Score: 81.37/100) is also well-regarded for tax-efficient strategies for high-net-worth clients with complex financial situations.
None of the 26 financial advisors in the West Palm Beach area are listed as open on weekends. However, most offer flexible scheduling options—contact individual firms directly to discuss meeting times that work best for your schedule.