Areas served: West Palm Beach, Miami, Boca Raton, Fort Lauderdale
South Florida's significant wealth concentration in Miami, Boca Raton, and West Palm Beach creates strong demand for financial advisors who understand local real estate markets, international investments, and retirement planning.
Infinite Financial Services is a comprehensive financial advisory and business services firm serving Miami with over 20 years of experience. They specialize in tax preparation and optimization, mortgage solutions (including options for self-employed, bankruptcy, and credit-challenged borrowers), business planning and consulting, and retirement planning. The team combines accounting expertise with personalized financial strategy to help individuals and business owners achieve their financial goals.
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.
Manna Wealth Management is a fiduciary financial advisory firm serving Miami Beach and South Florida with comprehensive wealth management services including retirement planning, investment management, estate planning, tax planning, and family office services. Led by experienced advisors who specialize in Social Security optimization and work with clients across various life stages—from business owners to women in transition—the firm is known for customized, personalized financial strategies rather than one-size-fits-all approaches. They offer free initial consultations and take time to understand each client's goals, risk tolerance, and long-term aspirations.
Guerra Wealth Advisors is an independent fiduciary financial advisory firm in Miami managing over $600 million for thousands of clients. Founded by brothers Sebastian and Fabian Guerra, the firm specializes in comprehensive retirement planning through their proprietary 5-step Guerra Freedom Plan, which focuses on increasing returns, reducing taxes, and protecting legacies. With nearly 40 years of combined experience, they help South Florida families transform their approach to retirement by aligning financial strategies with individual goals and values.
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.
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.
Global Wealth Management, founded in 2009 by Grant Conness and Andrew Costa, provides comprehensive financial planning and investment advisory services to individuals, families, and business owners throughout South Florida. They specialize in retirement planning, investment management, and risk reduction through their signature Retirement Roadmap Review process, which offers clients a complimentary initial consultation to clarify their financial position and goals. The firm is known for simplifying complex financial strategies and helping clients build confidence in their long-term financial future.
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.
Pangea Financial Planning & Employee Benefits is a Miami-based financial advisory and benefits consulting firm specializing in comprehensive financial planning, investment management, and employee benefits solutions for individuals and businesses. Founded with a focus on personalized service, Pangea helps clients navigate retirement planning, investment strategy, and benefits optimization to achieve their long-term financial goals. Their team combines financial planning expertise with deep knowledge of employee benefits design and insurance solutions.
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.
Chris Price Financial Planner is a Fort Lauderdale-based financial advisory firm specializing in comprehensive wealth planning for business owners and high-net-worth individuals. Led by Christopher Price, the team offers multi-generational planning, portfolio analysis and review, retirement strategy, Social Security optimization, and estate and business planning through an educational, collaborative approach. They provide flexible service models including fee-based planning and advisory services for specific assets, with a focus on simplifying complex financial concepts and helping clients understand their current position and future goals.
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.
Erez Law, PLLC is a national investment fraud law firm specializing in recovering losses for investors harmed by broker misconduct, securities fraud, and financial advisor negligence. Founded by Jeffrey Erez and led by a team with over 20 years of experience, the firm has recovered more than $400 million for clients across the United States and internationally. They handle cases involving unsuitable investment recommendations, unauthorized trading, churning, Ponzi schemes, hedge fund fraud, and misconduct by major brokerage firms including Merrill Lynch, UBS, Morgan Stanley, and Wells Fargo Advisors.
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.
DurhamLoyal Wealth Management is an independent retirement services firm specializing in comprehensive retirement income planning for individuals across Florida. Led by experienced advisors including Richard Price, Pat, David, and Gary, they take a holistic approach to retirement strategy—covering retirement income planning, guaranteed income strategies, wealth preservation, tax efficiency, legacy planning, Social Security optimization, healthcare options, and international wealth preservation. Operating under a fiduciary best-interest standard, they serve clients from their Pembroke Pines headquarters as well as offices in Naples and Wellington, offering personalized no-cost retirement roadmaps and educational seminars to help clients make informed financial decisions.
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.
Wisdom Financial Services is a Fort Lauderdale-based financial advisory firm specializing in retirement planning and comprehensive financial strategy design. Led by Rocco, the team helps clients simplify complex financial decisions through clear, straightforward planning tailored to individual goals and circumstances. They offer retirement planning services, financial coaching through their "Being Financially Peaceful" program, and ongoing portfolio monitoring to help clients achieve long-term financial peace of mind.
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.
Gruen Financial is an independent financial advisory firm based in Miami specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals. Their experienced advisors focus on building long-term relationships to help clients achieve financial security and growth.
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.
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.
Krause Capital, Inc. is a nationally recognized financial planning and investment management firm serving individuals and institutions throughout South Florida. The team provides comprehensive wealth management services including personalized financial planning, investment advisory with custom strategies tailored to risk tolerance, insurance and estate planning coordination, and workplace financial wellness programs. They also serve institutional clients including endowments, foundations, public pensions, and nonprofit organizations with fiduciary services and specialized investment management.
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.
CameronDowning is a Miami-based fiduciary financial planning firm founded on the philosophy of being "personal trainers for your money." Their team of CFP® professionals provides comprehensive financial planning and investment management services designed to help clients achieve financial freedom and meet their life goals. They distinguish themselves through advice-driven, customized planning that prioritizes client needs over product sales, with a commitment to acting as fiduciaries and holding clients accountable to their financial objectives.
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.
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.
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.
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.
LPL Financial - Brickell is an independent financial advisory firm located in Miami's Brickell business district, offering comprehensive investment management, retirement planning, and personalized financial strategies for individuals and families. As part of LPL Financial's network of independent advisors, they provide access to a broad range of investment solutions and financial planning services tailored to each client's goals. Their team combines local expertise with the resources of a major financial services platform.
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.
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.
Chris Malkin is a Financial Advisor with Edward Jones in Fort Lauderdale, specializing in retirement savings strategies, wealth management, estate and legacy planning, divorce finances, and special needs financial considerations. He works with clients to develop comprehensive financial strategies tailored to their individual goals and life circumstances, offering personalized guidance on investment management and major financial decisions.
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.
Prime Wealth Development is a financial advisory firm located in Miami's Brickell financial district, specializing in comprehensive wealth management and financial planning services. They work with clients to develop personalized strategies for building and protecting wealth across investments, retirement planning, and financial goals. Their team of consultants provides professional guidance tailored to individual client needs and circumstances.
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.
Harris Mandler is a CFP and CLU financial advisor with Equitable Advisors, based in Fort Lauderdale. He specializes in comprehensive financial planning, retirement strategies, investment management, and insurance solutions for individuals and families. With designations as a Certified Financial Planner and Chartered Life Underwriter, Harris brings deep expertise in building and protecting wealth across all life stages.
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.
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.
Northwestern Mutual is a financial services firm in Fort Lauderdale specializing in comprehensive financial planning, life insurance, and investment management. Their team works with individuals and families to build personalized financial strategies that align with long-term goals, offering solutions across insurance, retirement planning, and wealth management. They focus on understanding each client's unique situation to create tailored plans rather than one-size-fits-all approaches.
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.