Find a Financial Planner in Boca Raton, FL

 

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We Only Work With The Best Boca Raton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Boca Raton, FL


  • Financial Advisor Close to Boca Raton, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Boca Raton Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Boca Raton area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Boca Raton can include managing client retirement accounts, investments, tax plans, and more.
31.0% of Boca Raton's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Boca Raton area can create a custom plan and walk with you each step of the way.
In the Boca Raton area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Boca Raton area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Boca Raton area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Boca Raton area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Boca Raton area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Boca Raton, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Boca Raton, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Boca Raton financial advisors.
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How Retirement-Friendly is Boca Raton, FL?

  • Population: 97,468
  • % of Population 62 Years and Over: 31%
  • Average Home Value: $470,700
  • Average Monthly Housing Cost: $1,674
  • Average Household Income: $138,222
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Boca Raton, FL


SYNTAX RESEARCH, INC.

Website

(855) 796-8296

150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432

SEC#: 801-76880
Years in Business: 8 years

STONE CREEK CAPITAL MANAGEMENT LLC

Website

(609) 688-8701

2799 Nw 2nd Avenue, Suite 101

Boca Raton, FL 33431

SEC#: 801-109948
Years in Business: 4 years

SKY ALPHA ASSET ADVISORS LLC

Website

(561) 410-7790

327 Plaza Real
Suite 235
Boca Raton, FL 33432

SEC#: 801-113000
Years in Business: 3 years

IPC PRIVATE WEALTH PARTNERS, LLC

Website

(561) 912-1066

5002 T-Rex Avenue,
Suite 225
Boca Raton, FL 33431

SEC#: 801-108178
Years in Business: 4 years

III CAPITAL MANAGEMENT

Website

(561) 544-4400

777 Yamato Road
Suite 300
Boca Raton, FL 33431

SEC#: 801-60505
Years in Business: 19 years

ALLFINANCIAL PARTNERS II, LLC

Website

(561) 430-5317

4800 N Federal Hwy

Boca Raton, FL 33431

SEC#: 801-79231
Years in Business: 7 years

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Website

(561) 912-1040

5002 T-Rex Avenue
Suite 225
Boca Raton, FL 33431

SEC#: 801-61381
Years in Business: 18 years

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Website

(954) 334-3450

1200 North Federal Highway
Suite 400
Boca Raton, FL 33432

SEC#: 801-68448
Years in Business: 13 years

ROYAL CAPITAL MANAGEMENT LLC

Website

(561) 394-4174

4400 N. Federal Highway
Suite 300
Boca Raton, FL 33431

SEC#: 801-66805
Years in Business: 14 years

PRESCOTT GENERAL PARTNERS LLC

Website

(561) 314-0800

2200 Butts Road, Suite 320

Boca Raton, FL 33431

SEC#: 801-73464
Years in Business: 9 years