Find a Financial Advisor in Boynton Beach, FL

 

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We did the hard work of finding trustworthy partners in Boynton Beach, FL.

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We Only Work With The Best Boynton Beach 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Boynton Beach, FL


  • Financial Advisor Close to Boynton Beach, 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

The Value of Working With the Best Financial Planners in Boynton Beach, 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 Boynton Beach, FL

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

  • Population: 76,832
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $227,700
  • Average Monthly Housing Cost: $1,312
  • Average Household Income: $73,083
  • 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 Boynton Beach, FL

 

KORE ADVISORS LP

Website

(561) 737-1721

1501 Corporate Drive
Ste 120
Boynton Beach, FL 33426

SEC#: 801-73097
Years in Business: 9 years

MATERETSKY FINANCIAL GROUP

Website

(561) 735-9227

2240 Woolbright Road
Suite 354
Boynton Beach, FL 33426

SEC#: 801-112829
Years in Business: 3 years

MERIT FINANCIAL GROUP, LLC

Website

(561) 740-1200

8198 Jog Road
Suite 205
Boynton Beach, FL 33472

SEC#: 801-67462
Years in Business: 14 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(678) 650-7966

11073 Brandywine Lake Way

Boynton Beach, FL 33473

SEC#: 801-78808
Years in Business: 8 years

MERIT FINANCIAL GROUP, LLC

Website

(561) 740-1200

8198 Jog Road
Suite 205
Boynton Beach, FL 33472

SEC#: 801-67462
Years in Business: 14 years

LEBENTHAL GLOBAL ADVISORS, LLC

Website

(561) 413-9715

1375 Gateway Blvd
Suite 13
Boynton Beach, FL 33426

SEC#: 801-110652
Years in Business: 4 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(678) 650-7966

11073 Brandywine Lake Way

Boynton Beach, FL 33473

SEC#: 801-78808
Years in Business: 8 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(561) 237-5200

1210 South Federal Highway

Boynton Beach, FL 33435

SEC#: 801-80067
Years in Business: 7 years

MIGHTY INVEST, LLC

Website

(410) 736-1265

400 Lake Monterey Circle

Boynton Beach, FL 33426

SEC#: 801-119792
Years in Business: 1 years

 


Boynton Beach, FL Financial Advisor FAQs

They can provide direction and education on what they should do and how they should go about it, and will work only with their clients' best interests at heart.
A financial advisor works with clients to help them reach their financial goals and establish a sound, realistic plan for achieving those goals
Financial advisors get paid a percentage of a commission on a transaction, an hourly fee for advising you about your money, or they could be independent contractors who have contracts with companies to provide financial analysis.
Best way to find a great financial advisor is through referral networks like LinkedIn, but also friends and family members - do not forget about Google too because you can search listings of these professionals under financial advisor. It is important that your future advisor be licensed by federal regulators like FINRA (Financial Industry Regulatory Agency) or state agencies.