Find a Financial Planner in Broward County, FL

 

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We did the hard work of finding trustworthy partners in Broward County, FL.

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We Only Work With The Best Broward County 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 Broward County, FL


  • Financial Advisor Close to Broward County, 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 Broward County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Broward County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Broward County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
19.9% of Broward County'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 Broward County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Broward County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Broward County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Broward County area who determine what breaks are available to you to minimize your tax payments. 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 Broward County 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 Broward County 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 Broward County, 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 Broward County, FL

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

  • Population: 1926,205
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,356
  • Average Household Income: $85,851
  • 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 Broward County, FL


AVENTURA CAPITAL MANAGEMENT, LLC

Website

(305) 466-0467

100 Se 3rd Ave
Suite 2216
Fort Lauderdale, FL 33394

SEC#: 801-67322
Years in Business: 14 years

KOVACK INTERNATIONAL ADVISORS INC.

Website

(954) 782-4771

6541 N. Federal Highway
Suite 1201
Fort Lauderdale, FL 33308

SEC#: 801-79304
Years in Business: 7 years

LAS OLAS CAPITAL ADVISORS, LLC

Website

(954) 289-4690

888 East Las Olas Blvd
Suite 200
Fort Lauderdale, FL 33301

SEC#: 801-100492
Years in Business: 5 years

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Website

(866) 405-1031

2810 East Oakland Park Blvd
Suite 101
Fort Lauderdale, FL 33306

SEC#: 801-110227
Years in Business: 4 years

CONSILIUM INVESTMENT MANAGEMENT LLC

Website

(954) 315-9380

2400 E Commercial Blvd
Suite 900
Fort Lauderdale, FL 33308

SEC#: 801-63245
Years in Business: 16 years

CANNON GLOBAL INVESTMENT MANAGEMENT, LLC

Website

(754) 264-8642

915 Middle River Dr.
Suite 518
Fort Lauderdale, FL 33304

SEC#: 801-116953
Years in Business: 1 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 487-1860

6550 N Federal Highway
Suite 510
Fort Lauderdale, FL 33308

SEC#: 801-80425
Years in Business: 6 years

PALISADES HUDSON ASSET MANAGEMENT, L.P.

Website

(954) 524-5552

200 Sw First Avenue
Suite 1250
Fort Lauderdale, FL 33301

SEC#: 801-55677
Years in Business: 22 years

KOVACK ADVISORS, INC.

Website

(954) 782-4771

6451 N. Federal Hwy
Suite 1201
Ft. Lauderdale, FL 33308

SEC#: 801-63048
Years in Business: 17 years

SOCIUS FAMILY OFFICE, LLC

Website

(561) 404-0484

200 East Las Olas Boulevard
Suite 1550
Fort Lauderdale, FL 33301

SEC#: 801-71580
Years in Business: 10 years