Find a Financial Advisor in Deerfield Beach, FL

 

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

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We Only Work With The Best Deerfield 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 Deerfield Beach, FL


  • Financial Advisor Close to Deerfield 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 Deerfield 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 Deerfield Beach, FL

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

  • Population: 80,312
  • % of Population 62 Years and Over: 25.4%
  • Average Home Value: $217,100
  • Average Monthly Housing Cost: $1,156
  • Average Household Income: $64,370
  • 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 Deerfield Beach, FL

 

COMPASS FINANCIAL GROUP, INC.

Website

(954) 481-2607

665 S.E. 10th Street
Suite 202
Deerfield Beach, FL 33441

SEC#: 801-61941
Years in Business: 18 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(315) 727-3007

799 Se 19th Ave
Suite 3
Deerfield Beach, FL 33441

SEC#: 801-80983
Years in Business: 6 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(315) 727-3007

799 Se 19th Ave
Suite 3
Deerfield Beach, FL 33441

SEC#: 801-80983
Years in Business: 6 years

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Website

(315) 727-3007

799 Se 19th Ave
Suite 3
Deerfield Beach, FL 33441

SEC#: 801-80983
Years in Business: 6 years

BROWN, BENJAMIN, A.

Website

(214) 505-1170

333 Ne 21st Ave., Ste 1510

Deerfield Beach, FL 33441

SEC#: 801-60609
Years in Business: 19 years

WORLD EQUITY GROUP, INC.

Website

(561) 988-8890

1108 E. Newport Center Drive

Deerfield Beach, FL 33442

SEC#: 801-56328
Years in Business: 22 years

LOTUSGROUP CAPITAL, LLC

Website

(720) 593-9861

1103 Se 6th Street

Deerfield Beach, FL 33441

SEC#: 801-114198
Years in Business: 2 years

 


Deerfield Beach, FL Financial Advisor FAQs

Their main job is to help their client set and stick to a budget. A financial advisor will analyze your income and expenditure, provide clarity in the form of goals, and outline steps required in order to achieve these goals.
Yes - anyone who is just starting out should see a financial advisor. Every person has their own financial needs which are different. A good financial advisor will get to know the person, what they want to achieve, and present him/her with an appropriate plan to build on it.
Is the advisor affiliated with any financial institution? If so, ask which one(s). Do their investment options mirror your needs? Ask questions about their fees and client.
It depends on the type of advisor, but typically advisors can get paid in one of two ways. The first is an hourly rate or salary directly from the client, and the other way is through commissions received for products they sell to their clients.