Find a Financial Planner in Delray Beach, FL

 

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We Only Work With The Best Delray 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 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 Delray Beach, FL


  • Financial Advisor Close to Delray 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

 

How Can a CFP® in Delray Beach Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Delray Beach area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Delray Beach include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
30.0% of Delray Beach'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 Delray Beach area can create a custom plan and walk with you each step of the way.
In the Delray Beach 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 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 Delray Beach area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Delray Beach 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 Delray Beach 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Delray Beach area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 68,217
  • % of Population 62 Years and Over: 30%
  • Average Home Value: $305,300
  • Average Monthly Housing Cost: $1,407
  • Average Household Income: $96,439
  • 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 Delray Beach, FL


MACLENDON WEALTH MANAGEMENT, LLC

Website

(561) 293-3520

137 Nw 1st Avenue

Delray Beach, FL 33444

SEC#: 801-72376
Years in Business: 9 years

KEATING INVESTMENT COUNSELORS INC

Website

(561) 278-7862

777 East Atlantic Ave
Suite 303
Delray Beach, FL 33483

SEC#: 801-19820
Years in Business: 37 years

KBK CAPITAL MANAGEMENT, LLC

Website

(561) 945-3115

55 South East 2nd Avenue

Delray Beach, FL 33444

SEC#: 801-111903
Years in Business: 3 years