Find a Financial Advisor in Delray Beach, FL

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 10 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: 38 years

KBK CAPITAL MANAGEMENT, LLC

Website

(561) 945-3115

55 South East 2nd Avenue

Delray Beach, FL 33444

SEC#: 801-111903
Years in Business: 4 years

SAVIOR LLC

Website

(561) 609-4525

220 Congress Park Drive
Suite 110
Delray Beach, FL 33445

SEC#: 801-114564
Years in Business: 2 years

PORTFOLIO MEDICS, LLC

Website

(561) 455-0059

301 W. Atlantic Ave.
Ste O-5
Delray Beach, FL 33444

SEC#: 801-113846
Years in Business: 3 years

PORTFOLIO MEDICS, LLC

Website

(561) 455-0059

301 W. Atlantic Ave.
Ste O-5
Delray Beach, FL 33444

SEC#: 801-113846
Years in Business: 3 years

PORTFOLIO MEDICS, LLC

Website

(561) 455-0059

301 W. Atlantic Ave.
Ste O-5
Delray Beach, FL 33444

SEC#: 801-113846
Years in Business: 3 years

ESM MANAGEMENT LLC

Website

(646) 564-3486

928 Iris Drive

Delray Beach, FL 33483

SEC#: 801-70456
Years in Business: 12 years

AMERANT INVESTMENTS, INC.

Website

(561) 666-9476

1811 South Federal Highway Unit 100

Delray Beach, FL 33483

SEC#: 801-61889
Years in Business: 19 years

 


Delray Beach, FL Financial Advisor FAQs

The primary responsibility of a financial advisor is to help people invest and manage their wealth. A financial advisor can work for an investment company, bank or brokerage firm, generally either working with clients on the phone or in person.
In the US, a financial advisor is often essential to accomplish financial goals even if it's just for preparing a budget. A typical financial advisor will provide you with education on your current situation and prepare a portfolio that reflects your risk tolerance and other concerns.
Consider their fee structure. Some advisors are paid through commissions, others are an employee of the advisor's company, and some are compensated hourly or on a retainer. The clear downside to relying on commissions is that it provides revenue streams for an advisor to take more money from, if they're unethical enough.
Financial advisors get paid mostly through commissions on the investment products they sell or by hourly fees for an advisory service.