Find a Financial Planner in Indian River County, FL

 

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We Only Work With The Best Indian River 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 Indian River County, FL


  • Financial Advisor Close to Indian River 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 Indian River 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 Indian River 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Indian River County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
37.1% of Indian River 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 Indian River County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Indian River County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Indian River County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Indian River County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Indian River County area, it typically 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 Indian River County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Indian River 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 Indian River County, FL

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

  • Population: 153,989
  • % of Population 62 Years and Over: 37.1%
  • Average Home Value: $203,000
  • Average Monthly Housing Cost: $888
  • Average Household Income: $87,526
  • 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 Indian River County, FL


PROFESSIONAL ADVISORY SERVICES INC

Website

(772) 778-0552

2770 Indian River Blvd
Suite 204
Vero Beach, FL 32960

SEC#: 801-14090
Years in Business: 42 years

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC

Website

(772) 453-2723

601 21st Street
Suite 318
Vero Beach, FL 32960

SEC#: 801-119231
Years in Business: 0 years

TREASURE COAST FINANCIAL PLANNING, INC.

Website

(772) 231-1422

545 Beachland Blvd

Vero Beach, FL 32963

SEC#: 801-77753
Years in Business: 8 years

GALLATIN & COMPANY, LLC

Website

(772) 231-9607

505 Beachland Blvd - Suite 7

Vero Beach, FL 32963

SEC#: 801-60165
Years in Business: 20 years

WASHBURN CAPITAL MANAGEMENT INC.

Website

(772) 564-7291

70 Royal Palm Pointe
Suite C
Vero Beach, FL 32960

SEC#: 801-112874
Years in Business: 3 years

PEACHTREE INVESTMENT PARTNERS, LLC

Website

(404) 226-2728

601 21st Street
Suite 300
Vero Beach, FL 32960

SEC#: 801-112764
Years in Business: 3 years

ESSEX ASSET MANAGEMENT LLC

Website

(772) 234-6455

819 Beachland Blvd.

Vero Beach, FL 32963

SEC#: 801-70193
Years in Business: 12 years

BIMINI ADVISORS, LLC

Website

(772) 231-1400

3305 Flamingo Drive

Vero Beach, FL 32963

SEC#: 801-76949
Years in Business: 9 years

CORRY CAPITAL ADVISORS, LLC

Website

(855) 356-1208

3505 Ocean Drive

Vero Beach, FL 32963

SEC#: 801-77749
Years in Business: 8 years

ARMOUR CAPITAL MANAGEMENT LP

Website

(772) 617-4340

3001 Ocean Drive
Suite 201
Vero Beach, FL 32963

SEC#: 801-76965
Years in Business: 9 years