Find a Financial Advisor in Lake Worth, FL

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We Only Work With The Best Lake Worth Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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

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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 Lake Worth, FL

  • Financial Advisor Close to Lake Worth, 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 Lake Worth, 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 Lake Worth, FL

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

  • Population: 38,010
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $211,500
  • Average Monthly Housing Cost: $1,075
  • Average Household Income: $60,327
  • 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.)


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The Top Financial Advisor Firms in Lake Worth, FL

 

MARIACA WEALTH MANAGEMENT, LLC

Website

(561) 650-8061

8401 Lake Worth Road
Suite 226
Lake Worth, FL 33467

SEC#: 801-107298
Years in Business: 6 years

CHELSEA ADVISORY SERVICES, INC

Website

(561) 252-9580

8401 Lake Worth Road
Suite 203
Lake Worth, FL 33467

SEC#: 801-112349
Years in Business: 4 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(609) 924-2049

5563 Fountain Drive South

Lake Worth, FL 33467

SEC#: 801-51232
Years in Business: 26 years

CORECAP ADVISORS, LLC

Website

(561) 523-3947

6858 Finamore Circle

Lake Worth, FL 33467

SEC#: 801-72687
Years in Business: 10 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(609) 924-2049

5563 Fountain Drive South

Lake Worth, FL 33467

SEC#: 801-51232
Years in Business: 26 years

ANDREW GARRETT, INC.

Website

(561) 336-3730

7759 Great Oak Dr

Lake Worth, FL 33467

SEC#: 801-71581
Years in Business: 11 years

CHELSEA ADVISORY SERVICES, INC

Website

(561) 252-9580

8401 Lake Worth Road
Suite 203
Lake Worth, FL 33467

SEC#: 801-112349
Years in Business: 4 years

PGIM, INC.

Website

(561) 623-7159

9897 Lake Worth Rd.
Suite 303
Lake Worth, FL 33467

SEC#: 801-22808
Years in Business: 37 years

ANDREW GARRETT, INC.

Website

(561) 336-3730

7759 Great Oak Dr

Lake Worth, FL 33467

SEC#: 801-71581
Years in Business: 11 years

 


Lake Worth, FL Financial Advisor FAQs

Lake Worth Beach, formerly known as Lake Worth, is a city in Palm Beach County, Florida, United States, about 64 miles (103 kilometers) north of Miami. Palm Beach State College, based in Lake Worth, Florida, is a major player in the education market, with a $58.3 million yearly income. It employs 2,393 people and is the area's largest employer. Great beaches, a new fishing pier, historic buildings, and a renovated downtown with an eclectic mix of antique stores, specialized shops, restaurants, art galleries, music venues, and special events make Lake Worth a desirable destination. Choose from a variety of financial advisory services in Lake Worth, FL. Lake Worth Beach, formerly known as Lake Worth, is a city in Palm Beach County, Florida, United States, north of Miami. The city`s name is derived from Lake Worth Lagoon, named after General William J. Worth, who led the US military in the second half of the Second Seminole War. Moreover, Palm Beach State College is the leading employer in the area with more than 1,000 employees. Each of the advisors in these areas is a qualified professional who can help with all your financial aspects.

If you are not confident in your financial know-how, one would say it is a good idea. Financial advisors can provide vital guidance on the how much money should be invested for retirement or education funds, as well as general advice about different types of investments.

A financial advisor helps you make decisions about your money. A good financial advisor's goal is not just to help clients manage their finances better off but also work smarter with their money so that they're able to retire comfortably and save for future needs without feeling too strapped by day-to-day living expenses.

The standard compensation model used by all advisors is charging a 1-3% fee on investments, 1/2 of which is taken up front and the other half is paid out over 12-17 years.

It may be helpful to ask yourself these questions when thinking about getting one. Do you currently feel like you are at risk for shortage of money in the future? Are there some headaches that seem to chase away other thoughts? Do you need lots of advice on what to do with lots of bits and pieces of money?


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