Martin County, FL Financial Advisors and Resources



Financial Advisor Firms in Martin County, FL


SPECTRA INVESTMENT MANAGEMENT, LLC

Website

(772) 324-5640

401 Se Osceola Street

Stuart, FL 34994

SEC#: 801-110258
Years in Business: 4 years

MOTIV8 INVESTMENTS LLC

Website

(772) 807-4628

2104 Se Rays Way

Stuart, FL 34994

SEC#: 801-108653
Years in Business: 4 years

FOGEL CAPITAL MANAGEMENT INC

Website

(772) 223-9686

453 Riverside Drive

Stuart, FL 34994

SEC#: 801-49135
Years in Business: 26 years

HBK SORCE ADVISORY LLC

Website

(772) 287-4110

1000 Se Monterey Commons Blvd.
Suite 101
Stuart, FL 34996

SEC#: 801-60424
Years in Business: 20 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(561) 729-2778

759 Sw Federal Hwy
#309
Stuart, FL 34994

SEC#: 801-117179
Years in Business: 2 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(561) 729-2778

3725 Se Ocean Blvd
Suite 100C
Stuart, FL 34996

SEC#: 801-117179
Years in Business: 2 years

HARBOR FINANCIAL SERVICES, LLC

Website

(772) 221-1114

850 Nw Federal Highway
#192
Stuart, FL 34994

SEC#: 801-65811
Years in Business: 15 years

COLLABORATIVE WEALTH MANAGEMENT, INC.

Website

(772) 283-6342

1805 S. Kanner Hwy.

Stuart, FL 34994

SEC#: 801-80100
Years in Business: 7 years

NBC SECURITIES, INC.

Website

(772) 426-8176

2400 Se Monterey Rd
Suite 100
Stuart, FL 34996

SEC#: 801-58257
Years in Business: 20 years


How Retirement-Friendly is Martin County, FL?

  • Population: 159,065
  • % of Population 62 Years and Over: 35.4%
  • Average Home Value: $314,900
  • Average Monthly Housing Cost: $1,009
  • Average Household Income: $98,131
  • 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.)


Martin County, FL Financial Advisor FAQs

A financial advisor is someone who helps people plan for their future. A financial advisor can assist you in understanding where you are financially, help create a workable plan to reach your goals, provide guidance on investing and managing your assets.
Financial advisors offer a range of services that help investors achieve their financial goals. Services typically include: managing day-to-day portfolio, estimating future needs such as retirement expenses or other estate needs, and providing guidance on investments other than through an employer's plan or a pension plan.
You need a financial advisor because their job is to help you allocate your resources wisely, invest your money appropriately for your needs, maintain an annual review of your needs, and fashion strategies based on real life cycle events.
Generally speaking, most professionals charge either an hourly fee or a percentage of assets. Neither model is inherently better than the other, so it's worth considering which approach would best suit your needs or preferences when selecting a financial advisor.