Find a Financial Planner in Palm Beach County, FL

 

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We did the hard work of finding trustworthy partners in Palm Beach County, FL.

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We Only Work With The Best Palm Beach 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 Palm Beach County, FL


  • Financial Advisor Close to Palm Beach 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 Palm Beach County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Palm Beach County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Palm Beach County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
27.3% of Palm Beach 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 Palm Beach County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Palm Beach County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Palm Beach 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 Palm Beach 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 is a service offered by many financial advisors, planners, and other professionals in the Palm Beach County 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Palm Beach County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 1465,027
  • % of Population 62 Years and Over: 27.3%
  • Average Home Value: $298,200
  • Average Monthly Housing Cost: $1,306
  • Average Household Income: $99,173
  • 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 Palm Beach County, FL


SYNTAX RESEARCH, INC.

Website

(855) 796-8296

150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432

SEC#: 801-76880
Years in Business: 8 years

STONE CREEK CAPITAL MANAGEMENT LLC

Website

(609) 688-8701

2799 Nw 2nd Avenue, Suite 101

Boca Raton, FL 33431

SEC#: 801-109948
Years in Business: 4 years

SKY ALPHA ASSET ADVISORS LLC

Website

(561) 410-7790

327 Plaza Real
Suite 235
Boca Raton, FL 33432

SEC#: 801-113000
Years in Business: 3 years

IPC PRIVATE WEALTH PARTNERS, LLC

Website

(561) 912-1066

5002 T-Rex Avenue,
Suite 225
Boca Raton, FL 33431

SEC#: 801-108178
Years in Business: 4 years

III CAPITAL MANAGEMENT

Website

(561) 544-4400

777 Yamato Road
Suite 300
Boca Raton, FL 33431

SEC#: 801-60505
Years in Business: 19 years

ALLFINANCIAL PARTNERS II, LLC

Website

(561) 430-5317

4800 N Federal Hwy

Boca Raton, FL 33431

SEC#: 801-79231
Years in Business: 7 years

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Website

(561) 912-1040

5002 T-Rex Avenue
Suite 225
Boca Raton, FL 33431

SEC#: 801-61381
Years in Business: 18 years

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Website

(954) 334-3450

1200 North Federal Highway
Suite 400
Boca Raton, FL 33432

SEC#: 801-68448
Years in Business: 13 years

ROYAL CAPITAL MANAGEMENT LLC

Website

(561) 394-4174

4400 N. Federal Highway
Suite 300
Boca Raton, FL 33431

SEC#: 801-66805
Years in Business: 14 years

PRESCOTT GENERAL PARTNERS LLC

Website

(561) 314-0800

2200 Butts Road, Suite 320

Boca Raton, FL 33431

SEC#: 801-73464
Years in Business: 9 years