Find a Financial Planner in Palm Beach, FL

 

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We Only Work With The Best Palm 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 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, FL


  • Financial Advisor Close to Palm 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

 

How Can a CFP® in Palm Beach Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Palm Beach area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Palm Beach typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
71.6% of Palm Beach's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Palm Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Palm Beach area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Palm Beach area.
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 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 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 is a good way to make high-interest debts more manageable. Advisors in the Palm Beach area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 8,723
  • % of Population 62 Years and Over: 71.6%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,523
  • Average Household Income: $328,465
  • 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, FL


CYPRESS CAPITAL GROUP

Website

(561) 659-5889

251 Royal Palm Way
Suite 500
Palm Beach, FL 33480

SEC#: 801-61733
Years in Business: 18 years

DUDLEY & SHANLEY, INC.

Website

(561) 855-4742

205 Worth Avenue
#311
Palm Beach, FL 33480

SEC#: 801-72572
Years in Business: 10 years

GENROCK CAPITAL MANAGEMENT, LP

Website

(212) 301-0770

214 Brazilian Avenue
Suite 212
Palm Beach, FL 33480

SEC#: 801-117084
Years in Business: 1 years

ENDOWMENT RESEARCH GROUP, LLC

Website

(708) 846-9950

2875 South Ocean Boulevard
Suite 200
Palm Beach, FL 33480

SEC#: 801-117836
Years in Business: 1 years

IMPALA ASSET MANAGEMENT, LLC

Website

(203) 972-4100

324 Royal Palm Way
3rd Floor
Palm Beach, FL 33480

SEC#: 801-65642
Years in Business: 15 years

HARVEY CAPITAL MANAGEMENT INC

Website

(561) 804-9181

400 Royal Palm Way
Suite 400
Palm Beach, FL 33480

SEC#: 801-52027
Years in Business: 25 years