Find a Financial Advisor in Vero Beach, FL

 

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

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We Only Work With The Best Vero Beach 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

Conflict Free

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 Vero Beach, FL


  • Financial Advisor Close to Vero 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

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

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

  • Population: 16,857
  • % of Population 62 Years and Over: 33.3%
  • Average Home Value: $272,200
  • Average Monthly Housing Cost: $924
  • Average Household Income: $92,654
  • 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 Vero Beach, 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: 43 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: 1 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

 


Vero Beach, FL Financial Advisor FAQs

You have a number of different ways to find an advisor. A quick internet search for financial advisors can result in a substantial list of professionals to select from. However, if you're looking for an advisor who speaks your language and understands your cultural influences, you'll want to visit with people face-to-face before committing.
There are a few different costs you need to know about. In general, financial advisors can be broadly grouped into two types: 1) hourly and 2) percentage of assets managed.
You need a financial advisor if you have a high risk tolerance and want to manage your finances with ease.
A financial advisor manages investments within a client's portfolio by selecting securities appropriate for the client's objectives, risk tolerance, and time horizon. A few examples of common objectives are long-term growth or capital preservation.