Find a Financial Planner 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.

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 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

 

How Can a CFP® in Vero Beach Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Vero Beach area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Vero Beach, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
33.3% of Vero 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 Vero Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Vero Beach area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Vero Beach area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Vero Beach area is generally long-term and performed with the help of a qualified planner. 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 Vero 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 Vero 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 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: 42 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: 0 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: 11 years

BIMINI ADVISORS, LLC

Website

(772) 231-1400

3305 Flamingo Drive

Vero Beach, FL 32963

SEC#: 801-76949
Years in Business: 8 years

CORRY CAPITAL ADVISORS, LLC

Website

(855) 356-1208

3505 Ocean Drive

Vero Beach, FL 32963

SEC#: 801-77749
Years in Business: 8 years

ARMOUR CAPITAL MANAGEMENT LP

Website

(772) 617-4340

3001 Ocean Drive
Suite 201
Vero Beach, FL 32963

SEC#: 801-76965
Years in Business: 8 years