Find a Financial Planner in West Palm Beach, FL

 

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

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

  • Financial Advisor Close to West 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 West Palm 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 West Palm Beach area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in West Palm Beach is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
21.9% of West 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 West Palm Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the West Palm Beach area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the West Palm Beach area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the West Palm Beach area often offer tax planning services to their clients. 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 West 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 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 West Palm Beach 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 West 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 West Palm Beach, FL

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

  • Population: 109,767
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $245,800
  • Average Monthly Housing Cost: $1,280
  • Average Household Income: $81,826
  • 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 West Palm Beach, FL


WEXFORD CAPITAL LP

Website

(561) 273-8600

777 South Flagler Drive
Suite 602 East
West Palm Beach, FL 33401

SEC#: 801-55118
Years in Business: 23 years

STRATEGIC WEALTH PARTNERS INC.

Website

(585) 738-9930

10693 Waterford Place

West Palm Beach, FL 33412

SEC#: 801-72682
Years in Business: 9 years

STERLING INVESTMENT MANAGEMENT

Website

(561) 835-1810

302 Datura Street
Suite 100
West Palm Beach, FL 33401

SEC#: 801-80903
Years in Business: 6 years

GLOBAL TRUST

Website

(561) 472-0191

515 North Flagler Drive
Suite 1700
West Palm Beach, FL 33401

SEC#: 801-68778
Years in Business: 13 years

BLUE OCEAN CAPITAL

Website

(561) 659-3301

501 South Flagler Drive
Suite 220
West Palm Beach, FL 33401

SEC#: 801-57664
Years in Business: 21 years

AGNELLO FINANCIAL GROUP, INC.

Website

(561) 833-7080

712 North Olive Avenue

West Palm Beach, FL 33401

SEC#: 801-109967
Years in Business: 4 years

AFFILIATED PRIVATE INVESTORS LLC

Website

(561) 318-8710

4512 N. Flagler Drive
Suite 201
West Palm Beach, FL 33407

SEC#: 801-49946
Years in Business: 25 years

CASTLE WEALTH MANAGEMENT

Website

(561) 686-9604

201 Arkona Ct

West Palm Beach, FL 33401

SEC#: 801-60871
Years in Business: 19 years

SEA HUNTER CAPITAL

Website

(561) 208-3883

1300 Elizabeth Avenue

West Palm Beach, FL 33401

SEC#: 801-112273
Years in Business: 3 years

INTECH

Website

(561) 775-1100

250 S. Australian Ave
Suite 1800
West Palm Beach, FL 33401

SEC#: 801-60987
Years in Business: 19 years