Expertise.com Homepage

2024

Last updated:

Best Financial Advisors in Jupiter, FL

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Jupiter Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29Reviewed

23Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

2141 Alternate A1A South, Suite 310, Jupiter, FL 33477
WebsiteLicense: 728917

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Asset Advisory Services caters to people in and around Jupiter. It helps individuals and families achieve financial freedom through its planning solutions. The company offers business, retirement, insurance, estate, and tax planning services. Its team takes on matters involving risk management, asset distribution, ownership repositioning, charitable giving, and current tax deduction reviewing and adjustments. Founder and president Curtis Francisco is an AIF and a CFP. He is a member of the Financial Planning Association and the Financial Services Institute.

  • Estate Planning
  • Asset Management
  • Tax Planning
  • Business Planning
  • Financial Advisors
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Jupiter, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

1825 NW Corporate Blvd. Suite 200, Boca Raton, FL 33431
WebsiteLicense: 4809294

Expertise.com Rating

Review Sources

Google
5.0 (2)
Yelp
5.0 (1)

Why choose this provider?

Oceanview Private Wealth caters to customers in the Jupiter metro and the surrounding communities. It offers financial planning services, which help clients achieve their goals. Its plans address areas of concern, such as cash flow and budgets, education and retirement savings, executive benefits and compensation, large purchases, protection needs, and tax planning strategies. It also provides cash management solutions and ongoing investment advice. Daniel Bellino, the managing director, brings over 20 years of industry experience. He holds the Chartered Financial Consultant designation.

  • Certified Financial Planner (CFP)

701 Us Highway 1 Ste 404, North Palm Beach, FL 33408
WebsiteLicense: 1356496

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

South Florida Wealth Management, LLC, serves the residents in Jupiter. Its advisors offer solutions for wealth preservation, estate planning, and retirement preparation. They guide clients in investing their money by informing them of the risks and benefits of each venture. The team also works with clients in navigating insurance options for risk management. Team member William C. Goodlad has been in the financial industry for over 30 years. He holds ChFC and CLU designations.

  • Estate and Trust Specialist
  • Private Wealth Advisor

3300 PGA Boulevard Suite 400, Palm Beach Gardens, FL 33410
WebsiteLicense: 2799304

Expertise.com Rating

Why choose this provider?

Mark Warner serves clients in Jupiter and nearby areas. He offers a wide range of services, from financial, business, and retirement planning to investment strategies and insurance. He is a wealth management advisor for Northwestern Rural, a firm that has been serving the community for more than 160 years. Warner develops a full financial plan for clients who want to manage their current financial success or protect and preserve their assets in the long run.

  • Certified Financial Planner (CFP)

1983 PGA Boulevard Suite 102, Palm Beach Gardens, FL 33408
WebsiteLicense: 5361354

Expertise.com Rating

Review Sources

Google
3.6 (13)
Facebook
5.0 (10)

Why choose this provider?

Vault Wealth Management is a financial firm serving individuals and business owners in Jupiter and nearby areas. It conducts financial consultations to establish a client's objectives and discuss strategies for financial programs. It offers planning solutions for retirement, college, legacy, and income. The company assists with Social Security and Medicare planning. It also provides insurance policies to cover life, disability, health, and long-term care. Vault Wealth Management is affiliated with Avantax Wealth Management, which was founded in 1983.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

601 Heritage Drive, Suite 154, Jupiter, FL 33458
WebsiteLicense: 1062624

Expertise.com Rating

Review Sources

Facebook
5.0 (29)

Why choose this provider?

Financial Investment Network, Inc., is a woman-owned company that caters to customers in the Jupiter metro and the surrounding areas. It helps clients achieve financial independence by offering planning services. It addresses areas of concern, such as insurance, investment, retirement, and tax. The firm's process involves understanding the customers' financial status, identifying their goals, and developing and implementing recommendations. Financial Investment Network has been operating since 1999. Its owner, Nancy Mobberley, holds the Certified Financial Planner designation.

  • Certified Financial Planner (CFP)

1662 N. US Hwy. 1, Suite A, Jupiter, FL 33469
WebsiteLicense: 2988647

Expertise.com Rating

Review Sources

Google
5.0 (17)

Why choose this provider?

Lee Wealth Management is a full-service financial advisory firm that serves clients in Jupiter and the surrounding areas. It handles various aspects of retirement and financial planning, including buy-sell arrangements, retirement planning, and life and long-term care insurance. It offers a variety of investment options, such as annuities, asset protection strategies, IRA, and rollovers. Lee Wealth Management has been in the industry since 1998. Charles Lee, the company's financial planner, is a Chartered Financial Consultant.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

13700 US Highway 1, Suite 102, Juno Beach, FL 33408
WebsiteLicense: 4210501

Expertise.com Rating

Why choose this provider?

Stonebridge Wealth Management is an independently owned company that caters to individuals and corporations in the Jupiter metro and the surrounding communities. It helps clients maximize and manage their wealth by offering financial, estate, retirement, and tax planning and debt counseling. It also assists with forming entities, such as LLCs and S Corps. Mary Beth McManus, the company president, brings over 30 years of experience in the financial industry. She holds the Certified Financial Planner designation.

  • Certified Financial Planner (CFP)
  • Tax Planning

1615 Forum Place Suite 1A, West Palm Beach, FL 33401

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Since 1979, Financial Planning Investment Group has been serving clients in Jupiter. It provides a variety of services, including retirement, estate, and investment planning. Tax planning services are also available, which include educating clients on tax strategies and assisting them with managing their tax bills. It also provides life insurance, personal insurance, and liability insurance. Louis J. Macloskey, the firm's founder, specializes in comprehensive financial planning and has been in the industry for over 40 years.

  • Certified Financial Planner (CFP)

14255 U.S. Highway One Suite 235, Juno Beach, FL 33408
WebsiteLicense: 141977

Expertise.com Rating

Review Sources

Facebook
4.9 (48)
Google
3.0 (2)

Why choose this provider?

SmartPlan Investing caters to individuals, families, businesses, and not-for-profit organizations in the Jupiter metro and the surrounding areas. It offers financial planning services, which help clients identify and reach their financial goals. Its process involves analyzing the customers' volatility tolerance and short and long-term goals, and assessing their portfolio's risk and return. It also provides financial budgeting solutions. In addition, the firm addresses annuities, college saving plans, and Roth IRAs. SmartPlan Investing has been in operation since 1968.

  • Private Wealth Advisor
  • Retirement Planning

4600 Military Trail, Suite 215, Jupiter, FL 33458
WebsiteLicense: 4731679

Expertise.com Rating

Review Sources

Facebook
4.6 (12)
Google
5.0 (4)
Yelp
3.0 (2)

Why choose this provider?

Schanel & Associates PA provides a broad range of financial advisory solutions to help clients attain their financial security goals. The firm serves individuals and families throughout Jupiter and the nearby metros, devising personalized financial roadmaps for clients in planning and preparing for their long-term wealth-building goals. Services include financial planning, investment management, risk management, retirement planning, and 401(k) plans for small businesses. The company's leadership team includes professionals holding the Certified Financial Planner and Chartered Financial Analyst designations.

  • Private Wealth Advisor
  • Retirement Planning

Jupiter, FL
WebsiteLicense: 3019446

Expertise.com Rating

Why choose this provider?

Matthew Billitti is a Certified Financial Planner serving healthcare professionals, business owners, families, and high-net-worth individuals in Jupiter. He helps clients manage wealth through financial and legacy planning, investment analysis, and investment portfolio design and management. Matthew has been in the financial services industry for more than 20 years. He holds licenses in health insurance, state annuities, and Series 66, 63, 10, 9, and 7 financial securities. Matthew is currently serving as a CFP for Rehmann Financial Network, LLC.

  • Certified Financial Planner (CFP)

2401 PGA Blvd. Suite 148, Palm Beach Gardens, FL 33410
WebsiteLicense: 292023

Expertise.com Rating

Why choose this provider?

Optimist Capital caters to clients in Jupiter and the neighboring cities. It helps individuals prepare their current and future finances by offering financial advising and planning services. It also provides wealth management services for clients who wish to protect investments and properties. The company's founder and CEO, Alexander R. Cooke, is a chartered financial analyst and registered investment adviser who has been in the financial industry since 1998. He is also an ambassador of the Palm Beach Chamber of Commerce.

  • Certified Financial Planner (CFP)

8461 Lake Worth Rd Ste 178, Wellington, FL 33467

Expertise.com Rating

Why choose this provider?

Connor Financial Group is an advisory firm serving the Jupiter community. It offers financial planning solutions to individuals, retirees, business owners, women investors, and corporate executives. Its planning process covers the client's short- and long-term goals and risk tolerance. The firm develops a financial picture through a personalized plan that incorporates the client's current liabilities and assets to establish their net worth and review it throughout the years. It also offers portfolio management, sustainable investing, longevity planning, and fixed income services.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Asset Advisory Services
2141 Alternate A1A South, Suite 310, Jupiter, FL 33477Complimentary Initial Consultation
SmartAdvisor by SmartAsset
Jupiter, FLFree Consultation
Oceanview Private Wealth
1825 NW Corporate Blvd. Suite 200, Boca Raton, FL 33431
South Florida Wealth Management, LLC
701 Us Highway 1 Ste 404, North Palm Beach, FL 33408
Mark Warner
3300 PGA Boulevard Suite 400, Palm Beach Gardens, FL 33410
Vault Wealth Management
1983 PGA Boulevard Suite 102, Palm Beach Gardens, FL 33408
Financial Investment Network, Inc.
601 Heritage Drive, Suite 154, Jupiter, FL 33458
Lee Wealth Management
1662 N. US Hwy. 1, Suite A, Jupiter, FL 33469
Stonebridge Wealth Management
13700 US Highway 1, Suite 102, Juno Beach, FL 33408
Financial Planning Investment Group
1615 Forum Place Suite 1A, West Palm Beach, FL 33401
SmartPlan
14255 U.S. Highway One Suite 235, Juno Beach, FL 33408
Schanel & Associates PA
4600 Military Trail, Suite 215, Jupiter, FL 33458
Matthew Billitti
Jupiter, FL
Optimist Capital
2401 PGA Blvd. Suite 148, Palm Beach Gardens, FL 33410
Connor Financial Group
8461 Lake Worth Rd Ste 178, Wellington, FL 33467

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does the concept of "financial fit" mean for individuals in Jupiter when planning for college education?

    For individuals in Jupiter, "financial fit" implies that a college is considered affordable if its expenses can be managed by allocating a modest 10% of discretionary income over a decade and engaging in part-time work of up to ten hours weekly while enrolled. The principle further indicates that for households with income less than double the poverty level, the financial contribution towards college should not go beyond what can be earned from a 10-hour work week.

  • How can individuals in Jupiter effectively plan for unexpected medical expenses?

    Jupiter residents can prepare for unforeseen medical expenses by assessing their current financial standing, including income, savings, and insurance coverage. It's recommended to keep three to six months' living costs as emergency funds and stay within their insurer's network to reach deductibles quickly. Utilization of Health Savings Accounts (HSAs) - if eligible - also proves beneficial for saving pre-tax income toward future medical costs, offering a safety net for unexpected health emergencies.

  • How can individuals in Jupiter make early withdrawals from their 401(k) or IRA accounts without penalties?

    The SECURE 2.0 Act enables Jupiter residents to withdraw funds early from their 401(k) or IRA accounts penalty-free under certain circumstances. They can withdraw up to $22,000 for costs linked to federal disasters and a maximum of $1,000 annually for personal or family emergencies. They can also access funds for doctor-verified terminal illnesses. Domestic violence victims can withdraw the lesser of $10,000 or half the value of their accounts. The Act allows for reimbursements to be made within three years.

  • What are the available tax-free investment options for individuals in Jupiter?

    For citizens of Jupiter, two primary tax-free investment avenues exist: municipal bonds and tax-free money market funds. Municipal bonds, issued by state and local governments, fund capital expenditures, and their interest is federally tax-exempt. On the other hand, tax-free money market funds offer high liquidity by investing in short-term notes of these governments. As securities vary greatly in money market funds, careful evaluation is vital before investing.

  • What is the significance of the Dorothy L. Hukill Financial Literacy Act to high school students in Jupiter?

    The Dorothy L. Hukill Financial Literacy Act, or Florida Senate Bill 1054, mandates high school students in Jupiter and across the state to enroll in a special personal finance class before graduation. This step seeks to bridge the financial literacy gap, providing students with an essential comprehension of money-related principles. This knowledge enables them to successfully manage tasks like budgeting, securing mortgages, planning for retirement, and understanding loans, which are vital skills for a prosperous financial future.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

Other top picks in your area