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Best Financial Advisors in Boynton Beach

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Boynton Beach, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Price: Free consultation

Banyan Global Investment Advisors logo
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Banyan Global Investment Advisors

2600 N Military Trail Suite 250, Boca Raton, FL 33431
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  • Retirement Planning
  • Insurance Products

Business Description

Banyan Global Investment Advisors is a financial advisory firm serving Boynton Beach. It caters to clients looking to get their finances in order and assists them with wealth protection, investment management, and retirement planning. Its team of financial planners also helps families with special needs children create trusts, determine financial strategies, and avail of federal and local government programs. Among its founders is Daniel Reich, working with high net worth families since establishing his firm in 2008.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Family First Financial Planning logo
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Family First Financial Planning

850 NW Federal Highway, Suite 150, Stuart, FL 34994
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  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Tax Planning

Business Description

Family First Financial Planning serves individuals in the Boynton Beach area. The firm aims to help clients protect their wealth and achieve their financial goals by developing realistic plans. It offers various financial planning options, such as retirement, college, insurance, and senior planning. The company was established by Leslie E. Trowbridge, a Certified Financial Planner who worked in the banking field for 15 years before opening her firm in 1998. She appeared in The Wall Street Journal and the Sun-Sentinel.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fialkow Financial Planning logo
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Fialkow Financial Planning

Boynton Beach, FL
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  • Certified Financial Planner (CFP)

Business Description

Serving Boynton Beach, Fialkow Financial Planning offers advice to people from all walks of life and income levels. Ira Fialkow, the owner, provides career professionals, young families, pre-retirees, and retirees with guidance in developing a financial plan. Fialkow is a Certified Financial Planner and Retirement Income Certified Professional who embraces his fiduciary responsibility to clients. He strives to make financial advice accessible to the community. He meets clients to know their needs and objectives and recommends suitable financial steps.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Greenberg Financial Group logo
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Greenberg Financial Group

55 SE 2nd Avenue, Delray Beach, FL 33444
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  • Certified Financial Planner (CFP)

Business Description

Greenberg Financial Group is an independent advisory firm serving individuals and families in Boynton Beach. It offers wealth management and financial planning solutions covering retirement, estate planning, investment, lifestyle, and taxation. It utilizes a four-pronged approach that manages risk through diversification. The agency also provides planning options for life, disability income, and long-term care insurance. Greenberg Financial Group is headed by Michael Greenberg, who holds a CFP designation and has been in the industry since 1993.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Gwynn, Moore & Associates, Inc. logo
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Gwynn, Moore & Associates, Inc.

101 SE 6th Avenue Suite F, Delray Beach, FL 33483
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  • Private Wealth Advisor

Business Description

Gwynn, Moore & Associates, Inc. offers financial advice to clients in Boynton Beach. The firm helps individuals and families with managing their wealth so that they can meet current and future needs. Its professionals help in setting up a retirement plan and creating an investment portfolio. Its team also assists with estate planning, which covers drafting a will and setting up a trust. Company president Joseph Moore is a Chartered Financial Consultant with more than 25 years of experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Keating Investment Counselors, Inc. logo
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Keating Investment Counselors, Inc.

101 SE 6th Ave, Suite A, Delray Beach, FL 33483
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  • Certified Financial Planner (CFP)

Business Description

Keating Investment Counselors, Inc., is a financial advisory and wealth management firm serving the community of Boynton Beach. For over 40 years, it has offered investment guidance and portfolio management that come with personalized services like written reviews detailing the rationale for investment changes and meetings to outline investor objectives and financial plans. The company currently manages nearly $269 million in funds for over 120 clients and has team members with Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) credentials.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Maclendon Wealth Management logo
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Maclendon Wealth Management

137 NW 1st Avenue, Delray Beach, FL 33444
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Maclendon Wealth Management provides financial advisory services to individuals and business owners in Boynton Beach and the surrounding areas. It helps clients maximize their wealth through various alternative crowdfunding strategies, such as hedge funds, venture capital, and private placements. It also assists clients in clash flow modeling, acquisitions and divestitures, restructuring, and growth plans. It also conducts business plan reviews and gives advice on general business matters and on transitioning out their businesses. Founded by Jeremy Office, this company was established based on relationships.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Marmorstein Wealth Management logo
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Marmorstein Wealth Management

2385 Northwest Executive Center Drive #100, Boca Raton, FL 33431
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  • Retirement Planning

Business Description

Since its founding in 1995, Marmorstein Wealth Management has been serving ​individuals and businesses in Boynton Beach and the surrounding areas. Its services cover all areas of financial management, including retirement planning, investment management, risk management, insurance plans, and estate conservation. In his over 30 years of experience, founder Warren A. Marmorstein holds multiple licenses like CPA, Investment Advisor Representative, and Life and Health Insurance Agent. He has been featured in several media outlets, including The Wall Street Journal, CNN, and NBC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)
Palm Beach Financial Advisors, Inc. logo
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Palm Beach Financial Advisors, Inc.

2135 South Congress Avenue Suite 1C, West Palm Beach, FL 33406
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  • Retirement Planning

Business Description

Palm Beach Financial Advisors, Inc., helps individuals in the Boynton Beach area improve their long-term financial success. The firm provides financial planning programs that aim to conserve and protect the client's assets. Its programs cover investment, insurance, retirement, estate, tax, and lifestyle planning. Its advisors create budgets to help make decisions on where the client's money goes and determine where to put their excess cash to work. Its president, Rico Ayala, is a certified public accountant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Physicians Wealth Care, LLC logo
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Physicians Wealth Care, LLC

10706 St. Andrews Road, Boynton Beach, FL 33436
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  • Certified Financial Planner (CFP)

Business Description

Physicians Wealth Care serves clients in Boynton Beach and nearby areas. Its financial advisors plan the clients' income, business, estate, and retirement needs. Their business planning services include risk management, fair wealth allocation to owners, and succession strategies. In addition, they manage the clients' taxes through deduction, investment tax planning, and income deferral. They also provide clients with an understanding of passive income and losses. Principal Edward H. Maass has been a financial advisor since 1982.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
URS Advisory logo
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URS Advisory

2247 Palm Beach Lakes Blvd, Suite 106, West Palm Beach, FL 33409
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  • Certified Financial Planner (CFP)

Business Description

URS Advisory is a retirement planning firm that serves clients in Boynton Beach and the nearby areas. It helps individuals in navigating the investment marketplace and managing their income. Its professionals also assist clients in finding suitable insurance plans for their needs. They also guide clients in making a financial plan geared towards their goals using specialized software. The firm is founded by the husband-and-wife tandem of Erik and Julia Lembcke, who are both Certified Financial Planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Valued Wealth Management Inc logo
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Valued Wealth Management Inc

5255 North Federal Highway Suite 330, Boca Raton, FL 33487
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  • Certified Financial Planner (CFP)

Business Description

Valued Wealth Management Inc is a financial advisory firm serving the needs of Boynton Beach. The company assists clients in finding financial solutions for retirement, financial security, and legacy development. Its financial professionals guide in risk management and insurance matters, facilitate business and financial planning, and help in estate and legacy building. The firm was established by Steven W Fenyves in 2005. He is a Certified Fund Specialist and a member of the Greater Boca Raton Estate Planning Council.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
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Back to Providers

Frequently Asked Questions

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.

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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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