Expertise.com

2024

Last updated:

Best Financial Advisors in Boynton Beach

Our Recommended Top 13

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 Boynton Beach 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

22Curated

13Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

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.

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

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
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Price: Free Consultation

Boynton Beach, FL

Why choose this provider?

Need help contacting a Financial Advisor in Boynton Beach? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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

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

Why choose this provider?

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
Detail

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (6)

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

Why choose this provider?

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 (2)

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

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

Why choose this provider?

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.
4.0
Google
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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.

  • How can you find unbiased and professional financial advice in Boynton Beach?

    Income and asset protection in Boynton Beach aims to examine different aspects of your financial situation. Income protection will protect your insurance policies, such as life and disability insurance, as well as your pension and annuities. Asset protection, on the other hand, looks for your particularly important funds, such as long-term care and umbrella insurance, tax-managed diversification, and the usage of LLCs.

  • What does hourly-only planning mean in Boynton Beach?

    A Boynton Beach hourly-only planning arrangement means that your financial advisor does not sell investment products and does not earn commissions from doing so. Additionally, hourly-only planning companies and advisors concentrate entirely on helping you, free from the nuisance of conflicts of interest brought on by managing or selling financial goods.

  • Are annuities taxed in Boynton Beach?

    Annuities are tax-deferred in Boynton Beach, meaning that you won't have to pay income tax on interest or earnings until you begin taking withdrawals in retirement at age 5912 or later. When withdrawn, qualified annuities that were bought with pre-tax funds are fully taxed as regular income. Accrued interest on nonqualified annuities purchased after August 13, 1982, is taxed on a Last In, First Out (LIFO) basis and is subject to ordinary income tax upon withdrawal.

  • What benefits do tax-advantaged investments in Boynton Beach offer?

    Tax-advantaged investing in Boynton Beach offers people an advantageous opportunity to reduce their income tax obligations. In this metro, there are a number of tax-advantaged options to consider, such as forming partnerships in industries like oil and gas and real estate. These partnerships give tax advantages to the businesses themselves as well as to the investors who participate in them.

  • Does tax-free investment exist in Boynton Beach?

    Yes, Boynton Beach offers tax-free investments including tax-free money market funds and municipal bonds. Municipal bonds are issued by state and local governments to support capital expenditures, and municipal bond funds frequently invest in these bonds. On the other hand, tax-free money market funds, which have considerable liquidity, invest in short-term notes issued by state and municipal governments.

  • 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.