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Best Financial Advisors in Delray Beach

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Annuity Depot logo

Annuity Depot

601 N Congress Ave. Suite 431, Delray Beach, FL 33445
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  • Private Wealth Advisor
  • Retirement Planning

Annuity Depot provides wealth management solutions to families and individuals in Delray Beach. It assists clients in protecting their future by providing investment and retirement planning services. The family-owned business works with customers to develop annuity programs that are suited to their specific financial needs and goals. It also offers personal protection products such as long-term care and life insurance. Annuity Depot partners with Great American Insurance Group and American National. Partner Bennett Jay Leiser has been in the industry since 1996.

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Greenberg Financial Group logo

Greenberg Financial Group

3240 Ridge Lane, Boynton Beach, FL 33435
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  • Certified Financial Planner (CFP)

Greenberg Financial Group caters to clients in Delray Beach and the neighboring areas. The company assists individuals in preparing for their future income and expenses by providing financial advising solutions focusing on investment, taxation, retirement, and lifestyle. It also creates estate planning strategies to protect and preserve their properties. Founding attorney Michael Greenberg has been a certified financial planner since 1993. He is also a licensed insurance agent in New York, Pennsylvania, New Jersey, Connecticut, California, and Texas.

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Gwynn, Moore & Associates, Inc. logo

Gwynn, Moore & Associates, Inc.

101 SE 6th Avenue Suite F, Delray Beach, FL 33483
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  • Retirement Planning

Gwynn, Moore & Associates, Inc., is a firm that caters to individuals looking to secure their finances in Delray Beach. Its financial advisory services cover various elements, such as investment planning, education funding, retirement planning, insurance, estate planning, and business owner planning. Its advisors collect the necessary financial data from clients, analyze the current status, provide alternatives, and implement and review the strategies. Company president Joseph P. Moore is a Chartered Financial Consultant and a Chartered Life Underwriter.

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KBK Wealth Management logo

KBK Wealth Management

301 W. Atlantic Ave., Suite 0-6, Delray Beach, FL 33444
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  • Certified Financial Planner (CFP)

KBK is a full-service independent financial consulting and wealth management firm serving clients in Delray Beach. It offers a variety of financial advisory services, such as investment management, retirement planning, and income analysis. For more than 30 years, its fiduciary financial advisors have assisted clients in making prudent decisions based on the changing dynamics of the economy and the marketplace. They also take continuing education courses to stay current on financial, legal, and tax changes that may affect their clients.

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Keating Investment Counselors, Inc. logo

Keating Investment Counselors, Inc.

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

Keating Investment Counselors, Inc., is a financial services firm that caters to clients in the Delray Beach area. It handles value-oriented investing that is both tax-efficient and dividend-focused. Its customizable investment policies are produced in the style of value analysis Warren Buffett is known for. The company has been in the industry for over 38 years. Its team consists of members who possess Chartered Financial Analyst and Certified Financial Planner credentials. As of 2020, it has managed about $269 million for more than 120 clients.

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Maclendon Wealth Management logo

Maclendon Wealth Management

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

Maclendon Wealth Management is an independent company in Delray Beach that has been serving the community since 2011. Its core services include asset management and growth, real estate and insurance advisory, wealth preservation, retirement planning, and investment solutions. Its professionals also advise business owners and entrepreneurs on raising capital, pursuing acquisitions, and restructuring organizations. Jeremy S. Office, the company's founder, holds the designations CFP and ChFC. He serves on the Delray Beach Chamber of Commerce's Board of Directors.

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Mar Wealth Management logo

Mar Wealth Management

500 South Australian Ave Suite 600, West Palm Beach, FL 33401
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  • Certified Financial Planner (CFP)

Mar Wealth Management works with high-net-worth individuals and families in Delray Beach. The company prefers to maintain a small number of clients to provide personal attention to clients' needs. Its financial advisory staff offers various services, including portfolio management; wealth protection; and tax, trust, and legacy planning. The firm also creates wealth transfer strategies and helps people manage their liabilities. Its team is led by Maricela A. Ramos, a Certified Financial Planner with over 30 years of industry experience.

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Paul B. Miller, CFP logo

Paul B. Miller, CFP

7805 NW Beacon Square Blvd. Suite 102, Boca Raton, FL 33487
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  • Certified Financial Planner (CFP)

Paul B. Miller, CFP, an investment advisor from Indian River Financial Group, serves individuals and families in Delray Beach and the surrounding areas. He helps clients protect their wealth and prepare for the future by providing financial and investment planning services. He uses the Wealth Optimization System for managing and planning customers' wealth goals. Miller carries 28 years of experience in the industry and is a former president and chairman of the Financial Planning Association of Florida.

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Rubin Wealth Advisors logo

Rubin Wealth Advisors

1200 N Federal Highway Suite 200, Boca Raton, FL 33432
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  • Private Wealth Advisor
  • Retirement Planning

Rubin Wealth Advisors serves individuals and small businesses in Delray Beach and the surrounding areas. The firm assists clients in structuring the sale of assets or a business, as well as the transfer of wealth to heirs, by developing a targeted strategy that outlines personal and financial objectives. It can also help with business continuity and succession planning, asset and wealth management, and insurance planning. Rubin Wealth Advisors has partnerships with Moneyguide Pro, RiskAlyze, Blueleaf, Charles Schwab, and Adhesion Wealth Management.

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Ulin & Co. Wealth Management logo

Ulin & Co. Wealth Management

301 Yamato Road Suite 3150,, Boca Raton, FL 33431
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Ulin & Co. Wealth Management is an independent advisory firm that caters to individuals, families, business owners, corporate executives, and retirees in Delray Beach and the surrounding communities. It offers financial planning services, which involve creating tax, insurance, estate, and retirement income plans. It has partnered with Pershing, Fidelity, and Charles Schwab to provide asset custody, research, and trading services. Its team also formulates business succession, continuity, and exit plans. CEO Jon Ulin is a Certified Financial Planner.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A:  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.

Q: Can my financial planner help with taxes?

A: 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).

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