Expertise.com

2024

Last updated:

Best Financial Advisors in Delray Beach

Our Recommended Top 12

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 Delray 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.

27Reviewed

21Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Delray Beach, FL

Why choose this provider?

Need help contacting a Financial Advisor in Delray 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
7805 NW Beacon Square Blvd. Suite 102, Boca Raton, FL 33487
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (1)

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 157819

Investment Adviser Public Disclosure Database, SEC

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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 (9)

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 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.

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

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

Why choose this provider?

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.

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 (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 Avenue Suite F, Delray Beach, FL 33483
  • Retirement Planning

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 150120

Investment Adviser Public Disclosure Database, SEC

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 (12)
Yelp
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

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

Why choose this provider?

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.

License Verified:

License: 5983853

Investment Adviser Public Disclosure Database, SEC

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 (11)

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 it mean if your financial advisor in Delray Beach works as a fiduciary?

    If your financial advisor operates as a fiduciary, it means they are legally mandated to provide services and advice that are in your best interest. Fiduciary financial advisors in Delray Beach are also mandated to avoid conflicts of interests. This is why they do not earn commissions from financial products they recommend to the client. The products endorsed would be based on what’s best for the client’s financial goals instead of what would earn them the most compensation.

  • Do you stop working with your Delray Beach financial advisor once your financial plan is complete?

    Not necessarily. It’s your choice if you want to end the relationship and work on achieving the goals of your financial plan on your own. Some financial advisors in Delray Beach also offer consultancy services, which allow you to work with them only when needed. However, it is recommended that you meet with your advisor periodically to review your financial plan. This helps ensure your plan is still on track and gets updated to accommodate life changes.

  • Do you need a financial plan if you’re still 10 years away from retiring in Delray Beach?

    It is recommended to establish a financial plan at least 10 years prior to your target retirement age. Having a clear-cut financial roadmap helps keep you on track to your retirement goals. Financial planning involves evaluating your income flow, the amount you need for a comfortable retirement in Delray Beach, and how much you need to save and invest. It also avoids the risk of having to come out of retirement because your money ran out.

  • What’s the difference between fee-only and fee-based financial advisors in Delray Beach?

    The difference has got to do with the way the advisors are compensated. The compensation of fee-only financial advisors comes solely from the fees paid by their clients; they do not receive commissions or payment for the products they recommend. On the other hand, fee-based financial advisors get compensated by their clients and receive commissions from insurance and investment products. You can expect less sales pitching from fee-only financial advisors in Delray Beach.

  • How can a financial advisor help you after your divorce in Delray Beach?

    A divorce can drastically change your financial situation, particularly if it was your ex-spouse who managed the finances during marriage. A Delray Beach financial advisor can assess your current money situation and establish a new financial plan to achieve your post-divorce goals. Depending on what you need, your advisor can help create a spending plan and an investment strategy, as well as learn ways to pay your bills.

  • 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.

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