Best Financial Advisors in Delray Beach 2022
We scored 25 Financial Advisors in Delray Beach and Picked the Top 10
Here are the Picks:
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Annuity Depot
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.
Greenberg Financial Group
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.
Gwynn, Moore & Associates, Inc.
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.
KBK Wealth Management
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.
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
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.
Mar Wealth Management
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.
Paul B. Miller, 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.
Rubin Wealth Advisors
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.
Ulin & Co. Wealth Management
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.