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Best Financial Advisors in Melbourne

2024

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SmartAdvisor by SmartAsset

Melbourne, 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Melbourne, FL

Why choose this provider?

Need help contacting a Financial Advisor in Melbourne? 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
118 Lanternback Island Dr, Satellite Beach, FL 32937
  • Certified Financial Planner (CFP)

Why choose this provider?

Krehbiel Financial provides personal financial planning services to individuals, couples, and tech professionals in the Melbourne area and neighboring communities. The company specializes in general financial advice, retirement and education planning, and investment, portfolio, and cash flow management. It also offers debt management, tax minimization, and income tax preparation. John Krehbiel opened the firm in 2018. Prior to that, he worked in marketing and engineering management for 15 years and taught physics for 11 years.

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.
4.9
Google
4.9 / 5 (12)
Yelp
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
7380 Murrell Road, Suite 100, Viera, FL 32940
  • Finance Planning
  • Financial Planning

Why choose this provider?

Established in 1932, Allen & Company is a financial advisory firm that serves individuals and businesses in Melbourne and the surrounding communities. It offers comprehensive wealth management solutions, such as retirement, education, and business succession planning, investment planning and portfolio management, life insurance plans, and charitable giving. The company's team of financial advisors holds various professional designations, including Certified Financial Planner, Chartered Financial Analyst, and Certified Investment Management Analyst. They participate in community projects like the Bonnet Spring Parks.

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
3159 Alzante Circle Suite 101, Melbourne, FL 32940
  • Certified Financial Planner (CFP)

Why choose this provider?

McPherson Financial Group dates back to 1980, when Dave McPherson, a captive agent with Liberty National and Prudential, established Dave McPherson and Associates, an independent agency. After many years and several name changes, the company has grown to be a full-service financial planning firm serving Melbourne and nearby communities. Its services include investment management, estate planning, and tax minimization. Additionally, it offers private wealth management to high-net-worth individuals. The firm uses WealthGuard, a portfolio monitoring system, when overseeing its managed accounts.

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.
4.5
Google
4.5 / 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
304 S. Harbor City Boulevard, Suite 200, Melbourne, FL 32901
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Three Bridges Planning is a financial and investment management firm that serves the Melbourne metro. The firm helps its clients achieve their financial goals and responsibilities by developing custom plans involving college funding, debt reduction, health care, retirement income, and Social Security maximization. It offers investment management services for asset classes such as mutual funds and ETFs. One of the firm's founders, Brian Laughlin, is a Certified Financial Planner and currently serves as a trustee on the City of Rockledge General Pension.

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)

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
8245 Devereux Dr. Suite 103, Melbourne, FL 32940
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving Melbourne, Security Financial Management (SFM) assists clients to help them achieve their investment goals. It serves high net-worth individuals, young families, pre-retirees, retirees, business owners, corporate executives, and employees. For over three decades, SFM has been working with clients to develop a custom financial plan according to their needs, goals, and current situation. Managing partners Michael Allen and David Allen are both Certified Financial Planners. While Frank Lovaglio, another managing partner, is a Registered Financial Consultant.

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

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
1329 Bedford Dr, Suite 2, Melbourne, FL 32940
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

JAG Financial serves individuals, families, and businesses in Melbourne as well as in several other states. It assists clients in achieving their financial goals through asset protection, investment planning, insurance, and tax planning. Owner Joseph A. Grutta, EA CFP® is a licensed by the IRS as a tax specialist and a Certified Financial Planner who partners with money managers to develop investment models for clients. He has managed small businesses and has been providing consulting services to business owners since 1983. Grutta offers securities through Peak Brokerage Services, LLC. Member FINRA and SIPC. Advisory Services are offered through Blackridge Asset Management, LLC a Registered Investment Advisor. JAG Financial Services, Peak Brokerage Services, LLC, and Blackridge Asset Management are separate entities.

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 (28)

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
190 McIver Lane, Rockledge, FL 32955
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Financial Cornerstone Group serves Melbourne and the surrounding communities. The local advisory firm helps clients in accomplishing their short- and long-term financial goals. It offers assistance with budgeting, college and retirement planning, portfolio management, investments, profit sharing, and insurance. Professionals from the company assist individuals, families, and business owners in every aspect of their financial journey. They explain complex concepts, guide clients in making informed decisions, and develop strategies tailored to their situation and needs.

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)

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
7331 Office Park Place, Suite #300, Melbourne, FL 32940
  • Certified Financial Planner (CFP)
  • Insurance Products

Why choose this provider?

The Office of Rob Dale is a franchise of LPL Financial, providing retirement and financial planning services to clients in Melbourne. Its branch manager, Robert Dale, is a Certified Financial Planner who guides in achieving both short-term and long-term goals, which includes securing financial independence. He also helps clients in managing their current taxes, controlling their debts, and preparing for their child's college education. In addition to financial planning, the firm offers business, investment, and insurance services.

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 (4)
Facebook
5.0 / 5 (3)

Website
2200 Babcock Street, Melbourne, FL 32901
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Flavin Nooney & Person CPAs and Advisors is a fiduciary financial firm serving Melbourne and nearby locations. It helps personal and commercial clients organize their assets and create strategies to reach their family and business goals. Its advisors assess current aspects such as investment risk and tax exposure, develop action plans, and assist customers in staying on track. Founded in 1989, Flavin Nooney & Person comprises accounting and finance professionals with more than 50 years of collective 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.
3.8
Google
3.8 / 5 (11)

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
3210 N. Wickham Road, Suite 4, Melbourne, FL 32935
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Eastwood & Associates Wealth Strategies, LLC, is a firm that works with clients in the Melbourne area. When it comes to important wealth management concerns, its financial advisors take a systematic approach to assist customers to prioritize goals. They offer tax-advantaged planning to help clients manage their money in the most tax-efficient way feasible. The firm also provides business succession, investment, retirement, and insurance planning. It works with a CPA firm, Bouvier & Associates, to provide a collaborative approach that helps clients understand their financial situations.

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
6767 N. Wickham Road Suite 500, Melbourne, FL 32940
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Moisand Fitzgerald Tamayo provides financial services to Melbourne and the surrounding areas. The firm comprises a team of Certified Financial Planners and tax specialists. It works with clients to understand their short-term and long-term goals, level of risk tolerance, and overall lifestyle to provide tailored advice, financial plans, investment strategies, and tax planning that meet their financial objectives. Moisand Fitzgerald Tamayo has been recognized as one of the top independent wealth management firms by the Financial Times.

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

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.

  • What does a Melbourne 529 plan cover?

    529 plans in Melbourne are investment accounts that help cover educational expenses such as campus housing or off-campus housing rentals, required books and supplies, and special needs equipment and modes of transportation. While originally intended for college, 529 plans are now also used for K-12 education, private and religious schools, trade schools, and graduate programs.

  • Can a 529 plan in Melbourne be transferred to retirement accounts?

    Due to the SECURE 2.0 Act, which was passed by Congress at the end of 2022, the unused portion of Melbourne residents’ 529 plans can now be transferred to a Roth IRA. However, this only takes effect after December 31, 2023. In addition, the owner of the Roth IRA must be the beneficiary of the 529 plan, which must have been open for a minimum of 15 years.

  • What are the benefits of opening a Roth IRA in Melbourne?

    Residents of Melbourne who have opened a Roth IRA are able to make post-tax contributions to the account, as opposed to the pre-tax contributions of traditional IRAs. There are also no age limits set for contributions or required minimum distributions. In addition, those who are aged 59 and a half and have had the Roth IRA for at least five years are allowed tax-free withdrawals.

  • Are Social Security benefits stable for Melbourne retirees?

    Melbourne retirees may be assured of the stability of the Social Security system, as their 2022 Annual Trustees Report expects current trust fund reserves and future taxes to be enough for full and timely retirement benefit payments until 2034. Those who wait to file for Social Security income until after their full retirement age are entitled to 100% of their benefits.

  • Does the Social Security system enroll Melbourne account holders in Medicare?

    Those in Melbourne who file for Social Security benefits before or at age 65 are automatically enrolled in Medicare and will receive notification of this by mail. However, note that Medicare does not cover expenses for dental, vision, and hearing conditions, as well as long-term nursing home care.

  • 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.