Expertise.com

2024

Last updated:

Best Financial Advisors in Wellington, FL

Our Recommended Top 8

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 Wellington Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

22Reviewed

16Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Wellington, FL
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Wellington, FL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Wellington? 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.

8461 Lake Worth Rd., STE 433, Lake Worth, FL 33467
WebsiteLicense: 1755911

Why choose this provider?

CEO Financial Services is a family-owned and family-operated business that serves individuals, businesses, and families in Wellington. It advises clients on financial well-being strategies, such as retirement planning, money management, college planning, insurance and risk management, and tax planning. It also caters to businesses in need of asset protection, providing financial solutions, including management, strategic analysis, annual insurance review, monthly financial reporting, and human resources. One of the advisors, Carol O’Neil, brings over 25 years of industry experience. She holds a Certified Financial Divorce Analyst designation.

  • Certified Financial Planner (CFP)

1035 State Road 7 Suite 315-25, Wellington, FL 33414

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Established in 2010, Davis Private Wealth, LLC, is a family-owned company that serves business owners, working professionals, and families in Wellington and nearby locations. It offers a wide selection of financial planning services, which include household budgeting, estate and insurance review, and retirement and college planning. The firm also assists attorneys, accountants, and doctors in creating customized tax-related plans. Its founder, Josh Davis, is a CPA. He is a member of the NAPFA and the FPA.

  • Certified Financial Planner (CFP)

12962 Key Lime Blvd., West Palm Beach, FL 33412
WebsiteLicense: 1815164

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Carreras Financial Services Inc. caters to individuals, families, and business owners in Wellington. It provides retirement, investment, and estate planning solutions to help clients achieve their financial goals. The company assists clients in creating estate plans, which include the division of their current and future assets. Its specialists also process long-term care, health, and life insurance policies to protect customers from financial losses caused by unexpected events. Founder Tom Carreras has been in the industry for over five decades.

  • Certified Financial Planner (CFP)

2107 Reston Circle, Royal Palm Beach, FL 33411
WebsiteLicense: 1280905

Expertise.com Rating

Why choose this provider?

Feiertag Financial Services has been working with clients in and around Wellington since 1982. As a full-service wealth management firm, its advisors develop investment strategies, provide investing and financial consulting, help build personal wealth, identify the proper type and amount for insurance, find long-term care insurance, and plan for financial independence and retirement. Founder Steven Feiertag completed his Certified Financial Planner designation in 1986 and served as the president of the New York Connecticut Association of Tax Professionals.

  • Certified Financial Planner (CFP)

10706 St. Andrews Road, Boynton Beach, FL 33436

Expertise.com Rating

Why choose this provider?

Physicians Wealth Care, LLC, serves Wellington metro residents seeking greater financial stability. The independent advisory firm provides guidance in various financial areas, including income and retirement planning, risk management, taxation, and business and estate planning. Its goal is to implement a plan tailored to clients' current circumstances and financial outlook; it draws up a roadmap that presents clients with all of the possible paths they can take to better pursue their goals. Ed Maass, the firm's principal, has been in the industry since 1982.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

12008 Southshore Blvd Suite 210, Wellington, FL 33414

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Froehlich & De La Rua CPA Firm LLC offers financial advisory services for individuals and businesses in Wellington. Its team helps clients project income taxes, educating them about the impact of possible future transactions on their taxes. The professionals also develop financial plans for individuals looking to prepare for retirement and plan family taxes. They work with various professionals such as insurance specialists, brokers, attorneys, and business consultants during the financial planning process. Other services include wealth management and accounting.

  • Private Wealth Advisor

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
CEO Financial Services
8461 Lake Worth Rd., STE 433, Lake Worth, FL 33467
Davis Private Wealth, LLC
1035 State Road 7 Suite 315-25, Wellington, FL 33414
Carreras Financial Services Inc.
12962 Key Lime Blvd., West Palm Beach, FL 33412
Feiertag Financial Services
2107 Reston Circle, Royal Palm Beach, FL 33411
Physicians Wealth Care, LLC
10706 St. Andrews Road, Boynton Beach, FL 33436
Froehlich & De La Rua CPA Firm LLC
12008 Southshore Blvd Suite 210, Wellington, FL 33414

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 is an investment advisor and are there such professionals in Wellington?

    Investment advisors are there to help you through the difficult periods that typically occur when holding investments. And yes, Wellington does have investment experts who can help you maintain your focus on your financial goals for the future. They use a variety of approaches, including low-cost transactions, diversifying your assets into multiple classes, and taking the time to properly set up your plan.

  • What are the terms for I Bonds in Wellington, and are there any capping for this plan?

    Any I Bond purchase in Wellington should be kept for at least a year. There will be a three-month interest charge if you redeem these bonds between the first and fifth years. Moreover, I Bond allows you to purchase between $25 and $10,000 every year. You can purchase them for yourself, your partner, or any minors you have living with you.

  • Why is it important for Wellington financial advisors to assess and improve the performance of your plan?

    Your Wellington financial advisor evaluates and improves your plan because they think it should be as dynamic as the life it represents. They take this action because they understand that both the market and your priorities are subject to change. Your advisor will assist you in making financial decisions and recommend steps you should take to increase the effectiveness of your plan.

  • What kinds of investing options are accessible to consumers in Wellington?

    There are various investment solutions available for Wellington clients, such as traditional investments like mutual and exchange-traded funds, fixed income, equities, and annuities. Other solutions include wrap, unified, and separately managed accounts. You should bear in mind that the items mentioned above might not be appropriate for you, which is why you need to talk to a financial advisor to help you choose the best course of action.

  • How can a Wellington financial advisor assist you with your retirement plan?

    A Wellington financial advisor can assist you in evaluating your current financial condition, including your responsibilities and assets. After that, they will develop a budget that satisfies your retirement objectives and examine your Social Security account to decide when it is ideal for you to start receiving benefits. They can also assist you in deciding if receiving a lump sum distribution or choosing to receive payments on a monthly basis is preferable for your specific financial position.

  • 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.