Expertise.com

2024

Last updated:

Best Financial Advisors in West Palm Beach

Our Recommended Top 15

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 West Palm 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.

37Reviewed

28Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

West Palm Beach, FL
Free Consultation

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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
  • Retirement Planning
  • Investment Management
  • Financial Planning

West Palm Beach, FL

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Why choose this provider?

Need help contacting a Financial Advisor in West Palm 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.

500 South Australian Ave Suite 600, West Palm Beach, FL L 33401

Why choose this provider?

MAR Wealth Management Services, LLC, manages investments and finances in the West Palm Beach area. Its advisors use a thorough approach in providing customized portfolio management and financial planning. They also collaborate with other professionals to assist clients in achieving their financial objectives. Trust and tax planning, wealth transfer, private banking, and liability management are among the firm's various services. Maricela A. Ramos, the firm's president, has over 30 years of financial services experience. She is a Certified Financial Planner.

  • Finance Planning

777 South Flagler Drive, West Tower, Suite 800, West Palm Beach, FL 33401

Why choose this provider?

Riverside Wealth Management is a firm serving West Palm Beach. Its services focus exclusively on women and couples. It assists clients in developing plans that help them address financial needs beyond investments, including estate and trust planning, insurance, healthcare and Social Security, and tax management. Other services cover charitable giving and legacy planning. Prior the firm's founding, its owner Karla Rossetti Pippins worked as a management consultant at Accenture. She is a recipient of the Women’s Choice Award for Financial Advisors.

  • Estate Planning
  • Wealth Management
  • Investment Advisor

222 Lakeview Avenue Suite 1300, West Palm Beach, FL 33401

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Why choose this provider?

The Pingleton Group is a company serving the West Palm Beach area. Its wealth management team aims to be the go-to source for financial advice. Merrill Lynch Investment Advisory Program (IAP), retirement accounts, and preferred rewards for wealth management are among the financial solutions the company offers. It also provides 24/7 monitoring, with services that include activity notifications, a secure message center, Mobile Easy Sign, and fraud prevention. The firm has the most advisors on Barron's Top 1,200 Financial Advisors list for 2021.

  • Certified Financial Planner (CFP)

301 Yamato Road Suite 3150, Boca Raton, FL 33431

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Why choose this provider?

Ulin & Co. Wealth Management serves the financial planning needs of families, individuals, and retirees in West Palm Beach and the neighboring areas. The company provides comprehensive and custom-made wealth management and financial planning solutions, such as retirement planning, insurance review and analysis, investment management, and Social Security planning. It also provides assistance with college funding, inheritance strategies, and health care planning. Managing Principal Jon W. Ulin, CFP, is affiliated with the Financial Planning Association. He has been featured on national news outlets like CNBC, US News & World Report, and NY Post.

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

360 S Rosemary Avenue, Suite 1010, West Palm Beach, FL 33401

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Why choose this provider?

Since 2001, HBKS Wealth Advisors has been serving clients across West Palm Beach. It builds a comprehensive financial plan for individuals that touches on various aspects, including income protection and wealth preservation. The company also educates clients on their projected tax liability. It offers audit and accounting services for business owners. Christopher Allegretti, the company's CEO, has over three decades of financial management experience. He served as an advisory board member at the First National Bank.

  • Financial Planning

900 N Olive Avenue, West Palm Beach, FL 33401

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Why choose this provider?

Coastal Way Financial Group, LLC, advises individuals, businesses, and local government offices in West Palm Beach about investment and management. Its advisors offer information on how to maintain their lifestyle in retirement in a tax-efficient manner. In addition, they educate clients about accounts and methods to save up for college, plan social security, and deal with tax issues. Managing partner Andrew L. Kleinman, who holds a 65 securities license, has been in the business for the past 17 years.

  • Estate Planning
  • Financial Planning
  • Wealth Management

230 Royal Palm Way, Palm Beach, FL 33480

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Why choose this provider?

PDS Wealth Management is a private wealth management practice that assists families, individuals, and institutions in West Palm Beach. The company offers services that help keep clients financially secure through risk management and investment strategies. Its professional advisors design retirement strategies emphasizing income distribution needs and long-term goals. Tommy Parker, a director of PDS Wealth Management, has more than 10 years of industry experience. He is a Certified Financial Analyst and previously served at Merrill Lynch as a Financial Advisor.

  • Certified Financial Planner (CFP)
  • Financial Planning

4521 PGA Boulevard, #225, Palm Beach Gardens, FL 33418

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Review Sources

Google
5.0 (9)
Facebook
5.0 (7)

Why choose this provider?

WELLth is a financial planning partner for professionals and families residing in West Palm Beach. It guides clients in managing their finances through budgeting and debt optimization, and offers financial strategies like investing and employee benefits planning. Its professional advisors assist in maximizing earnings and assets with their tax and retirement planning strategies. WELLth's founder Christopher Diodato is a Certified Financial Planner and a Chartered Financial Analyst. He has received recognition from the CMT Association for his research on identifying major stock market bottoms.

  • Financial Planning

120 S Olive Ave, #400 West, Palm Beach, FL 33401

Why choose this provider?

The Anchor Wealth Management Group provides financial planning services to individuals, families, and business owners around West Palm Beach. Its investment philosophy revolves around allocating an investor's assets along with their objectives, circumstances, attitudes, and risk-taking capacity. CEO Kasia Marczyk is a Certified Financial Planner and a Chartered Retirement Planning Counselor who worked as an advanced financial advisor for Ameriprise Financial Services, Inc. She was a recipient of the JW Cole Elite Advisor Award from 2016 to 2018.

  • Certified Financial Planner (CFP)

515 N. Flagler Dr. P300, West Palm Beach, FL 33401

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Review Sources

Google
5.0 (12)
Facebook
5.0 (7)

Why choose this provider?

Schmedes McAllister & Associates provides various financial-related solutions in the West Palm Beach metro and nearby areas. It accommodates individuals who need financial planning and tax services. The company also serves businesses and corporations seeking guidance on matters related to tax problems, business planning, and financial strategies. Its financial advisors also offer QuickBooks setup and daily bookkeeping services. In addition, they handle business consulting and wealth management. Schmedes McAllister & Associates has been operating since 2018.

  • Estate Planning

250 S Australian Ave Unit 1601, West Palm Beach, FL 33401

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Why choose this provider?

Turning Point Financial provides services to clients in West Palm Beach and nearby communities. It assists individuals in managing their wealth by offering investment advisory services involving monitoring and building portfolios. In addition to portfolios, the company gives clients online access to review their monthly statements, account balances, detailed transaction records, and performance reports. Turning Point Financial is also available for disability income, life insurance, and long-term care planning services. One of its team members, Art Blick, has been in the financial services industry since 1982.

  • Certified Financial Planner (CFP)
  • Finance Planning

1615 Forum Place Suite 1A, West Palm Beach, FL 33401

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Financial Planning Investment Group is a firm that serves the West Palm Beach area. It assesses its clients’ financial situation and uses the gathered data in creating plans to help them achieve their financial goals. These include charitable gifting, college funding, retirement preparation, wealth preservation, tax reduction, and creditor protection. It advises on strategies related to estate disbursement and investments. It also helps in constructing portfolios and reviewing them regularly for rebalancing or adjustments.

  • Finance Planning

240 Royal Palm Way, Suite 205, Palm Beach, FL 33480

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Why choose this provider?

Hamilton Capital is a wealth management firm that serves individuals, organizations, and families in West Palm Beach metro. It offers financial planning and wealth management services to a diverse set of clients, including wealth builders, the emerging affluent, and retirees. With over two billion dollars in assets managed, the firm extends its investment management services to public and private foundations and corporations. It was listed in the Financial Times 300, a national compilation of elite independent financial advisers, from 2017 to 2020.

  • Certified Financial Planner (CFP)

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.

  • Why is asset protection planning in West Palm Beach important?

    In West Palm Beach, asset protection planning is important because it helps you keep your hard-earned properties or funds. Without proper protection planning, your assets may be up for grabs in case of unexpected situations, such as car accidents, property damage, legal fees, tax debts or collections, or lawsuits against you as a sole proprietor.

  • How can you create a roadmap for your retirement in West Palm Beach?

    You can create a roadmap for your retirement in West Palm Beach by determining your needs. With the help of your financial advisor, you need to analyze your projected expenses and sources of income and estimate the possible impacts of inflation on your expected retirement expenses. Your net worth and cash flow analysis and pension or qualified plan distributions should also be examined.

  • How can you reduce taxes from your bonus in West Palm Beach?

    There are several ways to reduce taxes from your bonus in West Palm Beach. One way to minimize your taxable income is by making contributions to your traditional IRA or HSA and 401(k) plan. Aside from reducing your taxes, you also give a boost to your long-term financial plans. You may also review your W-2 and adjust your withholdings that affect your tax bill.

  • Which education expenses in West Palm Beach are covered by 529 plans?

    When your child or other family members goes to college or post-secondary educational institutions, they can use the 529 plans to cover qualified expenses. These include tuition and fees, school supplies, books, computers, and peripheral equipment. The 529 plan can also be used for boarding house payments and off-campus housing and food expenses. Students must be enrolled at least half-time.

  • If you are a new parent in West Palm Beach, what financial priorities should you consider?

    As a first-time parent, you need to organize your finances in West Palm Beach. You should consider adding your children to your health plan. Keep in mind that you must add your child within 30 to 60 days after birth to ensure that coverage applies. You are also advised to review your estate plans and change or adjust your beneficiaries.

  • 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.