Laurels

Best Financial Advisors in West Palm Beach
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 36 27 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Anchor Wealth Management Group

  • Certified Financial Planner (CFP)

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.

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

Website

MAR Wealth Management

  • Finance Planning

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.

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

Website

Riverside Wealth Management

  • Estate Planning
  • Investment Advisor
  • Wealth Management

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.

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

Website