What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Boca Raton, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Boca Raton, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
DJ Hunt
CFP®
Moisand Fitzgerald Tamayo, LLC
Boca Raton, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
My team and I specialize in serving professionals working in and retiring from the aero-space and defense industries. We work with select families nationwide from our 11 Florida locations and our Dallas, TX office.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Alonso Rodriguez Segarra
CFP®
Advise Financial
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Estate Planning, Risk Management, SEP IRA / 401 (k) for Businesses
Fee-Only - Hourly financial planner located in Boca Raton, Palm Beach County, Florida, Serving clients in Florida and nationwide
Elayne Pisarik
CFP®, CLU®, ChFC®, M.Tax
FirsTrust, LLC
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Bradley Brescia
CFP®
Moisand Fitzgerald Tamayo, LLC
Boca Raton, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Susan Jones
JD, CFP®
Plancorp
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide
Steven Clark
CFP®, EA, RICP®
Clark Financial Planning Services LLC
Coconut Creek, FL
Specialties: Comprehensive Financial Planning, Investments, Tax Planning and Preparation, Estate Planning, Insurance Planning, Retirement Planning, Financial and Life Goals
Holistic fee-only financial planner serving Parkland FL, Boca Raton FL, Coconut Creek FL, Coral Springs FL, Fort Lauderdale, FL and all of South Florida.
Trishul Patel
CFP®, MBA
Investing Forever Advisory
West Palm Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Estate Planning, Tax Planning
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.
Christopher Cannon
CFA®
FirsTrust, LLC
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chief Investment Officer at FirsTrust, LLC, a Fee-Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide from multiple office locations
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust, LLC
Boca Raton, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Daytona Beach, FL, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
