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
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Boca Raton, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Mike Koenig is a CFP® professional and Juris Master of Law with 40 years of experience in the financial service industry, providing comprehensive wealth management services through the FirsTrust FinancialTeam of specialists.
Christopher Cannon
CFA®
FirsTrust
Boca Raton, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Chris Cannon is a 30+ year veteran in the investment industry, a Chartered Financial Analyst® (CFA®), and Chief Investment Officer on the Independent, Fee-Only FinancialTeam at FirsTrust.
John Shea
CASL®, CFP®, ChFC®, CLU®, MBA
Genesis Wealth Management, Inc
Palm Beach Gardens, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale, and West Palm Beach area.
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust
Boca Raton, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Brian Sirota, a Certified Financial Planner®, Chartered Financial Consultant®, and MBA, leverages his extensive education and expertise to deliver comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Bradley Brescia
CFP®
Moisand Fitzgerald Tamayo, LLC
Boca Raton, FL
Specialties: Tax Planning and Advice specific to your family, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Investment Management, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches, “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Assuring the less financially inclined spouse in your household is well served if widowed
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.
Trishul Patel
CFP®, MBA
Investing Forever Advisory
Port St. Lucie, 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 Port St. Lucie, Florida serving clients locally and across the country.
Brad Sherman
Sherman Wealth Management
Palm Beach Gardens, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Life is Complicated. Your Finances Don’t Have to Be. Sherman Wealth Management offers a personalized experience that ensures you are more empowered and equipped for the future.
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.
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.
Alonso Rodriguez Segarra
CFP®
Advise Financial
Boca Raton, FL
Specialties: Roth Conversions & RMDs, Tax Optimization, Retirement Income Planning, Estate Planning, Fiduciary , Fee-Only Advisory, Investment Management, Risk Management, Financial Planning, SEP IRA / 401(k) , Hourly Financial Planning
Fee-Only - Hourly financial planner located in Boca Raton, Palm Beach County, Florida, Serving clients in Florida and nationwide
Elayne Pisarik
CFP®, ChFC®, M.Tax
FirsTrust
Boca Raton, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Elayne Pisarik, a Certified Financial Planner®, Chartered Financial Consultant®, and Master of Taxation with over 30 years of experience, provides comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Christopher Diodato
CFA®, CMT®, CFP®
WELLth Financial Planning
Palm Beach Gardens, FL
Specialties: Evidence-Driven Investment Management, FIRE/Early Retirement Planning, Retirement & Major Purchase Planning, Debt & Budget Optimization Strategies, Tax Reduction Strategies, Comprehensive Financial Planning
Empowering Your Financial Future: Expert Investment, Tax Reduction, and Retirement Planning with Transparent Flat Fee Services
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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)
