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Find Top Financial Advisors in Boynton Beach, Florida

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Boynton Beach, Florida

Last Updated - 21-Sep-2023

Boynton Beach has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These financial advisors in Boynton Beach, Florida have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in Boynton Beach, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Boynton Beach, Florida.

Qualified Financial Advisors in Boynton Beach, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
John Browning
GUARDIAN ROCK WEALTH
3557 Maria Theresa Ave,
Palm Springs, FL 33406
30 Years $28,000,000 $250,000 Fee-Based
Dock Street Asset Management
CAIA®, CFA®
DOCK STREET ASSET MANAGEMENT
2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480
18 Years $700,000,000 $500,000 Fee-Only
Charles Helme
BH ASSET MANAGEMENT, LLC
1221 Brickell Avenue, 9th Floor,
Miami, FL 33130
30 Years $105,000,000 $500,000 Fee-Only

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Information on Qualified Financial Advisors in Boynton Beach, Florida

Qualifications CRD# 2175608
Firm CRD# 120529
Series 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 3557 Maria Theresa Ave,
Palm Springs,
FL
33406
Phone Number 561-327-4646

Mr. Browning is the sole principal of Guardian Rock Wealth and is an Amazon best-selling author of the book Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values, which can be found on Amazon or by contacting Guardian Rock Wealth for a free copy. Mr. Browning publishes a daily five-minute audio update on Substack and all of our social media platforms as well as the weekly podcast "Building Your Life with John Browning," which can be found anywhere you like to listen to your podcasts, including Apple and Spotify as well as Guardianrockwealth.com Mr. Browning graduated from Cedarville University in Ohio and later obtained his MBA from Northern Illinois University. John is also a Certified Senior Advisor (CSA®) and brings over 30 years of direct Wall Street experience designing specialized portfolios and managing billions in portfolio assets. John brings a wide range of expertise ranging from security and portfolio analysis to domestic and global economics. John has served in various executive-level roles in the financial industry at major Wall Street firms, including Morgan Stanley, Invesco, Guggenheim, and Nuveen. John has been featured in Advisors Magazine (issue 95, page 40) and Asset TV. John has also been quoted on Bloomberg News and several other publications. Additionally, John has served and continues to serve on many not-for-profit boards. John is the father of six and is a foster and adoptive parent currently residing in South Florida.

About Guardian Rock Wealth

Guardian Rock Wealth

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4980134
Firm CRD# 111163

Compensation/Fee Fee-Only


Office Location 2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach,
FL
33480
Phone Number 203-532-9470

About Dock Street Asset Management

Dock Street Asset Management

Dock Street provides Investment Planning to families and individuals. Our clients are are looking for a long term investment plan and partnership with an experienced advisor. We work closely with you to understand your financial goals and determine what level of risk is appropriate. In doing so, we reduce the uncertainty and anxiety our clients face as they search for answers to questions like these:

  • Do I have enough?
  • Will I have enough?
  • How will I get there?

Working together with our clients we develop an Investment Plan that maps out their financial future. Our plans can never eliminate the uncertainty clients feel in the short-term, but by focusing attention on the long-term outcomes available to investors, a certain level of calm can be achieved. We’ve seen it happen—and getting to this place with clients is what makes our work satisfying and rewarding.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 712007
Firm CRD# 152117
Series 65

Compensation/Fee Fee-Only


Office Location 1221 Brickell Avenue, 9th Floor,
Miami,
FL
33130
Phone Number 786-475-1280

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists. Mr. Helme graduated from New York University Stern School of Business.

About BH Asset Management, LLC

BH Asset Management, LLC

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.


Customer Reviews

Top Financial Advisor Firms in Boynton Beach, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
KORE ADVISORS LP
1501 Corporate Drive, Ste 120, Boynton Beach, FL 33426
12 11 $1,419,000,000
A percentage of AUM, Performance Based
MATERETSKY FINANCIAL GROUP
2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426
13 1452 $468,335,979
A percentage of AUM

    List of Additional Advisors in Boynton Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    8794 Boynton Beach Boulevard, Ste 220, Boynton Beach, FL  33472 561-733-9900
    1880 N Congress Ave, Ste 206, Boynton Beach, FL  33426 561-364-8285
    1000 Audace Ave., Boynton Beach, FL  33426 561-413-9532
    394 North Congress Ave, Boynton Beach, FL  33426 561-200-0701
    4793 N Congress Ave, Ste 206, Boynton Beach, FL  33426 561-704-3046
    622 N Federal Hwy, Boynton Beach, FL  33435 561-417-6164
    3960 Hypoluxo Rd, Ste 202, Boynton Beach, FL  33436 561-859-3476
    4956 Le Chalet Blvd, Suite 23, Boynton Beach, FL  33436 561-732-6549
    9770 South Military Trail, Suite B10, Boynton Beach, FL  33436 561-738-6276
    1014 Gateway Boulevard, Suite 103, Boynton Beach, FL  33426 561-434-2005

      Frequently Asked Questions

      Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

      Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.

      For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<

      The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

      When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.

      When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.

      Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.