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.
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of vetted financial advisors in Lake Worth , 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 Lake Worth, Florida.
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
|30 Years||Not Specified||$25,000,000||Fee-Based|
SNOWDEN LANE PARTNERS
1 Alhambra Plaza,
Coral Gables, FL 33134
2600 Douglas Rd.,
Coral Gables, FL 33134
|21 Years||Not Specified||$500,000||Fee-Based|
Firm CRD# 144600
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
750 SE Indian Street,
FL 34997 Phone Number 772-334-9592
Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.
Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals. Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies 2. Understand all your options 3. Determine your risk profile 4. Build your stable allocation model 5. Optimize your investment allocations 6. Identify tax reduction and catastrophic protection strategies 7. Schedule regular periodic reviews Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Firm CRD# 149794
Series 7, 9, 10, 63, 65, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
1 Alhambra Plaza,
FL 33134 Phone Number 305-968-8081
With a focus on comprehensive wealth planning, we serve as trusted advisor and personal CFO to individuals and families, globally. Through our Family Office-like services you will have access to: 1) Data/asset aggregation 2) Financial organization 3) Cash/credit management 4) Tax strategies/planning 5) Estate planning and implementation 6) Risk management 7) Investment strategy and implementation 8) Family legacy and governance I bring over 10 years of financial experience from corporate finance, investment banking and wealth management. I am first generation American (Cuban born parents who came to the US in the 1970s) and I'm fluent in spanish. We look for long-term, mutually agreeable relationships where we fully understand each other.
Snowden Lane Partners is a boutique wealth advisory firm with over $10B in client assets. Our team, the Ureña Wealth Management Group, focuses on providing comprehensive wealth planning to individuals and families, globally.
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, Estate Planning & Trusts, Insurance Products & Annuities
Firm CRD# 143440
Series 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
2600 Douglas Rd.,
FL 33134 Phone Number 305-482-3002
Jimmy began his career in the financial services industry 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award. Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their dog Pepper. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.
We're Your Partner for Long-Term Wealth. Our goals are the same: Sound investment advice free from conflict of interest. It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence?
|Firm Name||No. of Advisors||No. of Clients||AUM||Fee Structure|
MARIACA WEALTH MANAGEMENT, LLC
8401 Lake Worth Road, Suite 226, Lake Worth, FL 33467
A percentage of AUM
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
|3900 Woodlake Blvd, Ste 214, Lake Worth, FL 33463||561-316-6170|
|3900 Woodlake Blvd, Ste 214, Lake Worth, FL 33463||561-969-9700|
|6338 Lantana Rd, Lake Worth, FL 33463||561-791-3801|
|9897 Lake Worth Rd, Suite 305, Lake Worth, FL 33467||561-966-5929|
|130 N Dixie Hwy, Lake Worth, FL 33460||561-214-0237|
|7007 S Military Trail, Lake Worth, FL 33463||561-565-0390|
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