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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Melbourne
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
57
non-vetted advisors in your local area. These financial advisors in
Melbourne
,
Florida
have an average of
30
years of experience.
NOTE: The list of financial
advisors in
Melbourne
,
Florida
mentioned below do 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
Melbourne
,
Florida
.
| Qualified Financial Advisors in Melbourne, Florida | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Anthony DeLuca
DELTA CAPITAL MANAGEMENT, LLC. 698 N Maitland Avenue Suite 201, Maitland, FL 32751 |
Not Disclosed | $184 Million | Not Specified | Fee-Based |
| D. Michael Burleigh
Registered Investment Advisor PEAK CAPITAL MANAGEMENT 750 SE Indian Street, Stuart, FL 34997 |
30 | Not Specified | $250,000.00 | Fee-Based |
Qualifications
CRD# 7208553
FirmCRD# 128350
Series 7, 24, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
698 N Maitland Avenue Suite 201,
Maitland,
FL
32751
Phone Number
407-422-2423
Ext. 110
Anthony DeLuca is Financial Advisor and Client Relationship Manager for Delta Capital Management, LLC, a Registered Investment Advisor located in Maitland, FL. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24. He is now furthering his studies as he pursues the CFP Designation. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.
The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there. The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting. Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4307228
FirmCRD# 144600
Series 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
750 SE Indian Street,
Stuart,
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. Seven Step Educational Process Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your stable allocation model Optimize your investment allocations Identify tax reduction and catastrophic protection strategies 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
| Top Financial Advisor Firms in Melbourne, Florida | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Money Management Concepts Inc.
6767 N. Wickham Road , Suite 400pq, Melbourne, FL 32940 |
$109,770,600 | 291 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Atlantic Financial Advisors Inquire with Atlantic |
3682 North Wickham Road, Suite C, Melbourne, FL 32935 | 321-751-5599 |
| Arbogast Financial Centre Inquire with Arbogast |
108 West New Haven Avenue, Melbourne, FL 32901 | 321-723-5480 |
| Ayad B Saad Inquire with Ayad |
8150 North Wickham Road, Melbourne, FL 32940 | 321-751-2007 |
| BMR Global Wealth Management Group, Inc. Inquire with BMR |
3270 Suntree Blvd, Suite #1103, Melbourne, FL 32940 | 631-498-4650 |
| Brandon Duensing Inquire with Brandon |
3999 N Harbor City Blvd, Melbourne, FL 32935 | 321-242-7500 |
| Leasha Flammio-Watson - Ameriprise Financial Services, LLC Inquire with Leasha |
6555 N Wickham Rd, Ste 102, Melbourne, FL 32940 | 321-622-8371 |
| Mark Davidson Inquire with Mark |
6767 N Wickham Rd, Ste A107, Melbourne, FL 32940 | 321-259-3980 |
| Joseph Pickrell Inquire with Joseph |
6767 N Wickham Rd, Ste A107, Melbourne, FL 32940 | 321-259-3980 |
| Flammio Financial Group Inquire with Flammio |
6555 N Wickham Rd, Ste 102, Melbourne, FL 32940 | 321-622-8371 |
| Chad Colbert Inquire with Chad |
3999 N Harbor City Blvd, Melbourne, FL 32935 | 321-242-7500 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
