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Find Top Financial Advisors in North Palm Beach, Florida

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in North Palm Beach, Florida. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in North Palm Beach

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in North Palm Beach, Florida
Financial Advisor Office Location Phone Number
Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®
Palm Planning Group
5652 Corporate Way,
West Palm Beach, FL  33407
(561) 689-6775
CURTIS FRANCISCO, CFP, AIF
Asset Advisory Services,Inc
2141 Alt. Aia South,
Jupiter, FL  33477
(561) 747-9550
Andrew Gentile CFP,CLU,ChFC, CLF, CDFA, AIF
Novem Group
601 Heritage Drive,
Jupiter, FL  33458
(561) 623-5492
Daniel Roth, ChFC®
Cary Stamp & Company
110 Bridge Road,
Tequesta, FL  33469
(561) 281-2166
D. Michael Burleigh
Peak Capital Management
750 SE Indian Street,
Stuart, FL  34997
(772) 334-9592

Information on Qualified Financial Advisors in North Palm Beach

Qualifications CRD# 711251
FirmCRD# 124583
Series 6, 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 5652 Corporate Way,
West Palm Beach,
FL 
33407
Phone Number (561) 6896775

Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren. EXPERIENCE: J.W. Cole Advisors, J.W. Cole Financial 2014 - Present Financial Consultant, AXA Advisors, LLC  1980 to 2014 Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning. Peace Corp Volunteer, Colombia 1974-1977 COMMUNITY SERVICE: Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989-2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000-2004; Toastmasters International Talk of the Town Chapter, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member 2003-2006,Member,2017-present; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary  Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017, Board Chair 2018; The Gathering of Men Treasurer 2015-present.

About Palm Planning Group

Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.



Qualifications CRD# 728917
FirmCRD# 8032
Series 7, 24, 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 2141 Alt. Aia South,
Suite # 400,
Jupiter,
FL 
33477
Phone Number (561) 7479550

As President of the firm he established in 1980 in the Jupiter-Tequesta area, Curt Francisco is a CERTIFIED FINANCIAL PLANNER" practitioner, an Accredited Investment Fiduciary® (AIF®), and an investment adviser representative of Commonwealth Financial Network®, a Waltham, Massachusetts, broker/dealer, providing securities sales and service to his clients. In addition, Curt has always felt strongly about taking part in the community in which he lives as witnessed by his past services as a trustee of the Jupiter Medical Center Foundation, Inc., a founding member of the Palm Beach County Estate Planning Council, member of Kiwanis International, and an advisory board member of Florida Atlantic University's Honors College.

About Asset Advisory Services,Inc

Curtis S. Francisco, CFP®, AIF®, gives you a different way to invest. He calls it relationship investing. Curt takes the time to get to know you so he can assist you in pursuing your goals. With a background in statistical psychology, his natural inclination is to help you understand the relationship between your money and your life. This is one of the aspects that sets Curt apart when it comes to financial planning. Great confidence and trust come from knowing your investments are being looked after by someone who truly understands what you're all about. Asset Advisory Services offers a complete range of financial planning services: Retirement Income Planning Estate Planning Budgeting and Cash Flow Analysis Investment Tax Analysis Education Planning Portfolio Analysis Investment Analysis Since 1981, Curt has managed money prudently, allocating assets across equity and fixed income investments to help reduce client's exposure to taxes and market risk. Having many established relationships in the community, Curt works cooperatively with client's attorneys and CPAs. He believes that professional wealth management can truly make a difference in a client's life no matter what stage they are in: individuals thinking about retirement, women going through a divorce or the loss of a spouse, couples saving for their children's college education, or those already in retirement.



Qualifications CRD# 1199626
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 601 Heritage Drive,
Suite 148,
Jupiter,
FL 
33458
Phone Number (561) 6235492

Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College, the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts, the Accredited Investment Fiduciary (AIF) from Fi360 along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA). He is an active member of Christ Fellowship church in Palm Beach Gardens Fl and enjoys golf in his free time.

About Novem Group

At Novem Group, we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Novem Group, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.



Qualifications CRD# 6127620
FirmCRD# 8032
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 110 Bridge Road,
Tequesta,
FL 
33469
Phone Number (561) 2812166

I love working with people, and I am grateful for clients who entrust me to provide personalized fiduciary advice. It is fulfilling to watch clients mature in their approach to financial matters as they recognize the impact that expert advice can have on their future.-Dan Roth Dan was raised in Connecticut as the youngest of three children. A family-owned pharmacy and healthcare business gave Dan an early and unique opportunity to be involved in the many facets of a business's evolution and growth. Prior to his arrival at Cary Stamp and Company, Dan was the founder of an artistic metal design company in Palm Beach. He designed and built furniture, gates, and ornamental pieces for luxury homes in the area. As his business achieved success, Dan's vocational interest changed direction towards the financial world. Based on this passion and his strong business ethics foundation, Dan chose a career-altering decision to transition full-time to the financial sector and become a trusted advisor to others. Dan resides in Palm Beach Gardens, FL with his two beloved dogs. A strong believer in community involvement, he actively participates in several charitable organizations and many community events. During free time, Dan enjoys tending to his vast Bonsai collection, golfing, and racquetball. His desire to indulge his creative side is further demonstrated in music as a self-taught and accomplished drummer, guitarist, and pianist. He continues to pursue advanced financial designations as a means to be a valued, informed and trusted advisor for his many clients.

About Cary Stamp & Company

Our advisory team provides sophisticated wealth management and financial solutions founded on fiduciary principles. For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon.



Qualifications CRD# 144600
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 750 SE Indian Street,
Stuart,
FL 
34997
Phone Number (772) 3349592

I follow 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.

About Peak Capital Management

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.



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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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

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.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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?