Find Top Financial Advisors in North Palm Beach, Florida

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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 North Palm Beach, Florida
Last Updated - 25-Mar-2023

North Palm Beach has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3 non-vetted advisors in your local area. These financial advisors in North Palm Beach, Florida have an average of 30 years of experience.

NOTE: The list of financial advisors in North Palm Beach, 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 North Palm Beach, Florida.

Qualified Financial Advisors in North Palm Beach, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
John Browning
3557 Maria Theresa Ave,
Palm Springs, FL 33406
30 $28,000,000 Not Specified Not Specified
D. Michael Burleigh
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based

Information on Qualified Financial Advisors in North Palm Beach

Qualifications CRD# 2175608
Firm CRD# 120529

Compensation/Fee Flat Fee, Based on Assets

Office Location 3557 Maria Theresa Ave,
Palm Springs,
Phone Number 561-627-4646

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

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# 4307228
Firm CRD# 144600
Series 65

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

Office Location 750 SE Indian Street,
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.

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.
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

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

Firm Name AUM No. of Clients Fee Structure
1295 Us Highway One , Third Floor,
North Palm Beach, FL 33408
$4,504,003,393 4327 A percentage of AUM
Fixed fees
721 Us Highway One , Suite 117,
North Palm Beach, FL 33408
$788,829,519 76 A percentage of AUM
Fixed fees
9250 Alternate A1a , Suite A,
North Palm Beach, FL 33403
$197,612,922 545 A percentage of AUM

    List of Additional Advisors in North Palm Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    11891 US Highway 1, Ste 201, North Palm Beach, FL  33408 561-776-5433
    Edward Jones
    Inquire with Edward
    818 U.S. Highway One, Suite 1, North Palm Beach, FL  33408 561-776-0846
    Frank Navarro
    Inquire with Frank
    316 Northlake Boulevard, North Palm Beach, FL  33408 772-302-4297
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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?