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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.
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
GUARDIAN ROCK WEALTH 3557 Maria Theresa Ave, Palm Springs, FL 33406 |
30 | $28,000,000 | Not Specified | Not Specified |
| D. Michael Burleigh
PEAK CAPITAL MANAGEMENT 750 SE Indian Street, Stuart, FL 34997 |
30 | Not Specified | $250,000.00 | Fee-Based |
Qualifications
CRD# 2175608
Firm CRD# 120529
Compensation/Fee Flat Fee, Based on Assets
Office Location
3557 Maria Theresa Ave,
Palm Springs,
FL
33406
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.
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,
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. 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 |
| CAMDEN CAPITAL, LLC
1295 Us Highway One , Third Floor, North Palm Beach, FL 33408 |
$4,504,003,393 | 4327 |
A percentage of AUM Fixed fees |
| GLOBAL INVESTMENT ADVISER LC
721 Us Highway One , Suite 117, North Palm Beach, FL 33408 |
$788,829,519 | 76 |
A percentage of AUM Fixed fees |
| PRIMORIS WEALTH ADVISORS, LLC
9250 Alternate A1a , Suite A, North Palm Beach, FL 33403 |
$197,612,922 | 545 |
A percentage of AUM |
* 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 |
Grow your AUM with pre-qualified leads!
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