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Find Top Financial Advisors in Palm Beach Gardens, 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 Palm Beach Gardens, Florida
Last Updated - 27-Jun-2022

Palm Beach Gardens has 7 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 119 non-vetted advisors in your local area. These financial advisors in Palm Beach Gardens, Florida have an average of 21 years of experience.

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

Qualified Financial Advisors in Palm Beach Gardens, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Gentile
CFP®, ChFC®, AIF®, Chartered Leadership Fellow (CLF), CLTC®, CDFA®, CLU®
NOVEM GROUP
601 Heritage Drive,
Suite 225,
Jupiter, FL 33458
38 Not Specified Not Specified Fee-Based
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based
David Balestriere
CFP®
EDELMAN FINANCIAL ENGINES, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL 33434
15 Not Specified Not Specified Fee-Based
Stephanie Carreras
SIGNET FINANCIAL MANAGEMENT
2255 Glades Road Suite 324A,
Boca Raton, FL 33431
28 $250,000,000 $500,000 Fee-Based
Ali Zafar
MORGAN STANLEY
4855 Technology Way, Suite 600,
Boca Raton, FL 33431
7 Not Specified $250,000 Fee-Based
Glynis Banhan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
9 Not Specified Not Specified Fee-Based
Jimmy Gonzalez
CRPC®
ANTHEM ADVISORS
200 South Biscayne Boulevard,
20th Floor,
Miami, FL 33131
21 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Palm Beach Gardens

Qualifications CRD# 1199626
Series 7, 24, 53, 63, 65

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


Office Location 601 Heritage Drive,
Suite 225,
Jupiter,
FL
33458
Phone Number 561-623-5492

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. To better serve hi Florida clients, Andy joined Novem Group in Jupiter Florida in June 2019. 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.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4307228
Firm CRD# 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.

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


Qualifications CRD# 4790356
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West),
FL
33434
Phone Number 561-288-4011

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2785117
Firm CRD# 105310
Series 65

Compensation/Fee Fee-Based


Office Location 2255 Glades Road Suite 324A,
Boca Raton,
FL
33431
Phone Number 786-742-4942

Stephanie guides clients through the investment process of wealth management and planning. She focuses on making sure the client has a comprehensive understanding of investing and a comfort level with her as an advisor. She spends the time needed with each client to ensure the relationship is built on trust. She provides ongoing insight to create the best scenario for a client to achieve their financial goals. Stephanie has over 27 years of investment industry experience. Prior to joining Signet Financial Management, LLC in 2016, she worked for TD Ameritrade, iShares, Fisher Investments, and Merrill Lynch. Stephanie has a BA in Economics and Sociology/Anthropology from Colgate University. She enjoys time in Florida with her dogs and traveling. She is a Pack Leader for Broward County Humane Society, and involved with other charities including Paws for You and Toys for Tots.

About Signet Financial Management

Signet Financial Management, LLC was established in 1988. We are a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.

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


Qualifications CRD# 6486729
Firm CRD# 149777
Series 7, 66

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


Office Location 4855 Technology Way, Suite 600,
Boca Raton,
FL
33431
Phone Number 561-393-1829

Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal. Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling. I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.

About Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5447139
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL
33180
Phone Number 786-288-3439

Having worked in financial services for almost a decade, I have witnessed the positive impact that financial planning can have on achieving one's goals. As a child of an immigrant mother, I know the importance of not just learning about personal finance but teaching it as well. So, I've made it my personal goal to help educate as many clients as I can through their financial journeys.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4271692
Firm CRD# 298454
Series 63, 65

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


Office Location 200 South Biscayne Boulevard,
20th Floor,
Miami,
FL
33131
Phone Number 305-482-3002 Ext. 101

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 two dogs. 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.

About Anthem Advisors

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?


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

Firm Name AUM No. of Clients Fee Structure
Lighthouse Investment Partners, Llc
3801 Pga Blvd. , Suite 500,
Palm Beach Gardens, FL 33410
$64,086,141,161 148 A percentage of AUM
Performance Based
Dsm Capital Partners
7111 Fairway Drive, Suite 350,
Palm Beach Gardens, FL 33418
$10,617,400,000 2401 A percentage of AUM
Performance Based
Gwn Securities Inc.
11440 North Jog Road,
Palm Beach Gardens, FL 33418-3764
$3,143,187,902 54640 A percentage of AUM
Hourly charges
Fixed fees
Other (IN LIEU OF HOURLY FEE, IA CAN CHARGE A FLAT FEE)
Money Concepts Advisory Service
11440 North Jog Road,
Palm Beach Gardens, FL 33418-3764
$3,119,765,400 14326 A percentage of AUM
Hourly charges
Fixed fees
Dakota Wealth, Llc
11376 N. Jog Road , Suite 101,
Palm Beach Gardens, FL 33418-1752
$1,950,933,900 3113 A percentage of AUM
Fixed fees
Martin Investment Management, Llc
2000 Pga Blvd , Suite 4440,
Palm Beach Gardens, FL 33408-2738
$1,089,443,058 285 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Ram Realty Advisors Llc
4801 Pga Boulevard,
Palm Beach Gardens, FL 33418
$702,812,439 3 A percentage of AUM
Performance Based
Win Advisors, Inc
11440 North Jog Rd,
Palm Beach Gardens, FL 33418-3764
$479,260,165 3453 A percentage of AUM
Hourly charges
Fixed fees
Convergence Investment Partners, Llc
3801 Pga Blvd. , Suite 1001,
Palm Beach Gardens, FL 33410
$225,949,062 280 A percentage of AUM
Alpha Beta Gamma Wealth Management
3801 Pga Blvd. , Suite 600,
Palm Beach Gardens, FL 33410
$210,741,658 327 A percentage of AUM
Center For Asset Management, Llc
3399 Pga Boulevard, Ste 320,
Palm Beach Gardens, FL 33410
$189,321,538 788 A percentage of AUM
Hourly charges
Pursuit Wealth Managment Llc
4500 Pga Boulevard , Suit 304a,
Palm Beach Gardens, FL 33418
$167,324,458 181 A percentage of AUM
Hourly charges
Fixed fees
Long Short Advisors, Llc
3801 Pga Boulevard , Suite 600,
Palm Beach Gardens, FL 33410
$142,273,204 1 A percentage of AUM
Nexwealth Llc
3801 Pga Boulevard , Suite 600,
Palm Beach Gardens, FL 33410
$111,365,398 55 A percentage of AUM
Fixed fees
Dakore Wealth Management, Llc
11376 N. Jog Rd. , Suite 101,
Palm Beach Gardens, FL 33418
$27,343,491 51 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Palm Beach Gardens, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amanda S. Burnett
    Inquire with Amanda
    3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-515-7510
    Ben Silberman
    Inquire with Ben
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3632
    Anthony Rosetti
    Inquire with Anthony
    3801 Pga Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-694-7091
    Barbara Zech
    Inquire with Barbara
    3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-776-6473
    Benjamin Joshua Cohen
    Inquire with Benjamin
    3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL  33410 561-694-7009
    Karen K Maffeo
    Inquire with Karen
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3612
    Howard Silver
    Inquire with Howard
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3620
    Joseph Grund & Associates
    Inquire with Joseph
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3600
    Jon E Drinkwater
    Inquire with Jon
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3623
    Sean B Chrissinger
    Inquire with Sean
    11300 US Highway 1, Ste 600 & 501, Palm Beach Gardens, FL  33408 561-383-3600
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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.

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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?