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Qualified Financial Advisors in Stuart, Florida
Financial Advisor Office Location Phone Number
D. Michael Burleigh
Registered Investment Advisor
Peak Capital Management
750 SE Indian Street,
Stuart, FL 34997
Andrew Gentile
Novem Group
601 Heritage Drive,
Jupiter, FL 33458
Paul Williamson
Paul Williamson and Company
1515 Indian River Blvd. Suite A241,
Vero Beach, FL 32960
Alaa Ali
Statetrust Investments
1750 Clint Moore Rd,
Boca Raton, FL 33487
David Balestriere
Edelman Financial Engines, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL 33434

Information on Qualified Financial Advisors in Stuart

Qualifications CRD# 4307228
FirmCRD# 144600
Series 65

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

Office Location 750 SE Indian Street,
Phone Number 772-334-9592

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.

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

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

Office Location 601 Heritage Drive,
Suite 225,
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# 2491169
FirmCRD# 8032
Series 7, 66

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

Office Location 1515 Indian River Blvd. Suite A241,
Vero Beach,
Phone Number 772-492-8894

Paul makes clients feel at ease by taking complex issues and presenting them in layman's terms. He enjoys helping people as evidenced by his two career choices: a Respiratory Therapist for 8 years and a Financial Advisor for the last 27 years. His passion for financial planning and ability to explore every avenue to ensure his clients reach their retirement goals, combined with his compassion for people has resulted in client relationships that have lasted decades. It's also not uncommon for him to have two or three generations of a family as clients. Paul and Mary, his wife of 28 years, reside in Sebastian, Florida. Paul enjoys kayaking, golfing, boating, bicycling, and many other outdoor activities. He also enjoys giving back via community service.

About Paul Williamson and Company

We are an independent financial services firm within the Commonwealth Financial Network. We are committed to helping people establish and maintain their long-term financial goals, but above and beyond this, we are a team of caring and compassionate individuals who take to heart the trust you have placed in us. Many of our clients have been with us for decades. They have become friends and extended family. They count on us to be there when markets get volatile or when events turn their lives upside down. We are selective as to who we choose to take on as clients. It's not about net worth; it's about good people who are committed to helping other good people. This is why you won't see us doing seminars, free lunches, radio or tv ads, using gimmicks such as promises of refunded fees, or any other marketing strategies focused solely on increasing the QUANTITY of clients. We focus on delivering high QUALITY results and on our client relationships. Paul Williamson is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Paul Williamson is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Paul Williamson is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Paul Williamson is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 6694793
FirmCRD# 104651

Compensation/Fee Based on Assets

Office Location 1750 Clint Moore Rd,
Boca Raton,
Phone Number 786-479-2985

Alaa Ali serves as the Vice President, Financial Advisor of the Private Client Group at StateTrust Wealth Management. He provides comprehensive advice and guidance to both U.S. and International Clients on a complete range of financial products, services, and strategies. Alaa has been in the banking and financial services industry for over six years servicing High Net Worth Clients globally since 2015. He holds an MBA in International Business Management from Lynn University, FL. He additionally holds a master's degree in financial management as well as Bachelor of Banking and Insurance. As an experienced and knowledgeable financial advisor, Alaa is dedicated to helping clients and their families manage their wealth and plan for retirement. Wealth Management begins with a personalized understanding of every client's unique situation. Every investor is different. Personal financial advice is not a "one-size-fits-all" approach. Alaa's philosophy goes hand in hand with StateTrust's wealth management approach placing a strong emphasis on advisory excellence, asset quality, portfolio diversification, timely execution, integrity, and effective communication with every client. We pride ourselves on our accessibility to reach us at any time. With multiple networks of communication, such as email, messaging, WhatsApp, and most importantly your advisor's direct cellphone number, at StateTrust, we stand ready to help through every phase. We are here to answer all your questions, continuously guide you, and consistently modify and adjust your strategy as things change. No matter how big or small, complex or simple your goals are, Alaa as your dedicated advisor, can help you plan and achieve the financial stability you look for at retirement.

About Statetrust Investments

StateTrust specializes in providing a complete range of financial products, services and strategies to individual clients and their families. Our primary concern is to grow and preserve your net worth. We work closely with our clients, gathering necessary information to understand their unique financial needs in order to construct a comprehensive long-term relationship and provide a series of individualized recommendations to meet their financial objectives. At StateTrust, we emphasize the importance of well diversified portfolios as a way to preserve capital and manage risk. Our investment philosophy for US and global clients consists of building portfolios centered around sound asset allocation principles designed to meet our client's financial needs, risk tolerance, expected returns, and investment time horizon. The image below shows different asset allocation combinations, with corresponding historical risks and returns.

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

Qualifications CRD# 4790356
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West),
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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Frequently Asked Questions

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?