Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Vero 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.
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 Vero Beach, Florida | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Paul Williamson CFP®, AIF®, RICP® Paul Williamson and Company |
1515 Indian River Blvd. Suite A241, Vero Beach, FL 32960 |
772-492-8894 |
| D. Michael Burleigh Registered Investment Advisor Peak Capital Management |
750 SE Indian Street, Stuart, FL 34997 |
772-334-9592 |
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,
FL 32960
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.
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.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# 4307228
FirmCRD# 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
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.
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.
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
* Additional advisor listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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?
