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Find Top Financial Advisors in West Palm Beach, Florida

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in West Palm 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.

Qualifications of Financial Advisors in West Palm Beach

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 West Palm Beach, Florida
Financial Advisor Office Location Phone Number
Andrew Gentile
CDFA®, AIF®, CFP®, CLTC®, CLU®, ChFC®, CLTC
Novem Group
601 Heritage Drive,
Jupiter, FL 33458
561-623-5492
Alaa Ali
Statetrust Investments
1750 Clint Moore Rd,
Boca Raton, FL 33487
786-479-2985
Cameron Buetel
CFP®, CERTIFIED FINANCIAL PLANNER" Certificant
Ubs
1800 North military Trail,
Boca Raton, FL 33431
561-367-1875
Stephanie Carreras
Signet Financial Management
2255 Glades Road Suite 324A,
Boca Raton, FL 33431
904-678-9928
David Balestriere
CFP®, CERTIFIED FINANCIAL PLANNER
Edelman Financial Engines, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL 33434
561-288-4011
D. Michael Burleigh
Registered Investment Advisor
Peak Capital Management
750 SE Indian Street,
Stuart, FL 34997
772-334-9592
Mark Rowley
CRPC®, CRPC®
Edelman Financial Engines, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
786-463-4286
Jimmy Gonzalez
CRPC®
Anthem Advisors
200 South Biscayne Boulevard,
Miami, FL 33131
305-482-3002
Matthew Lapides
CFP®
Ethos Private Wealth
1825 Ponce de Leon Boulevard,
Coral Gables, FL 33134
305-206-1621

Information on Qualified Financial Advisors in West Palm Beach

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# 6694793
FirmCRD# 104651

Compensation/Fee Based on Assets


Office Location 1750 Clint Moore Rd,
Boca Raton,
FL
33487
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# 6296786
FirmCRD# 8174
Series 7, 66

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


Office Location 1800 North military Trail,
Suite 300,
Boca Raton,
FL
33431
Phone Number 561-367-1875

Cameron's focus is on developing and implementing innovative and customized financial strategies for a diverse group of affluent individuals, their families and businesses, as well as, understanding the unique needs of professional athletes.

About Ubs

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Clients have access to a wide range of products from the worlds leading third-party institutions that complement UBSs own offerings.

Advisory Services Provided

Portfolio Management, Financial Advice & Consulting, Financial Planning for Individuals


Qualifications CRD# 2785117
FirmCRD# 105310
Series 65

Compensation/Fee Fee-Based


Office Location 2255 Glades Road Suite 324A,
Boca Raton,
FL
33431
Phone Number 904-678-9928

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# 4790356
FirmCRD# 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 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.


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.

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# 4163141
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL
33180
Phone Number 786-463-4286

Since 2000, I've been helping my clients achieve their best life possible. I work with them to help make this attainable by taking the time to clearly understand their background, needs and objectives. Then we collaboratively create a plan to help them reach every goal. Fun fact about me: I qualified for the 1996 Olympic trials in the mile.

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.


Qualifications FirmCRD# 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

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 lifes most complicated questions. For example, Do I have enough to retire with confidence?


Qualifications CRD# 3137390
FirmCRD# 3137390
Series 7, 9, 10, 23, 24, 31

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


Office Location 1825 Ponce de Leon Boulevard,
Suite 567,
Coral Gables,
FL
33134
Phone Number 305-206-1621

Matthew gained a unique experience since 1998 in serving as an advisor and director of a major wirehouse, a private bank and now in his advisor-owned firm, Ethos Private Wealth. Growing up in Annapolis, MD, Matthew has always had an entrepreneurial spirit and curiosity for the complex. After selling a business he founded in the 1990s, and witnessing a family member be financially exploited, he felt that he could make a difference to some folks. He joined Merrill Lynch in 1998. Those were days that training and development were especially demanding, it was somewhat of a financial boot camp. Only roughly 1-2% of new hires would succeed after 3 years. Matthew had a successful career at Merrill for more than a decade and became a visiting coach for the firm in Princeton, NJ. However, he became disenchanted with the Wall Street affiliation after the 2008 financial crisis. That was the impetus for a personal and professional reflection. Matthew moved to a Private Banks in an executive role, but still felt a disingenuous connection between a major firm and the client. As Matthew's long-time clients continued to reach out to him, he established a private firm to provide investment counsel and wealth strategies to a small number of successful and kind families. Thus, Ethos was born from a set of guiding and unwavering principles. Matthew is passionate and serious about his responsibility to those he serves, and has been an advocate on many occasions for his clients. He is patient, thoughtful and creative in helping clients. Matthew is a former triathlete and is known for his love of both art and science, his family projects and community building. He is also a published author of children's books. Matthew's hallmark is helping others to be more& both personally and professionally. Matthew currently lives in Miami, FL with his Brazilian wife and two children. One child attends middle-school and the other served in the U.S. Army and currently attends college and serves in the National Guard.

About Ethos Private Wealth

We like being a "Well Kept Secret". We choose to be small and mighty. This choice was crystal clear after serving nearly 15 years in the big bank and brokerage channel. Ethos is built upon core beliefs and principals that serve as a personal, professional and moral compass. Every relationship means something special to our firm. Our passion revolves around helping others become liberated from financial worries. We do this through tailored planning, smart decision making and access to the right solutions. We have uncovered special methods that work in all economic cycles to help achieve goals. We don't use cookie cutter solutions since no clients are alike. The global markets are inextricably linked. Investing today requires more rigor to find the right sources of returns on your investments. Our primary goal as your Advisor is help you achieve and maintain financial prosperity through careful planning, asset management and risk management strategies. Our solutions are entirely driven by your goals and priorities, and sensible solutions are specialized for you. Ethos is built upon core principles and beliefs, they the beacon that shines in any weather. Our approach at Ethos fully aligns the firm and client, thus creating a refreshingly pure relationship. We work for you, and nobody else. We receive no outside fees, commissions, trails or remuneration of any kind for a 3rd party. Our loyalty solely lies with our client. At Ethos, you are not just another number or another account. Each client is important to our firm. We listen to become knowledgeable about your matters, and spend time to truly understand your needs. We are singularly dedicated to help you meet your goals. Ask us anything, we will never patronize. We have simply created a more congenial way to work together.

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


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Customer Reviews

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?