FL · Boca Raton

Fiduciary advisors in Boca Raton, FL

12 advisors with offices in Boca Raton. Credentials, fee structures, and minimums are disclosed on each listing.

12 listed
12 results in Boca Raton

Boca Wealth Advisors

Fiduciary ★5.0(5)

Boca Raton, Florida

Fee-Only

Investment Management

Boca Wealth Advisors helps individuals and families in Boca Raton, Florida build and protect their wealth through comprehensive financial planning. The firm provides expertise in comprehensive financial planning and investment portfolio management. Compensation is structured as Fee-Only. The firm holds a 5-star rating based on 5 reviews. Call Boca Wealth Advisors today to explore personalized financial planning options

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Cove Financial

★5.0(2)

Boca Raton, Florida

Investment Management

Clients in Boca Raton and throughout Florida rely on Cove Financial for expert financial guidance and investment management. The firm provides expertise in comprehensive financial planning and investment portfolio management. With a 5-star Google rating from 2 reviews, Cove Financial is well-regarded by clients in the area. Reach out to Cove Financial to learn how their advisors can help you build a stronger financial future

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Legasure

★4.6(10)

Boca Raton, Florida

Tax Strategy

Serving the Boca Raton community, Legasure offers professional investment advisory services tailored to each client's goals. The firm provides expertise in tax-efficient investing and strategic tax planning, comprehensive financial planning, and tax planning and preparation. With a 4.6-star Google rating from 10 reviews, Legasure is well-regarded by clients in the area. Contact Legasure to schedule a consultation and discuss your financial goals

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Merit Financial Advisors

★5.0(5)

Boca Raton, Florida

CPA

Retirement Planning

Merit Financial Advisors helps individuals and families in Boca Raton, Florida build and protect their wealth through comprehensive financial planning. Clients benefit from comprehensive retirement planning and income distribution strategies, comprehensive financial planning, and investment portfolio management. With a 5-star Google rating from 5 reviews, Merit Financial Advisors is well-regarded by clients in the area. The team holds CPA credentials. Contact Merit Financial Advisors to schedule a consultation and discuss your financial goals

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Team Hewins

★5.0(11)

Boca Raton, Florida

Fee-Only

Estate Planning

Team Hewins helps individuals and families in Boca Raton, Florida build and protect their wealth through comprehensive financial planning. The firm provides expertise in estate planning and wealth transfer strategies, comprehensive financial planning, and investment portfolio management. Compensation is structured as Fee-Only. Clients have given Team Hewins a 5-star rating across 11 reviews. Get in touch with Team Hewins to start working toward your investment and retirement goals

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United Capital Financial Advisors

★3.0(4)

Boca Raton, Florida

Retirement Planning Investment Management

Clients in Boca Raton and throughout Florida rely on United Capital Financial Advisors for expert financial guidance and investment management. Areas of focus include comprehensive retirement planning and income distribution strategies, professional portfolio management and asset allocation, comprehensive financial planning, and investment portfolio management. Reach out to United Capital Financial Advisors to learn how their advisors can help you build a stronger financial future

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Wealth Enhancement Group

Fiduciary ★5.0(24)

Boca Raton, Florida

Independent RIA

Estate Planning Investment Management Retirement Planning

Wealth Enhancement Group is a trusted investment advisory firm serving clients in Boca Raton, Florida. Areas of focus include comprehensive financial planning and investment portfolio management. The team includes advisors fluent in English and Spanish. With a 5-star Google rating from 24 reviews, Wealth Enhancement Group is well-regarded by clients in the area. Get in touch with Wealth Enhancement Group to start working toward your investment and retirement goals

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Financial advisors in Boca Raton, Florida

Advisors serving Boca Raton specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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