Fiduciary advisors in Boca Raton, FL

Boca Raton, Florida

Fee-Only

Boca Wealth Advisors is a fee-only fiduciary firm in Boca Raton, Florida, owned by CPAs and specializing in financial planning and investment management with a focus on tax considerations. The firm serves clients approaching or in retirement, as well as business owners and professionals in the accumulation phase, offering guidance on retirement readiness, investment oversight, and coordinated financial and tax planning.

Boca Raton, Florida

Cove Financial is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Boca Raton, Florida

Fortuna Wealth - Raymond James is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Boca Raton, Florida

GamePlan is a financial advisory firm based in Boca Raton, Florida, specializing in serving collegiate athletes and student-athletes. The firm provides financial planning, investment management, and estate planning services, with particular focus on NIL-related tax strategy and brand protection. GamePlan offers portfolio planning, real-time financial dashboards, and guidance on wealth management, business ventures, and career transitions for athletes during and after their playing careers.

Boca Raton, Florida

Legasure is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 10 Google reviews.

Boca Raton, Florida

Merit Financial Advisors is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Boca Raton, Florida

NFSG, based in Boca Raton, Florida, provides investment management and estate planning services to clients. The firm has over 20 years of experience and manages billions of dollars in assets. Donald Selkin, the firm's Chief Market Strategist, is known for developing proprietary Fair Value calculations that have appeared on CNBC's pre-market programming for more than three decades. The firm employs advisors including Lisa Armbrust, a financial advisor with 15 years of wealth management experience from prior roles at Morgan Stanley and Raymond James.

Boca Raton, Florida

NewEdge Wealth is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Boca Raton, Florida

Pence Financial Group is a Boca Raton-based firm that specializes in retirement planning and wealth management services. The firm operates through a team structure combining investment professionals and dedicated advisors, and is registered with LPL Financial as a registered investment adviser and member of FINRA/SIPC. The firm was founded by a U.S. Army Colonel and comprises both veterans and civilian professionals who work with clients on retirement strategies, legacy planning, and multi-generational wealth management.

Boca Raton, Florida

Fee-Only

Team Hewins is a fee-only financial planning and investment management firm with offices in Boca Raton and Miami, Florida, as well as the Bay Area, specializing in estate planning. The firm emphasizes coordinated planning across a client's professional network, including tax professionals and attorneys, and structures its approach around understanding each client's specific definition of financial success rather than applying generic strategies.

Boca Raton, Florida

United Capital Financial Advisors is an investment advisory firm in Boca Raton, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Boca Raton, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Boca Raton, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning and Retirement Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.