Fiduciary advisors in Melbourne, FL

Melbourne, Florida

Ataraxis Financial Planning LLC is an investment advisory firm in Melbourne, Florida. Services include Financial Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Melbourne, Florida

Independent RIA

Borde & Associates P.A. is an independent registered investment adviser and insurance agency based in Melbourne, Florida, serving individuals, families, and businesses. The firm offers financial planning and investment management with a focus on retirement planning, diversified investments, IRAs, 401(k)s, annuities, and risk management, alongside a broad range of insurance products including health, life, long-term care, and commercial coverage. The firm's associates hold Florida insurance licenses and are registered investment adviser representatives. As an independent RIA, the firm acts as a fiduciary in its investment advisory capacity.

Melbourne, Florida

Honor Financial Group is an investment advisory firm in Melbourne, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Melbourne, Florida

MSC Capital Advisors, founded in 2023, is an investment management firm based in Melbourne, Florida. The firm employs event-driven and deep value investing approaches, led by founder Chris (a Series 7, 24, 79, 63, 65, 99, and SIE-licensed professional) and CFO Emily (who holds an MBA from NYU Stern and is pursuing the CFA designation). The firm manages investment funds for clients with a stated focus on both risk mitigation and return objectives across varying market environments.

Melbourne, Florida

Fee-Only

Moisand Fitzgerald Tamayo, LLC is a fee-only, independent fiduciary financial advisory firm with offices throughout Florida and in the Dallas–Fort Worth area, offering financial planning and investment management services. The firm is 100% employee-owned and integrates tax planning with broader financial strategy, employing licensed tax advisors who can provide specific tax guidance and IRS representation. They structure their recommendations around income management, retirement distributions, investment tax efficiency, and year-round tax strategy coordination. The firm does not accept commissions or product fees and works remotely with clients when local office access is inconvenient.

Melbourne, Florida

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

Melbourne, Florida

Wilmarth Private Wealth Management of Raymond James is an investment advisory firm in Melbourne, 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 5-star rating from 8 Google reviews.