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Top Rated Financial Advisors in Boca Raton, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Boca Raton, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Boca Raton, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Boca Raton, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Ryan Berman

Chesapeake Asset Management
Ryan Berman, a financial fiduciary, provides financial services to clients in the Boca Raton, Florida area. Ryan has over years of experience.

Additional Information:

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab, Pershing LLC

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John Browning

Guardian Rock Wealth
John Browning, a financial fiduciary, provides financial services to clients in the Palm Springs, Florida area. John has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Dock Street Asset Management

CAIA®, CFA®
Dock Street Asset Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Palm Beach, Florida area.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
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Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, provides financial services to clients in the Miami, Florida area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.

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Jimmy Gonzalez

Anthem Advisors
CRPC®
Jimmy Gonzalez, a financial fiduciary, provides financial services to clients in the Coral Gables, Florida area. Jimmy holds a CRPC® certification. Jimmy has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    Fidelity, TD Ameritrade & Betterment Institutional

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Matthew Fenedick

MF Advisers
CPA
Matthew Fenedick, a financial fiduciary, provides financial services to clients in the Jensen Beach, Florida area. Matthew holds a CPA certification. Matthew has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, ASPire, Nationwide (formerly Jefferson National)

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