Top Rated Financial Advisors in Palm City, 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 Palm City, 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 Palm City, 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 Palm City, 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.

James M Luongo

Luongo Wealth Management

CLU^®, ChFC^®

James M Luongo, a financial fiduciary, provides financial services to clients in the Palm City, Florida area. James holds a CLU^®, ChFC^® certification. James has over 35 years of experience.

Palm City, FL

Telephone Advisor

Telephone: 772-258-5854

Visit Advisor Website

https://www.luongowealthmanagement.com/

View Research Report

Additional Information:

Years of Experience:
35 Years

Fee Structure


• Fee-Based
• Hourly
• Commissions
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
• Risk Management
View More

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.

Jensen Beach, FL

Telephone Advisor

Telephone: 561-329-1296

Visit Advisor Website

http://mfadvisers.com/

View Research Report

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)

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2015 and provides financial services to clients in the Boca Raton, Florida area.

Boca Raton, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Mark Rowley, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Plantation, Florida area.

Plantation, FL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.