Top financial advisors in Boca Raton, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Boca Raton or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. Without this knowledge, you might overlook key tax-saving opportunities or misjudge the impact of property and sales taxes on your budget.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your federal tax strategy alongside property and sales tax considerations.
- Homestead protection expertise. Confirm they know how Florida's strong homestead laws can shield your primary residence from certain taxes and creditors.
- Wealth migration insights. If you recently relocated, see how they factor in Florida's tax environment to preserve and grow your assets.
- Local market knowledge. Understanding Boca Raton's real estate and economic trends helps tailor your financial plan to local opportunities and risks.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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George S
Series 63, Series 65
Boca Raton, FL
European Family Office Institute LLC.
George Simon's 36 years of experience and expertise in real estate investing make him well-suited to navigate Boca Raton's local market and tax environment. Operating independently with a flat-fee structure, he offers customized asset allocation and combines fundamental and technical analysis, serving a diverse clientele including high-net-worth individuals and trusts.
Experience: 36 years
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Alyssa C
Series 65
Boca Raton, FL
Walton Rahal CPAs PLLC
Alyssa Clark offers expertise in general tax planning and wealth management in Boca Raton, leveraging her Series 65 credential and eight years of experience at Walton Rahal CPAs PLLC. Her firm’s fee-only, flat-fee structure and focus on passive index funds and ETFs distinguish her approach, integrating tax and estate planning with investment management for individuals and trusts.
Experience: 8 years
Avg account: $1,925,000
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Lawson W
Series 66
Boca Raton, FL
Benchmark Financial Wealth Advisors LLC
Lawson Wlodkowski offers financial planning in Boca Raton with expertise in retirement income strategy and wealth management, supported by a Series 66 designation and experience at Morgan Stanley. His firm employs a multi-manager investment approach and serves diverse clients including families and small businesses, with flexible flat-fee and hourly pricing options that may suit those seeking tailored financial guidance.
Experience: 1 year
Avg account: $2,091,871
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Christopher M
Series 63, Series 66
Wellington, FL
Fidelity
Christopher Mata's extensive 18-year experience at Fidelity equips him to navigate Boca Raton's unique tax landscape, focusing on retirement income and wealth management strategies. His role at a large firm and specialization in income planning provide a structured approach, distinguishing him from advisors with smaller firm backgrounds or less emphasis on retirement-focused financial planning.
Experience: 18 years
Avg account: $234,793
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Mark C
Series 63, Series 65
Boca Raton, FL
Hennion & Walsh Asset Management, Inc.
Mark Czaja's 43 years of experience and expertise in wealth management and active portfolio strategies position him well to navigate Boca Raton's unique tax and real estate environment. His affiliation with Hennion & Walsh Asset Management, which serves high-net-worth individuals with discretionary and non-discretionary programs, offers a personalized approach distinct from advisors with less comprehensive asset management options.
Experience: 43 years
Avg account: $665,411
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