Top financial advisors in Deerfield Beach, 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 Deerfield Beach, FL, or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means low overall taxes, overlooking property and sales taxes that can impact your budget.
- Federal tax focus. Confirm how they integrate federal income tax planning with Florida's unique tax environment.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they understand the financial implications of relocating to Florida for tax or lifestyle reasons.
- Property and sales tax strategy. Ensure they consider these taxes in your long-term financial plan, not just income tax.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen F
Series 65
Deerfield Beach, FL
Courtesy Investment Advisory Services LLC
Stephen Finley, based in Deerfield Beach, FL, brings 18 years of experience and a Series 65 designation, focusing on cash flow and budgeting. His firm specializes in advising automotive dealerships on managing business cash, particularly insurance reserves, and refers clients to third-party advisers, which may offer a unique approach compared to others who handle individual wealth directly.
Experience: 18 years
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Michael L
Series 66
Deerfield Beach, FL
J.P. Morgan Securities
Michael Lioy offers wealth management expertise in Deerfield Beach, FL, with 22 years of experience and a Series 66 designation. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and comprehensive asset allocation services, he charges a 0.30% annual fee, providing a seasoned approach that integrates federal tax planning with Florida's unique tax considerations.
Experience: 23 years
Avg account: $318,381
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Silvia E
Series 66
Deerfield Beach, FL
Merrill
Silvia Espinosa at Merrill in Deerfield Beach offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Florida's unique tax environment including property and sales taxes. Merrill's large-firm resources provide diverse managed account programs and discretionary portfolio management, supporting mid-career professionals and HENRY clients with a 1.10% AUM fee for accounts under $2 million, distinguishing her from advisors at smaller firms.
Experience: 3 years
Avg account: $860,085
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Roxanne B
CFP®, Series 63
Deerfield Beach, FL
OSAIC
Roxanne Blade's 26 years of experience and CFP® certification equip her to navigate Deerfield Beach's unique tax environment, including property and sales tax considerations. Working with OSAIC, a large firm known for its technology-driven investment process and diverse client base, she offers flat-fee financial planning and consulting services, which may appeal to clients seeking transparent pricing and comprehensive wealth management.
Experience: 27 years
Avg account: $398,336
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Steven L
Series 63, Series 65
Deerfield, FL
Equitable Advisors
Steven Levinson's 37 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for clients managing wealth in Deerfield Beach, FL, especially Baby Boomers approaching retirement. Affiliated with Equitable Advisors, a large firm offering a hybrid advisory and brokerage model, he serves high-net-worth individuals with flexible fee structures ranging from 0.20% to 2.50% AUM fees and hourly planning fees, providing tailored financial planning and asset management access.
Experience: 38 years
Avg account: $570,841
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