Top financial advisors in Delray 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 or living in Delray Beach, FL, and managing significant assets, you need an advisor who understands how Florida's tax environment affects your wealth. A common mistake is overlooking the impact of federal taxes and local property and sales taxes, which can influence your financial plan more than state income tax.
- Florida tax nuances. Confirm the advisor knows that while Florida has no state income tax, federal taxes and local property and sales taxes still play a big role.
- Wealth migration insight. Ask how they incorporate Florida's strong homestead protections and its appeal to wealth migrants into your plan.
- Experience with local markets. Look for advisors familiar with Delray Beach's real estate and investment landscape to align your strategy with local opportunities.
- Comprehensive tax planning. Ensure they consider all tax types affecting your finances, not just income tax, to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nancy C
CFP®, Series 63
Delray Beach, FL
Wells Fargo Advisors
Nancy Curtin, a CFP®-certified advisor with 15 years of experience, is well-equipped to navigate the complex tax environment in Delray Beach, FL, especially for high-net-worth clients. Affiliated with Wells Fargo Advisors, a large firm offering extensive investment and financial planning services, she brings expertise in business exit strategies and special-needs planning, differentiating her from advisors focused solely on general wealth management.
Experience: 15 years
Avg account: $514,335
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Victor S
Series 65
Delray Beach, FL
Fmsa
Victor Sonnier brings 23 years of experience in wealth management and active portfolio management, serving clients in Delray Beach with a fundamental, research-driven investment approach. His firm, FMSA, caters to both individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning, with fees including a 2.5% annual AUM charge and hourly rates for non-custodied plans.
Experience: 23 years
Avg account: $140,832
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Michael B
ChFC®, Series 63
Delray Beach, FL
Mass Mutual Investors Services
Michael Book's extensive 30-year experience and ChFC® designation equip him to navigate the complex tax environment in Delray Beach, including federal and local taxes impacting wealth management. Operating within Mass Mutual Investors Services, a large firm, he offers comprehensive planning for diverse clients such as business owners and estates, distinguishing him with a broad service scope and collaborative annual planning approach.
Experience: 34 years
Avg account: $249,379
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Kelly W
Series 63, Series 66, Series 65
Delray Beach, FL
NEwEdge Advisors
Kelly Warner's extensive 39 years of experience and Series 63, 65, and 66 licenses equip him to navigate the complex tax environment in Delray Beach, including federal and local taxes. Operating within NewEdge Advisors, a large firm offering flat-fee financial planning and discretionary portfolio management, he serves diverse clients with a mix of mutual funds, ETFs, and individual securities, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 39 years
Avg account: $813,531
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Joshua Z
Series 63, Series 66
Delray Beach, FL
Cetera
Joshua Zillmer's 18 years of experience and expertise in wealth management and tax-loss harvesting make him well-suited for navigating Delray Beach's unique tax environment, including federal and local taxes. Affiliated with Cetera, a large firm offering flat-fee financial planning and diverse portfolio management options, he also serves high earners and those approaching retirement, providing a broad range of tailored services compared to other advisors.
Experience: 18 years
Avg account: $306,089
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