Top financial advisors in Jupiter, 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 Jupiter, FL, or already live here and want to protect your wealth, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means you can ignore other taxes like property or sales tax, which can impact your overall plan.
- Homestead protection knowledge. Confirm how they use Florida's strong homestead laws to shield your primary residence from creditors and property tax increases.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your federal tax strategy alongside local tax considerations.
- Wealth migration insight. Check if they understand the financial implications of relocating to Florida, including timing and asset transfer.
- Property and sales tax planning. Ensure they address how these taxes affect your cash flow and long-term wealth preservation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John H
Series 66
Jupiter, FL
PNC Wealth Management
John Held in Jupiter, FL, offers wealth management with 14 years of experience at PNC Wealth Management, a large firm known for model-based advisory services and algorithm-driven portfolio management. His expertise in passive and active investing, combined with a 0.85% annual AUM fee, distinguishes him from others by blending traditional and digital discretionary strategies tailored for executives.
Experience: 14 years
Avg account: $182,752
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Douglas M
CFP®, ChFC®, Series 66
Wellington, FL
Edward Jones
Douglas Marcello's expertise in general retirement planning and Social Security optimization suits clients in Jupiter, FL, who need to navigate Florida's unique tax environment, including property and sales taxes. His flat-fee structure and experience with high-net-worth clients at Core Wealth Management, which uses a Modern Portfolio Theory investment approach, distinguish him from other advisors in the area.
Experience: 12 years
Avg account: $246,728
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Joseph L
Series 63, Series 65
Jupiter, FL
Patriot Securities LLC
Joseph Labanz offers over 20 years of experience managing portfolios with a tactical allocation approach, which can help navigate Florida's unique tax landscape including property and sales taxes. His firm, Patriot Securities LLC, provides fee-based discretionary advisory services without account minimums, focusing on individuals, trusts, and small businesses, distinguishing him with personalized portfolio management and quarterly reviews in Jupiter, FL.
Experience: 21 years
Avg account: $644,681
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Erik L
CFP®, Series 66
Jupiter, FL
URS Advisory
Erik Lembcke's 14 years of experience and CFP® certification equip him to navigate Florida's unique tax environment, including property and sales tax considerations, for clients in Jupiter, FL. His firm, URS Advisory, offers flat-fee plans with a focus on retirement income and Roth conversion strategies, catering to both individual and high-net-worth clients with discretionary portfolio management.
Experience: 14 years
Avg account: $1,157,876
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Terisa H
Series 66
Jupiter, FL
First Citizens Investor Services, Inc.
Terisa Heine in Jupiter, FL, offers expertise in tax-loss harvesting and retirement plans for business owners, which can help navigate Florida's unique tax environment. Affiliated with a large firm, First Citizens Investor Services, Inc., she provides a 1.30% AUM fee structure and access to integrated banking resources, distinguishing her from advisors at smaller firms or with less comprehensive service offerings.
Experience: 1 year
Avg account: $344,524
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