Top financial advisors in Palm Beach Gardens, 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 Palm Beach Gardens 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 you can ignore other taxes like property or sales tax, which can impact your overall plan.
- Federal tax focus. Confirm how they integrate federal income tax strategies with Florida's unique tax environment.
- Property tax insights. Ask how they help manage or plan around property taxes, especially given Florida's homestead protections.
- Wealth migration experience. Look for advisors familiar with relocating clients to Florida and the financial implications involved.
- Long-term planning. Ensure they consider how sales and tourism-related taxes might affect your spending and investment decisions over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alexander J
Series 63, Series 66
Palm Beach Gardens, FL
PNC Wealth Management
Alexander Jacobs brings 18 years of experience managing wealth in Palm Beach Gardens, with expertise in both passive and active portfolio management, suitable for navigating Florida's tax nuances. His role at PNC Wealth Management, a large firm offering algorithm-driven model-based programs, provides access to advanced digital investment strategies and a structured fee of 0.85% annually, distinguishing him from advisors at smaller firms.
Experience: 18 years
Avg account: $182,752
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Dylan L
Series 66
Palm Beach Gardens, FL
Centaurus Financial, Inc.
Dylan Linsky, based in Palm Beach Gardens, FL, offers expertise in income planning and Social Security optimization, which can be crucial for managing wealth in Florida's unique tax environment. Working with Centaurus Financial, Inc., a large firm, he provides access to third-party managers and negotiable hourly financial planning fees, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 4 years
Avg account: $213,989
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Leonel G
CFA®, Series 63
Palm Beach Gardens, FL
Eagle Strategies (NY Life)
Leonel Galvez offers expertise in retirement income strategies and business owner retirement plans, making him well-suited for clients managing wealth in Palm Beach Gardens, FL. Affiliated with Eagle Strategies, a large firm providing diverse financial planning and investment advisory services, he combines five years of industry experience with a CFA® designation and a background at Time Warner Inc., distinguishing him from other advisors in the area.
Experience: 5 years
Avg account: $235,446
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Nathan F
Series 63, Series 66
Palm Beach Gardens, FL
Integrity Alliance, LLC
Nathan Flah's 12 years of experience and Series 63 and 66 licenses equip him to navigate Palm Beach Gardens' unique tax environment, including federal and property tax considerations. Operating within Integrity Alliance, a large firm serving diverse clients with flat-fee and AUM-based options, he offers access to varied investment approaches and retirement plan consulting, distinguishing him from advisors with narrower service scopes.
Experience: 12 years
Avg account: $454,036
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Barry D
CFP®, Series 63
Afton, WY
Money Concepts Capital Corp
Barry Dayley brings 42 years of experience and CFP® certification, offering expertise in retirement income strategy and cash flow management, which can support complex financial needs in Palm Beach Gardens despite his Wyoming base. His affiliation with Money Concepts Capital Corp, a large firm using diverse managed programs and a fee structure including a 0.8125% AUM fee, distinguishes him from local advisors by providing access to broad portfolio management resources.
Experience: 42 years
Avg account: $237,847
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