Top financial advisors in Port St. Lucie, 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 Port St. Lucie 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.
- Florida tax nuances. Confirm how they navigate the absence of state income tax alongside property and sales taxes that fund state services.
- Homestead protection expertise. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence and reduce property taxes.
- Wealth migration insight. Check if they understand the financial implications of relocating to Florida, including timing and asset management.
- Federal tax coordination. Since federal taxes remain, ensure they integrate federal tax planning with Florida-specific strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian B
CFP®, Series 66, Series 63
Port St. Lucie, FL
Fidelity
Brian Biehn, a CFP® with 26 years of experience, operates in Port St. Lucie through Fidelity, a large firm known for systematic investment processes combining research and quantitative analysis. His expertise in charitable giving and active portfolio management complements Fidelity's advisory services, offering a blend of personalized and algorithm-driven strategies that may suit clients seeking both traditional and innovative financial planning approaches.
Experience: 26 years
Avg account: $234,793
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Michael M
Series 65, Series 66
Port Saint Lucie, FL
Merrill
Michael Modica's experience with tax-loss harvesting and active portfolio management suits clients navigating Florida's unique tax environment, including the absence of state income tax and property tax considerations. Affiliated with Merrill, a large firm offering diverse managed account programs and integration with Bank of America, he serves mid-career professionals and high earners, providing a structured approach with a 1.10% AUM fee for accounts under $2 million.
Experience: 7 years
Avg account: $860,085
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Kathleen S
CFP®, Series 63
Port Saint Lucie, FL
Cetera
Kathleen Small's 21 years of experience and CFP® certification equip her to navigate Florida's unique tax environment, including wealth management and tax-loss harvesting strategies. Affiliated with Cetera, a large firm offering both discretionary and non-discretionary portfolio management, she provides flat-fee financial planning and serves a diverse client base including high earners and those approaching retirement in Port Saint Lucie.
Experience: 21 years
Avg account: $306,089
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Maria O
Series 66
Port St Lucie, FL
J.P. Morgan Securities
Maria Orozco's 13 years at J.P. Morgan Securities equip her to navigate Port St. Lucie's unique tax environment, including Florida's lack of state income tax and property tax nuances. Her experience at a large firm offering institutional consulting and customized investment solutions distinguishes her from advisors at smaller practices, providing access to extensive resources and sophisticated asset management strategies.
Experience: 14 years
Avg account: $318,381
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Jason Y
Series 65
Port St. Lucie, FL
Discipline Wealth Solutions, Inc.
Jason Young's experience with retirement plans for business owners and cash flow budgeting suits clients managing wealth in Port St. Lucie, where understanding Florida's tax nuances is crucial. His firm offers flat-fee comprehensive planning and employs tailored investment strategies, differentiating him from others by combining independent advice with a flexible fee structure and a focus on both individual and corporate clients.
Experience: 8 years
Avg account: $371,611
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