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 insight, you might overlook key tax impacts beyond income tax, like property and sales taxes, which can influence your overall financial plan.
- Florida tax nuances. Confirm how they incorporate the absence of state income tax alongside property and sales tax considerations.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration trends. See if they understand how local migration patterns might affect your investment and estate planning.
- Federal tax focus. Ensure they balance Florida-specific factors with federal tax strategies to optimize your financial outcomes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jamie G
Series 66
Port Saint Lucie, FL
Ally invest Advisors
Jamie Gore's expertise in tax-loss harvesting and retirement income strategy suits clients navigating Florida's unique tax environment, including the absence of state income tax and property tax considerations. Operating independently with a 0.85% AUM fee, he leverages Ally Invest Advisors' Modern Portfolio Theory approach and digital tools, providing a blend of automated and advisor-led services tailored for a large retail client base in Port Saint Lucie.
Experience: 5 years
Avg account: $20,749
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Omar P
Series 63, Series 66
Port St Lucie, FL
J.P. Morgan Securities
Omar Peguero Hernandez offers wealth management services in Port St Lucie, FL, backed by six years of experience and credentials including Series 63 and 66 licenses. Working with J.P. Morgan Securities, a large firm known for quantitative asset-allocation and ESG-focused investment consulting, he serves institutional clients and retirement plan sponsors with a 0.30% annual AUM fee, distinguishing him from advisors focused on individual or smaller client bases.
Experience: 6 years
Avg account: $318,381
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Richard K
Port St. Lucie, FL
The Commonwealth Group LLC
Richard Kesner offers wealth management expertise in Port St. Lucie, leveraging 31 years of experience and a focus on passive and index investing strategies. His firm, The Commonwealth Group LLC, serves high-net-worth clients with discretionary and non-discretionary advisory services, charging a flat quarterly fee, which may appeal to those seeking transparent pricing and long-term investment oversight.
Experience: 32 years
Avg account: $393,888
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Jason Y
Series 65
Port St. Lucie, FL
Discipline Wealth Solutions, Inc.
Jason Young offers expertise in retirement plans for business owners and retirement income strategies, making him well-suited for clients managing wealth in Port St. Lucie, FL. His firm, Discipline Wealth Solutions, provides tailored advisory services with a flat-fee structure and supports both individuals and corporations, distinguishing him from others by combining in-house management with third-party oversight and participant education.
Experience: 8 years
Avg account: $371,611
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Somphavanh I
Series 66
Port Saint Lucie, FL
Merrill
Somphavanh Inthisane Lovanh offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Florida's unique tax environment for wealth management in Port St. Lucie. Affiliated with Merrill, a large firm providing model-based and discretionary strategies, he brings eight years of experience and a Series 66 designation, distinguishing him with access to extensive resources and diverse client services.
Experience: 8 years
Avg account: $860,085
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