Top financial advisors in Vero 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 planning your financial future in Vero Beach, FL, you might be navigating federal tax strategies, property tax concerns, or preparing for wealth transfer without state income tax complications. A common mistake is overlooking how Florida’s unique tax environment affects your overall financial plan, especially when advisors focus only on federal taxes.
- Federal tax focus. Confirm how they integrate federal income tax planning with Florida’s property and sales tax landscape.
- Homestead protection knowledge. 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 implications of Florida’s appeal to wealth movers and how that impacts your estate and gifting strategies.
- Local market familiarity. Ensure they consider Vero Beach’s tourism-driven economy when advising on investment and tax planning decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Anthony T
Series 66
Vero Beach, FL
PNC Wealth Management
Anthony Tulsiram in Vero Beach, FL, offers wealth management with expertise in passive and active portfolio strategies, supported by his Series 66 designation and experience at J.P. Morgan. His affiliation with PNC Wealth Management, a large firm using model-based, algorithm-driven investment programs, provides a structured approach with a 0.85% annual AUM fee, distinguishing him from advisors with smaller firms or different fee models.
Experience: 3 years
Avg account: $182,752
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Richard Y
CFP®, Series 63, Series 65
Vero Beach, FL
Secure Asset Management, L.L.C.
Richard Yemm's 34 years of experience and CFP® certification equip him to address Vero Beach's unique tax and investment landscape, including income planning and options strategies. Operating independently at Secure Asset Management, he serves both high-net-worth and individual clients with personalized financial planning and discretionary management, offering negotiable fees and leveraging third-party platforms for diversified account oversight.
Experience: 34 years
Avg account: $302,612
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Thomas O
Series 63, Series 65, Series 66
Vero Beach, FL
Catalyst Financial Partners
Thomas O'Connor's 25 years of experience and Series 63, 65, and 66 licenses equip him to navigate Vero Beach's unique tax and investment landscape, including active portfolio management and alternative investments. His role at Mariner, which emphasizes asset allocation and active management using ETFs and fixed income, along with a negotiable fee structure up to 1.75%, distinguishes him from others by combining seasoned expertise with flexible client arrangements.
Experience: 26 years
Avg account: $4,552,964
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Amanda D
Series 66
Vero Beach, FL
Ameriprise
Amanda Darress specializes in retirement income strategies and Social Security optimization, making her well-suited for clients approaching retirement in Vero Beach, FL. With 17 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she serves clients typically holding at least $1 million in investable assets and charges a 0.15% AUM fee, distinguishing her through a structured, research-driven approach.
Experience: 17 years
Avg account: $471,167
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Biran H
Series 63, Series 66, Series 65
Vero Beach, FL
Herndon Wealth Services Inc
Biran Herndon’s expertise in business sale tax planning and tax strategies for small businesses suits Vero Beach clients navigating federal and local tax complexities, including property and sales taxes. His flat-fee financial planning and six years of experience, combined with a focus on tailored plans for individuals and business owners, distinguish him from others by offering clear pricing and specialized tax advisory services.
Experience: 6 years
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