Top financial advisors in West Palm 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 moving to West Palm Beach 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 low overall taxes, overlooking property and sales taxes that can impact your budget.
- Federal tax focus. Confirm how they integrate federal tax strategies with Florida's unique tax environment.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they have experience advising clients relocating to Florida for tax and lifestyle reasons.
- Property tax planning. Discuss their approach to managing and appealing property tax assessments in Palm Beach County.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Megan C
Series 65
West Palm Beach, FL
AlphaStar Capital Management
Megan Culver's role at AlphaStar Capital Management in West Palm Beach equips her to address local tax nuances, including property tax planning and wealth migration strategies. The firm manages $1.84 billion with a strategic asset-allocation approach, offering both model and custom portfolios, and provides flexible fee structures including flat fees, which may appeal to clients seeking transparent costs.
Experience: 1 year
Avg account: $263,916
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Paul C
Series 63, Series 65
Lutz, FL
Lincoln Investment
Paul Caccomo's extensive 46 years of experience and Series 63 and 65 credentials equip him to navigate West Palm Beach's unique tax environment, including property tax planning and wealth migration strategies. Affiliated with Lincoln Investment, a large firm managing $18.9 billion, he offers a low 0.15% AUM fee and integrates tax-loss harvesting and ESG investing, distinguishing him from other local advisors.
Experience: 47 years
Avg account: $157,266
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Alexandra W
CFP®
Bethlehem, GA
Facet
Alexandra Wilson's expertise in tax-loss harvesting and sustainable investing, combined with her CFP® certification and six years of experience, equips her to navigate complex tax strategies relevant to Florida residents. Unlike some advisors, she offers a flat membership fee model through Facet, providing technology-driven, model-based asset allocation with ETFs and direct indexing, which may appeal to clients seeking transparent, subscription-based financial planning.
Experience: 6 years
Avg account: $515,820
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Dennis G
CFP®
West Palm Beach, FL
Plan Ahead Advisors
Dennis Gelfand, a CFP® with 10 years of experience in West Palm Beach, offers tailored financial planning and investment management through Plan Ahead Advisors. His dual role at a CPA firm enhances his ability to integrate federal tax strategies with Florida's tax environment, while his flat-fee structure and focus on high-net-worth clients distinguish him from other advisors in the area.
Experience: 11 years
Avg account: $1,414,558
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Serge B
Series 65
West Palm Beach, FL
Blue Marlin Advisors, LLC
Serge Berger, based in West Palm Beach, FL, offers expertise in options and derivatives strategies alongside passive index investing, which can be valuable for managing complex tax and investment scenarios in Florida. His firm, Blue Marlin Advisors, uses a subscription model with a minimum annual fee and focuses on discretionary investment management, differentiating him with a tactical yet primarily passive approach suitable for individual clients.
Experience: 4 years
Avg account: $300,000
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