A complete list of active advisors currently associated with Boca Wealth Advisors

Warmer can help you find a great advisor at Boca Wealth Advisors or one who fits your needs even better.

Boca Wealth Advisors is a fee‑only investment advisory and financial planning firm that serves high‑net‑worth individuals, trusts, foundations, and company retirement plans, generally requiring a $1 million account minimum. The firm manages client portfolios on a discretionary basis (approximately $340 million as reported in its brochure) and provides integrated wealth management advice covering retirement, estate, and tax‑related matters while acting as a fiduciary under the Advisers Act and, for applicable accounts, ERISA/IRC. The firm follows an academic‑based investment approach, implementing diversified portfolios primarily with low‑cost mutual funds and ETFs, complemented by investment‑grade individual fixed income securities and a systematic tilt toward small‑cap and value exposures. Portfolios are tailored to client objectives, reviewed and rebalanced periodically, and the firm also manages “held‑away” retirement and education accounts via a third‑party platform when appropriate. A distinctive feature is the firm’s affiliation with an accounting practice owned by the same principals, which the brochure notes is commonly used by clients for accounting and tax services and is presented as part of its coordinated wealth management offering. The brochure also discloses use of client testimonials in advertising, a practice that is uncommon among similarly sized supported advisors.

To learn more about the advisors currently working at Boca Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.