New Beginnings Financial Consulting
“Knowing sean over the years, has been one of the greatest things that ever happened to me, why because he's a great accountant, very reliable ,honest, and very trustworthy..”
Best Financial Advisors near Palm Bay, FL
We have 3 firms in Palm Bay on file. Only the highest-rated make our list: 2 of them made it, along with 13 from Melbourne (10, 11 mi), Indialantic (2, 11 mi) and West Melbourne (1, 9 mi).
2 open weekends · 8 rated 4.5+
Data verified October 18, 2026
Financial Cornerstone Group
Chell Financial
“Nelson and Jim are always easy to reach and give every account personal attention, as I am familiar with a number of other clients.”
Michael L Arbogast, CPA
“We've had the pleasure and comfort of doing business with him for a few years now and will continue utilizing his accounting/tax service.”
Rossi & Associates
Three Bridges Planning
“Brian and Three Bridges are a forward-thinking team, constantly searching for a way to improve their clients' financial well-being.”
The 15 firms listed for Palm Bay, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Palm Bay, FL
9 of the 15 firms on this page have a rating, from 3.8 to 5.0 across 83 reviews; 8 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), meet the team (2), our philosophy (2) and our process (2). 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 9 have ten or more years of experience, the longest 33 years. 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 13 publish a contact page and 10 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Palm Bay listed here?
2 of the 15 firms are located in Palm Bay. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Marvel Wealth Management
Flavin Nooney & Person, Cpas and Advisors
“Tax seasons always a mess and can get sticky with so much going on in our life, but she is so knowledgeable, quick and keeps us at ease.”
Valavanis Financial
Jotkoff & Associates
“Alan Jotkoff and his team have done a great job helping my husband and I plan a fabulous future while embracing the lifestyle we want today!”
Gear & Buchanan Wealth Management
McCloskey & Associates Wealth Management
SW Financial & Multi-Services
“She Helped me get alot back on my taxes.”
Lang Asset Management
Sound Financial Solutions
Why these companies made our list
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