Legacy Financial Services
“We use him for out taxes every year and go to him for ANY financial advice or situation.”
Best Financial Advisors near West Palm Beach, FL
We have 29 firms in West Palm Beach on file. Only the highest-rated make our list: 3 of them made it, along with 11 from towns including Palm Beach Gardens (7, 7 mi), North Palm Beach (1, 7 mi) and Lake Worth Beach (1, 9 mi).
1 open 24/7 · 5 open weekends · 10 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Vault Wealth Management
“Scott does a fantastic job handling my personal and business-related tax preparations and very clear when answering my questions.”
J.brucker Advisors
“I tell my people that a message to John gets a response in a least 15 minutes.”
Pybus & Company
“He has gone out of his way to help me with all my taxes, long hours, professional, fair pricing, always available I recommend highly!”
Retirement Network Advisors - Jupiter Joe Thomas
“We are now retired and very grateful to Joe for advising us in our best Annuity options.”
Roderick C. Moe Cpa, PA
“From the first day they took over my case, the staff made me feel welcome.”
The 14 firms listed for West Palm Beach, 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: West Palm Beach, FL
13 of the 14 firms on this page have a rating, from 4.2 to 5.0 across 211 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. 1 shows a license on its website and 3 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 48 years. 1 offers urgent consultations; 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 14 of the firms on this page; all 14 publish a contact page; 12 list a public email and 1 takes bookings online. 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 West Palm Beach listed here?
3 of the 14 firms are located in West Palm Beach. 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.
Guided Financial Advisors
“They have been extremely responsive to any questions or concerns I have, and it seems like they truly do care about my financial future.”
Key Private Bank
“Every time I go to this establishment they are so friendly!”
Investment Fraud Lawyers
“They were the only law firm that took our case, and they not only competently, transparently, and expertly represented and led us through a FINRA arbitration procedure.”
Castle Wealth Management
“I also appreciate that my advisor regularly reaches out throughout the year to tell you of upcoming reviews of your portfolio and asking for your input, changes in your life situation, or other events that could impact the investing strategy.”
Schmedes McAllister & Associates, CPA
“SMA has played a vital role in the establishment, rapid growth and ongoing success of several of my companies.”
FF Global Capital - Wealth Management Firm
Isaacson Tax & Estate Advisors
Freedom Support Solutions
“Stacy is such a lovely woman to work with!!”
Why these companies made our list
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