From retirement and investments to tax and estate planning, the right advisor offers trusted guidance to navigate today’s challenges and prepare for tomorrow’s opportunities in Weston, FL. Best Financial Advisors makes the process easier by connecting you with trusted local advisors, so you can make confident, informed decisions for your financial future.
Weston, FL, offers unique financial opportunities shaped by its growing population, rising property values, and proximity to major South Florida markets. A local financial advisor provides guidance tailored to Florida’s tax laws, investment landscape, and community priorities.
With personalized service and long-term support, financial advisors help align your financial plan with both current goals and future aspirations.
ADVISOR | YEARS OF EXPERIENCE | SERVICES OFFERED | FREE STRUCTURE | SPECIALIZATIONS | RATING |
Tree of Life Financial Group | 18+ (founded 2007) | Advanced planning, asset protection, tax optimization, real estate & mortgage advisory | Custom, fiduciary-first approach | Wealth management, international tax planning, business-owner strategies | ★★★★★ |
Northstar Financial Planners | 25 (founded 2000) | Retirement, investments, Social Security, tax planning, special needs planning | Fee-only; % of AUM | Fiduciary retirement planning, FRS special risk employees, families with special needs | ★★★★★ |
Aspire Financial Partners | 23 (founded 2002) | Retirement, investments, business & estate planning, insurance, 401(k) | Advisory fees + insurance solutions | Retirement income strategies, business planning, and insurance integration | ★★★★★ |
Global Wealth Management | 15 years (founded 2010) | Retirement strategies, investment & insurance products | $500K minimum account; commission-based for insurance | Tailored retirement planning, wealth management, award-winning firm | ★★★★★ |
Women’s Financial Planning Boutique | 3+ years (founded 2022) | CFP®-based planning, securities/advisory through LPL | Not commission-based | Women-focused financial planning | ★★★★★ |
AP Financial Contingency Group Inc | 6 years (founded 2020) | Portfolio mgmt, planning, retirement strategies, seminars | Free consultation; fees available upon written request | Custom portfolios, fiduciary retirement income planning | ★★★★★ |
Pinnacle Financial Group, Inc | 6 years (founded 2019) | Retirement, life/disability/Medicare insurance, business planning, wealth management | Bundled wealth management fee | High-net-worth clients, business owners, professionals | ★★★★★ |
Merrill Lynch Wealth Management (Weston) | 111 years (founded 1914) | Wealth mgmt, investments, banking, securities, corporate finance | Merrill Guided Investing (digital-only): 0.45% annually
Merrill Guided Investing with Advisor: 0.85% annually
Merrill Edge Advisory Account Program: Approximately 0.85%–1.10%, depending on investment strategy
Merrill Lynch Investment Advisory Program: Typically ranges 0.85%–2.20% | Full-service wealth & banking integration | ★★★★☆ |
Luis Ugalde – Primerica Advisors | 11+ years (business founded 2008) | Insurance (life, auto), investments, mortgage & home referrals | Commission-based | Insurance & investment advising | ★★★★★ |
Bill Penland Jr – Ameriprise | 27 years of experience | Financial planning & personalized wealth mgmt | Costs depend on chosen advice and investments, with clear fees outlined upfront | CFP®-based personalized wealth strategy | ★★★★★ |
Your financial future deserves the right partner. Best Financial Advisors makes it simple to compare trusted experts in Weston, FL, and match with the advisor who truly understands your goals. Start today with a free consultation and move forward with clarity, confidence, and long-term security.
A financial advisor helps individuals and businesses create, manage, and protect their wealth through personalized strategies. They provide guidance on areas such as retirement planning, investments, tax efficiency, insurance, and estate planning. Their goal is to align financial decisions with your long-term objectives and overall life goals.
Fees vary depending on the advisor’s structure and services offered. Some may charge a percentage of assets under management, while others use flat fees or hourly rates. It’s best to ask about fee transparency during your consultation so you understand the cost before starting a relationship.
A fiduciary is a financial advisor who is legally and ethically obligated to act in your best interest at all times. While all fiduciaries are advisors, not all advisors are fiduciaries—some may work on commission or have other incentives. Choosing a fiduciary ensures your financial plan is designed with your priorities first.
The right advisor will have the credentials, experience, and services that align with your personal financial goals. Beyond qualifications, it’s also important to feel comfortable with their communication style and approach. Scheduling an initial consultation is the best way to determine if the advisor is a good fit.
Choosing the right financial advisor is a key step toward building long-term financial clarity and peace of mind. By reviewing and comparing advisors in Weston, FL, you can make a more informed choice that aligns with your personal goals.
Best Financial Advisors is a trusted directory that provides information to help you evaluate and connect with local Weston advisors. Our goal is to simplify your search by giving you access to the details you need, all in one place.
