Choosing the right financial advisor is key to long-term financial security. From retirement and investments to tax planning and estate preparation, the right guidance makes decisions clearer. Best Financial Advisors connects you with trusted Davie, FL advisors who offer personalized strategies and local expertise to help you reach your goals.
Davie, FL, is a vibrant Broward County community with family-friendly neighborhoods, strong schools, and a growing business base. Local financial decisions often focus on retirement security, wealth preservation, and smart investments. A Davie-based advisor offers personalized strategies that account for Florida’s tax laws and South Florida’s unique opportunities, helping you plan with confidence.
| Company | Years of Experience | Services Offered | Fee Structure | Specializations | Client Rating |
| First Command – Davie | 60+ years (founded in 1958) | Financial planning, investment management, retirement, education funding, insurance, coaching | Wrap fee program Based on % of assets under management (AUM) Tiered (blended) % of AUM annual advisory fee | Military families and service members | ★★★★☆ |
| Space Coast Credit Union – Pine Island | 74+ years (founded in 1951) | Checking, savings, loans, mortgages, credit cards, investments, business banking | For internal use only | Full-service credit union with mortgage & auto lending strength | ★★★★☆ |
| Two Hundred Global Financial Solutions | 5+ years (founded 2021) | Accounting, bookkeeping, personal/corporate taxes, business setup, forensic accounting | For internal use only | Hispanic clients, small business, forensic services | ★★★★★ |
| Tobias Financial Advisors | 45+ years (founded in 1980) | Wealth management, tax strategies, retirement planning, portfolio management | Fee-only RIA (no commissions) Wealth Management: $10,000/year minimum Investment Management: $3,000/year minimum Financial Planning:
| High-net-worth individuals & business owners | ★★★★★ |
| Chris Price Financial Planner | 10+ years of experience | Retirement planning, wealth management, 401(k), ETFs, IRAs, mutual funds | % of AUM (≈ 0.5%–2%) Commissions on securities & insurance products Up-front + ongoing (trail/12b-1) fees Possible bonuses or other compensation | Retirement-focused, personalized investing | ★★★★★ |
| Manna Wealth Management – Florida Financial Advisors | 63+ years (founded 1962) | Financial planning, investment management, retirement, estate planning, tax/legal integration | Fee-only advisory model | Wealth & legacy planning, high-net-worth focus | ★★★★★ |
| The Saffer Financial Group | 31+ years (founded 1995) | Financial planning, securities, estate planning, retirement guidance | Wrap/advisory fee programs with a maximum client fee of ~3% per annum (negotiable) Platform Fees are tiered:
Financial planning or consulting—hourly or flat rate:
| Holistic planning via Park Avenue Securities | ★★★★★ |
| Edward Jones – Chris Malkin | 103+ years (founded 1922) 8+ years personal experience (since 2017) | Investment advisory, brokerage, retirement planning, estate strategies | Annual fee based on % of assets under management (AUM) | Local advisor model, personalized planning | ★★★★☆ |
| Grady Group Florida | 18+ years (founded 2007) | Wealth management, retirement, insurance, estate strategies | For internal use only | Tailored wealth & retirement planning | ★★★★★ |
| MG&A Wealth | 41+ years (founded in 1984) | Comprehensive financial planning, portfolio management, retirement planning, estate strategies | % of assets under management (AUM) | Family-focused wealth strategies | ★★★★★ |
Ready to take control of your financial future? Best Financial Advisors can connect you with a trusted certified advisor in Davie, FL, who will create a personalized plan tailored to your goals. Schedule your free consultation today and take the first step toward clarity, confidence, and long-term success.
A financial advisor helps you create strategies for managing money, building wealth, reducing taxes, and protecting your assets. They guide you through life’s major financial decisions, from retirement planning to estate considerations.
Fees vary. Many charge a percentage of assets under management (commonly 1%), while others may offer flat fees or hourly rates. It’s important to ask about fee structures upfront to avoid surprises.
A fiduciary is legally obligated to act in your best interest, while a financial advisor may or may not be bound by fiduciary standards depending on their certifications and role. Choosing a fiduciary ensures greater transparency and trust.
Consider their credentials, area of expertise, fee structure, and client reviews. Most importantly, choose someone who understands your goals and communicates clearly.
Choosing a financial advisor is a significant step toward achieving financial confidence and long-term stability.
Best Financial Advisors makes the process simple by connecting you with trusted professionals in Davie who understand your unique needs. By comparing top certified advisors, you can make an informed decision with confidence and start building a stronger financial future today.
