Best Financial Advisors in Delray Beach

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.9/5.0
Average Rating

Delray Beach Financial Landscape

Delray Beach has a diverse economy primarily driven by tourism, retail, and healthcare. The city is experiencing steady growth, attracting new residents and businesses.

Major industries
Tourism, Retail, Healthcare
Population
64K (metro: 640K)
Median household income
$70,000
Unique needs
Delray Beach requires a focus on sustainable tourism and housing affordability.
Market Insights
Economic Growth
According to BEA (2023), Delray Beach's economy grew by 3.5% last year, driven by tourism and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Delray Beach is approximately $70,000, reflecting a mix of affluent and middle-class households.
Advisor Specializations
Based on BLS (2023), financial advisors in Delray Beach are increasingly focusing on retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Delray Beach is 15% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the median home price in Delray Beach is around $450,000, with a competitive market and rising demand.
Business Environment
According to Fortune (2024), Delray Beach's business climate is favorable, with supportive local policies encouraging small business growth.

Top 5 Financial Advisors in Delray Beach

Holistic Wealth Planning™️
★ ★ ★ ★ ★ 5
Weinstein Wealth Insurance Solutions
★ ★ ★ ★ ★ 5
Merrill Lynch Financial Advisor Jeff Kaplan
★ ★ ★ ★ ★ 5
Maclendon Wealth Management
★ ★ ★ ★ ★ 5
Annuity Depot
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Delray Beach, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Delray Beach-Specific Expertise
For Delray Beach residents working in Tourism, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Delray's tourism reliance poses economic risks; housing market volatility may lead to affordability issues. Prepare for hurricane impacts and diversify local industries.

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