Connect with Top-Rated Financial Planners in Fort Lauderdale!

Krause Capital, Inc. is a nationally recognized financial planning and investment management firm. We provide tailored financial solutions to meet our clients' needs through a proprietary approach to client service and data gathering, combined with sophisticated technology to optimize results and help achieve long-term financial goals. Our team of dedicated professionals employs custom investment management strategies, insurance planning, and estate planning to help clients gain control of their financial future and prepare for challenges ahead. We also offer financial wellness programs for employees and consulting services for institutions, foundations, and non-profit organizations. With decades of experience, Krause Capital is well-positioned as an industry leader in wealth management.

Global Wealth Management is a comprehensive financial services firm that offers customized financial planning and investment management to individuals from all walks of life. With a focus on retirement planning and wealth management, their team of experts helps clients achieve their financial goals through a holistic approach that addresses income, investments, taxes, healthcare, and legacy. By providing personalized service and strategic guidance, Global Wealth Management empowers clients to pursue their dreams while securing their financial futures.

BLS Wealth Management is a financial services company that provides comprehensive wealth management services to individuals and families. Their team-oriented approach focuses on listening to clients and understanding their financial goals. They offer personalized financial planning, investment advice, and risk management solutions to help clients achieve their long-term objectives. With a strong emphasis on building relationships and providing exceptional service, BLS Wealth Management has earned a reputation for integrity, expertise, and community involvement.

Avotek Capital is a comprehensive asset management and investment firm that specializes in providing tailored financial solutions to businesses and individuals. Our range of services includes business acquisitions, business and personal loans, business consulting, business mergers, hedge fund management, investment strategies, lending investment strategies, private equity investment strategies, real estate investment strategies, venture capital, and comprehensive wealth management strategies. We are experienced in funding and guiding early-stage companies, and helping established businesses achieve their goals.

At KM Wealth Management, our primary purpose is to provide a personalized approach to financial planning and wealth management. We believe that a team approach can be an effective method to help clients who have a wide variety of needs. Our team of professionals has decades of collective experience in offering a range of services, including retirement, estate, and business planning. With a focus on long-term relationships, we provide open and honest communication to help our clients achieve their financial goals.

Juniper Wealth Management is a comprehensive wealth management firm dedicated to helping individuals and families achieve financial confidence through a conservative approach to retirement goals. At Juniper Wealth Management, we believe that financial stability is achieved through a conservative financial strategy. Our process is designed to strategically address the issues of income, investment, tax, healthcare, long-term care, and legacy planning. By using a 6-step roadmap, we help our clients take confident ownership of their retirement, protect, and grow their finances over time, and adapt to changing conditions.

Freedom Advisory is a fiduciary, fee-only independent advisory firm, serving clients nationwide with offices in Fort Lauderdale, FL & San Juan, PR. We are dedicated to offering unbiased wealth management services and to always act in your best interest. Our collaborative team approach brings multiple, diverse experts to every detail of your wealth management and financial success.

Elite Wealth Management is a comprehensive financial planning firm dedicated to helping individuals and families achieve their financial goals. Our team of experienced professionals provides personalized service and develops tailored strategies for investment, insurance, and tax planning. From retirement planning to estate planning, we help our clients navigate life's transitions while providing expert guidance and insights. Our comprehensive approach ensures that every client receives the highest level of service, tailored to their unique needs and goals.