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Same-Day Financial Advisors in Boynton Beach, FL
Can't wait a week? These financial advisors in Boynton Beach offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Boynton Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Castle Wealth Management with a 4.8-star rating from 25 Google reviews and an RNM Score of 73/100. Also in the top tier: Stoic Financial and Materetsky Financial Group. The average rating across all listed financial advisors in Boynton Beach is 4.7 stars from 6 reviews per business on average.
Financial advisors in Boynton Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Boynton Beach, FL is home to a variety of financial advisor services to help residents with investment planning, retirement strategies, and wealth management. Consumers should consider an advisor's credentials, services offered, and client reviews when selecting a local financial professional.
- ✓Comprehensive financial planning services including investment management, tax planning, and retirement strategies
- ✓Advisors with certifications such as Certified Financial Planner (CFP) or Certified Public Accountant (CPA)
- ✓Personalized guidance to help clients achieve their short and long-term financial goals
Best Overall
GPS Financial Services Inc
GPS Financial Services Inc is top-ranked for its comprehensive financial planning and personalized client service in Boynton Beach.
Most Reviewed
Edward Jones - Financial Advisor: Scott Doyno, AAMS®
A high review count indicates broad client trust and consistent service quality over time.
When choosing a financial advisor in Boynton Beach, consider both the advisor's credentials and the range of services offered to ensure they align with your financial goals. Reading recent client reviews can also provide insight into the advisor's responsiveness and expertise.
How to Choose a Financial Advisor in Boynton Beach
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Boynton Beach area
- • Fee-only or fee-based compensation structure (rather than commission-based)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment mix for my goals and risk tolerance?
- • What are your fees and how are they structured?
Red flags
- ⚠ Pushes high-commission investment products
- ⚠ Lacks transparency about fees and compensation
- ⚠ Unwilling to provide references or client testimonials
In Florida, financial advisors must be licensed as investment advisor representatives and/or insurance agents. Be sure to verify their licenses and check for any disciplinary actions or customer complaints.
Local Market Snapshot
17
Businesses listed
4.7★
Avg rating
6
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Exceptional 4.8-star rating from over two dozen Google reviews in Boynton Beach.
1880 N Congress Ave STE 302, Boynton Beach, FL 33426, USA4.6 stars from 20 Google reviews, showing strong client trust in Boynton Beach.
2240 Woolbright Rd # 354, Boynton Beach, FL 33426, USAFinancial Advisors Rankings in Boynton Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Castle Wealth Management1880 N Congress Ave STE 302, Boynton Beach, FL 33426, USA | 4.8★ | 25 |
| #2 | Stoic Financial1200 S Federal Hwy STE 201, Boynton Beach, FL 33435, USA | 5.0★ | 12 |
| #3 | Materetsky Financial Group2240 Woolbright Rd # 354, Boynton Beach, FL 33426, USA | 4.6★ | 20 |
| #4 | Raymond James Financial Services: Connor Wealth Management8788 Boynton Beach Blvd Suite 100, Boynton Beach, FL 33472, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Scott Doyno, AAMS®1014 E Gateway Blvd Suite 103, Boynton Beach, FL 33426, USA | 5.0★ | 3 |
| #6 | Edward Jones - Financial Advisor: Timothy R McGraw4956 Le Chalet Blvd Suite 23, Boynton Beach, FL 33436, USA | 5.0★ | 1 |
| #7 | Sundin Financial1331 S Federal Hwy Unit 430, Boynton Beach, FL 33435, USA | 5.0★ | 10 |
| #8 | Mark Haag - Private Wealth Advisor, Ameriprise Financial Services, LLC1880 N Congress Ave STE 206, Boynton Beach, FL 33426, USA | 5.0★ | 3 |
| #9 | Raymond James1205 NW 13th Ave, Boynton Beach, FL 33426, USA | 5.0★ | 1 |
| #10 | GPS Financial Services Inc1100 S Federal Hwy, Boynton Beach, FL 33435, USA | 2.3★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Boynton Beach
8788 Boynton Beach Blvd Suite 100, Boynton Beach, FL 33472, USA
1014 E Gateway Blvd Suite 103, Boynton Beach, FL 33426, USA
4956 Le Chalet Blvd Suite 23, Boynton Beach, FL 33436, USA
1331 S Federal Hwy Unit 430, Boynton Beach, FL 33435, USA
1880 N Congress Ave STE 206, Boynton Beach, FL 33426, USA
1100 S Federal Hwy, Boynton Beach, FL 33435, USA
555 N Congress Ave # 301, Boynton Beach, FL 33426, USA
1301 N Congress Ave Suite 340, Boynton Beach, FL 33426, USA
8773 Boynton Beach Blvd Unit 510, Boynton Beach, FL 33472, USA
12400 S Shore Blvd, Wellington, FL 33414, USA
3695 Boynton Beach Blvd #9, Boynton Beach, FL 33436, USA
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Financial Advisors in Boynton Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Castle Wealth Management | 73/100 | 4.8 ★ | 25 |
| 2 | Stoic Financial | 72/100 | 5.0 ★ | 12 |
| 3 | Materetsky Financial Group | 68/100 | 4.6 ★ | 20 |
| 4 | Raymond James Financial Services: Connor Wealth Management | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Scott Doyno, AAMS® | 66/100 | 5.0 ★ | 3 |
| 6 | Edward Jones - Financial Advisor: Timothy R McGraw | 62/100 | 5.0 ★ | 1 |
| 7 | Sundin Financial | 71/100 | 5.0 ★ | 10 |
| 8 | Mark Haag - Private Wealth Advisor, Ameriprise Financial Services, LLC | 66/100 | 5.0 ★ | 3 |
| 9 | Raymond James | 62/100 | 5.0 ★ | 1 |
| 10 | GPS Financial Services Inc | 27/100 | 2.3 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Boynton Beach
What is a fiduciary financial advisor and why does it matter in Boynton Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Boynton Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Boynton Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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