We are an independent fee-only investment advisory firm owned and operated by CPAs.

We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning.

Our financial advisors have been helping wealthy families deal with the complexity of their finances for over 25 years.  All of our advisors have earned the CPA/PFS designation.

We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients.

Boca Wealth Advisors

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Boca Wealth Advisors

Org chart

Teams

Offices

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