Company

Boca Wealth Advisors

Financial Services 400 S Dixie Hwy 3 employees

Employees: 3
Contacts: 1
Emails: 1
Phones: 1

iapllc.com LinkedIn

Boca Wealth Advisors Overview

Headquarters: 400 S Dixie Hwy
Website: iapllc.com
Industry: Financial Services
Employees: 3
Founded: 1998
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Wealth management Investment management Tax planning Estate planning Retirement planning Financial advisors Fee-only financial advice

About Boca Wealth Advisors

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.