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.
Company Details
- Employees
- 3
- Founded
- 1998
- Address
- 400 S Dixie Hwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- iapllc.com
- Keywords
- Financial Planning, Wealth management, Investment management, Tax planning, Estate planning, Retirement planning, Financial advisors, Fee-only financial advice.
- HQ
- Boca Raton, FL
Boca Wealth Advisors Questions
Boca Wealth Advisors's website is iapllc.com
Boca Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/bocawealthadvisors
Boca Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Boca Wealth Advisors.
Boca Wealth Advisors's industry is
Financial Services
Boca Wealth Advisors's top competitors are
Index Fund Advisors, Inc.,
Edge Capital Markets,
Traphagen Cpas & Wealth Advisors,
Investment In Nature,
Sjb Global,
Investment Pod, Llc,
Advisors & Partners,
Nelson Financial Planning,
Concentric Wealth Management, Llc,
Investment Designers, Inc..
Boca Wealth Advisors's categories are Financial Services
Boca Wealth Advisors's founding year is 1998
