3 Best Financial Services in Fort Lauderdale, FL

“Global Wealth Management creates custom financial plans for people from all walks of life, from sophisticated women and retired couples to working CEOs, because everyone deserves the retirement they’ve always envisioned. Grant Conness and Andrew Costa are the co-founders of Global Wealth Management. They set out to provide clients with financial clarity and confidence. They set out to offer protection, reduce risk, and give people the direction they need to pursue their dreams. They developed the Retirement Roadmap Review process to help guide you along a path to retirement and beyond. They specialize in personalized financial planning for professional athletes and serve clients in Ventura, Boca Raton, Boynton Beach, Coral Gables, Coral Springs, Weston, and Jupiter.”

“Christopher Price leads a collaborative wealth management firm focused on disciplined planning, transparent guidance, and long-term partnership. Entering the financial industry during the 2008–2010 financial crisis shaped his client-first philosophy and commitment to strategies designed to withstand both market volatility and life’s transitions. Supported by advanced professional credentials and national industry recognition, Christopher and his team provide comprehensive financial planning, investment management, and retirement solutions tailored to each client’s unique goals. The firm manages over half a billion dollars in client assets and specializes in helping families, professionals, and business owners navigate pivotal moments such as retirement, business transitions, career changes, and family growth. Christopher is also the founder of INvest in Knowledge, a nonprofit dedicated to closing the financial literacy gap through practical one-on-one guidance and interactive group workshops, expanding access to financial education for individuals and communities. Together, the firm’s advisory work and nonprofit mission reflect a shared commitment to empowerment, education, and lasting financial confidence. Chris has been recognized by Forbes 3 years in a row for Best in the State, and most recently in 2025 for Top Next-Gen Wealth Advisor. He also received the Triple Crown Award for his work with Edward Jones.”

“Coastal Wealth includes a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Their approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Jeremy M. Straub is the founder of Coastal Wealth. With more than 20 years in executive-level positions with Fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve their wealth. He graduated from Moravian College in Bethlehem, PA, with a Bachelor of Arts degree in Finance and Political Science. He is a Chartered Retirement Planning Consultant (CRPC®) designee, which helped him discover his passion for helping people prepare for both the accumulation and distribution phases of retirement. He is also a Certified Funds Specialist® (CFS) designee. Jeremy holds Series 7, 9, 63, 66, and 24 registrations with FINRA and is a registered principal with MML Investors Services, LLC. With a vision of becoming the nation's most innovative, collaborative, and trusted financial solutions firm, Coastal Wealth is committed to upholding the highest standards of excellence, transparency, and integrity in all their endeavors.”