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 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.

"Wisdom Financial Services is an innovative, collaborative, and trusted financial services firm. A team of product specialists backs their highly trained professionals with years of combined experience. They are designed to ensure you take on the course and remain on course to manage your goals. They spend their entire careers working with people who are nearing or in retirement. They gather the information; then they analyze your portfolio to build their custom financial plan, which is your road map to achieving your goals. Finally, they review the specifics of your unique situation and develop a plan based on those specifics. They look forward to the opportunity to create a strong working relationship with you and encourage you to continue through this course for solid foundational knowledge.