Financial Advisors
in Fort Lauderdale, Florida
Based in the Greater Fort Lauderdale area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
401 East Las Olas Blvd, Suite 1400, Fort Lauderdale, FL 33301
Connect with Us
Connect with One of Our Trusted Financial Advisors in Fort Lauderdale, FL
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!
The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.
First class in every way and I would highly recommend their services to anyone looking for a financial advisor.
We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world. In addition they have an amazing team, in particular Elaine, Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.
I have been a client for a long time. Most recently with Will Ferrell. The entire Beacon Pointe team/staff has been an absolute dream to work with. Here’s to many more years of continued financial success! Thank you for all you have done for me and family!
Will, Jimmy and the whole Beacon Pointe team are phenomenal to work with. The team is professional, knowledgeable and dedicated to helping secure a financial future.
I would highly recommend this advisory service to anyone looking for a dedicated, knowledgeable, and awesome team to grow their value. Shoutout Paige and Elaine!
Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!
The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.
First class in every way and I would highly recommend their services to anyone looking for a financial advisor.
We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world. In addition they have an amazing team, in particular Elaine, Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.
I have been a client for a long time. Most recently with Will Ferrell. The entire Beacon Pointe team/staff has been an absolute dream to work with. Here’s to many more years of continued financial success! Thank you for all you have done for me and family!
Will, Jimmy and the whole Beacon Pointe team are phenomenal to work with. The team is professional, knowledgeable and dedicated to helping secure a financial future.
I would highly recommend this advisory service to anyone looking for a dedicated, knowledgeable, and awesome team to grow their value. Shoutout Paige and Elaine!
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Fort Lauderdale Financial Advisors
Managing Directors
Wealth Advisors
Client Service & Operations
Connect with one of our trusted Financial Advisors in the Greater Fort Lauderdale area.
We are here to be a partner with you on your personal wealth journey. Please contact our Fort Lauderdale, FL team if we can be of service.