Fee-only wealth management
in Fort Lauderdale
Avance Private Wealth has an office in downtown Fort Lauderdale. We serve high-net-worth founders, executives, and physicians in South Florida and across the United States - as a fee-only, independent fiduciary with no product quotas and no conflicts of interest.
Many financial advisors in South Florida operate as brokers or work for large national firms with proprietary products and institutional constraints. Avance was built to be different - independent, fee-only, and structured around the interests of clients with complex situations.
Our advisors bring institutional-level expertise - including experience at firms like Goldman Sachs - to clients who want that depth of knowledge without the conflicts that come with working inside a large institution.
We serve clients across the United States, and South Florida is one of our two home bases. Many of the founders and executives we work with have moved here recently, and the planning that comes with a move is a large part of what we do.
Fiduciary standard
Legally required to act in your best interest - not just recommend something adequate.
Fee-only
No commissions, no product sales, no revenue sharing. We are paid by you and only by you.
Independent
No parent company, no proprietary products, no institutional quotas. Full open architecture.
Specialist expertise
Deep specialization in founders, executives, and physicians - not general financial planning.
Founders & entrepreneurs
Pre-liquidity planning, QSBS analysis, exit structuring, and post-event wealth management for founders in South Florida and across the country.
Learn more →Corporate executives
Equity compensation strategy, concentrated stock management, and 10b5-1 planning for executives at public and pre-public companies.
Learn more →Physicians & practice owners
Retirement catch-up planning, practice sale and PE rollup structuring, and compensation optimization for physicians in South Florida and beyond.
Learn more →High-net-worth families
Comprehensive wealth management for established families with $1M+ in investable assets seeking independent, conflict-free advice.
Learn more →No state income tax
Florida has no personal income tax, which changes the math on stock sales, option exercises, and deferred comp distributions. Timing those events around a move, and documenting the move properly, can matter as much as the move itself.
Asset protection rules unique to Florida
Florida law offers strong creditor protection for a primary homestead and for assets owned jointly by spouses as tenants by the entirety. We factor these into how accounts and property are titled, alongside your estate attorney.
A destination for founders and executives
South Florida has drawn a wave of founders, investors, and remote executives in recent years. Many arrive with concentrated stock, pending liquidity, and a former state that still has questions.
Is there a fee-only, fiduciary financial advisor in Fort Lauderdale?
Yes. Avance Private Wealth has an office in downtown Fort Lauderdale and serves high-net-worth founders, executives, and physicians across South Florida and nationally. We are fee-only: we don't sell products or earn commissions, and we are required to act in your best interest on every recommendation.
I'm moving to Florida. What should I plan for?
Florida has no state personal income tax, but your former state may still try to tax you if your move isn't well documented or if income (like a stock sale or deferred comp) is tied to work done there. We help clients plan the timing of a move around equity events, document domicile (Declaration of Domicile, homestead, driver's license, voter registration), and coordinate with tax counsel in the state you're leaving.
Does Avance only work with clients in Fort Lauderdale or Florida?
No. We have offices in Fort Lauderdale and Asheville, NC, and work with clients across the United States. Most planning happens by video and phone.
What makes Avance different from other wealth managers in South Florida?
Many firms in the area are brokerage or bank platforms with proprietary products. Avance is independent and specializes in founders, executives, and physicians: liquidity events, QSBS, concentrated stock, 10b5-1 plans, and practice sales, coordinated with your CPA and attorneys.
Meet your Fort Lauderdale fiduciary advisor.
A 30-minute discovery call is the fastest way to understand whether Avance is the right fit. No pitch, no obligation.