Serving Palm Beach County
Business consulting in West Palm Beach: financial planning & advisory
From Clematis Street entrepreneurs to Palm Beach business owners planning succession, SMAART Advisors serves Palm Beach County with consultants, fractional CFOs and financial planners, strategy, retirement planning, valuations and transaction advisory.
We serve West Palm Beach clients 100% remotely, secure portal, e-signature, video consultations, with in-person meetings by appointment at our Fort Lauderdale headquarters, under an hour down I-95. SMAART Advisors is the consulting and CFO division of SMAART Company.
West Palm Beach & beyond
Areas we serve across Palm Beach County
Who we help in West Palm Beach
Business owners planning retirement or exit
Retirement planning, business valuation and exit strategy for Palm Beach County owners preparing to step back or sell.
Wealth & investment-heavy businesses
Financial planning, cash flow modeling and risk advisory for Palm Beach County's investors and multi-entity holding structures.
Healthcare & professional practices
Fractional CFO leadership, practice valuation and succession planning for physicians, advisors and attorneys.
Small business & seasonal operators
Business formation, financial planning and cash flow strategy for the shops, restaurants and services that run on Palm Beach seasons.
Most requested
Advisory services West Palm Beach clients ask for most
FAQ
West Palm Beach advisory questions, answered
Straight answers for West Palm Beach founders and business owners, and a free consultation when you're ready to go deeper.
Do you have an office in West Palm Beach?
Our headquarters is in Fort Lauderdale, under an hour south, and we serve Palm Beach County clients fully remotely: secure document upload, e-signature and video consultations. Most West Palm Beach clients never need to visit; in-person meetings are available by appointment.
I'm planning to retire or step back from my business, where do I start?
Retirement and exit planning is one of our most-requested services in Palm Beach County: a business valuation, a succession or sale timeline, and a personal retirement income plan, built together, not separately.
Do you provide financial planning for individuals, not just businesses?
Yes, integrated financial planning, investment strategy, retirement projections and estate coordination are core services for our Palm Beach clientele.
How much does financial planning cost in West Palm Beach?
Fixed fee, quoted up front after a free consultation, whether it's a straightforward retirement plan or a business-exit-heavy engagement. No hourly billing.
Can you help us value the business before we retire or sell?
Yes. Our valuations team builds a defensible, certified valuation using multiple methodologies, the foundation for any retirement, succession or sale decision.
Ready to make confident decisions in West Palm Beach?
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.