WE ARE MOVING!
Starting January 6, 2025 we will be in our new office located at 3003 Cardinal Dr
Suite E Vero Beach, FL 32963
A Thoughtful Approach to Investment Management
Investment Management
We work to prioritize your objectives and determine your comfort level for building your wealth management strategy.
Retirement Planning
We assist our clients in implementing financial and wealth transition plans to last a lifetime, so you can focus on enjoying life.
Transfer Planning
Tax and wealth transfer planning can be complex when dealing with diversified, global portfolios. We simplify the process.
We are a Registered Investment Advisor.
Vero Beach Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, and charitable foundations and endowments. As an employee-owned LLC, we operate as a fiduciary and manage our clients’ portfolios with complete accountability. Whether you have an established portfolio or are investing as a result of a life event, our team is consistently seeking ways to put the odds of investment success in our clients’ favor.

Who We Serve
Individuals
Families
Trusts
Non-Profit Organizations
Retirement Plans
Corporations
Decades of Experience & Trusted Professionals
With over 30 years of experience, our team of trusted financial professionals work to prioritize your objectives and determine your comfort level for building your wealth management strategy.