Advice That Matters. Advisors Who Care.

Dedicated Fiduciary Financial Planning and Wealth Management in Boca Raton, FL. Serving flourishing families, business owners, and retirees with the proprietary Feller Road Map™.

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Personalized Financial Plans

This process is the framework on which portfolio management, risk management, estate planning strategies and tax planning strategies are built. We’ll work with you to define your financial goals and build a plan that will serve as a financial roadmap.

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Financial Education

Our webinar series is a compilation of timely and diverse topics. Browse our library of engaging presentations on timely subjects from home ownership, social security, retirement planning, education savings and much more. Education is a cornerstone of our practice and as we always say, an educated client is a happy client.

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Behavioral Financial Analysis

An intuitive, guided, and supportive solution to understanding your unique approach to finances. Often people are unaware of their own biases and virtues. We help uncover the individual and interpersonal elements that drive your decisions, so that you can better know yourself.

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Portfolio Risk Analysis

Portfolio analysis and risk management can make a significant difference to your financial future. Our process is dynamic and aims to manage hidden risk. We incorporate the industry’s leading technology and 20 years of experience into our data driven approach.

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Financial clarity starts with a plan. We utilize our proprietary Feller Road Map™, a disciplined 7-step process designed to guide you from accumulation to legacy. Unlike generic applied investment strategies, the Road Map creates a customized blueprint for your retirement, tax planning, and estate goals, ensuring no stone is left unturned.

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Who We Serve

Rooted in Boca Raton since 2006, Feller Financial Services is a pillar of the South Florida wealth management community. While we specialize in face-to-face planning for local families and professionals, our seamless digital infrastructure allows us to serve clients across the U.S. whether you are in Palm Beach County or relocating for retirement. We combine the personal touch of a local fiduciary with the efficiency of a modern firm.

Flourishing Families

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Prospering Professionals

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Thriving Retirees

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FRS Legends

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Founded on the Belief that Everyone Deserves Financial Education

Our practice provides quality financial planning and investment planning services, Investment and advisory services offered through Cetera Advisor Networks. We believe quality begins with education and our focus is on helping you gain an understanding of the basic principles of financial planning.

Our team of experienced professionals are fiduciaries, we select products and investment vehicles based solely on your needs, not product quotas or sales objectives. We hope to work with you towards achieving your financial goals.

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Our Client Success Stories

"Josh Feller & Richard Koblick are intelligent professionals and very knowledgeable on all types of investments. They ALWAYS have their clients' best interest as top priority. We have been with them for over 20 years and look forward to many many more. They are always available for advice. We have moved across the country and they have maintained a fantastic relationship with us."

Anthony*

"I am a retired public school teacher. Josh Feller is our family financial advisor. We have been working with him for a number of years. I highly recommend Feller Financial Services. Their focus is on their clients. Whenever I have a question Josh has an answer for me. Finally, and most importantly, my investments keep making money with Feller Financial Services."

Joseph*

"Feller Financial Services has guided me through my professional career and into my retirement with sound advice and excellent judgement. I highly recommend their services for anyone that is beginning to develop their financial portfolio or develop a sound retirement plan for the future. The staff is responsive to all your needs as life and situations change and develop. Hats Off to Josh and Richard!"

Joyce*

This testimonial and/or endorsement was given by (client/non-client) of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.