Boca Raton, Florida

Known for its coastal beauty, sophistication, and thriving business community, Boca Raton is the perfect setting for thoughtful financial planning and long-term wealth management. Our Boca Raton team is passionate about helping clients prepare for retirement, protect their assets, and pursue lasting financial confidence. Stop by and visit us — our knowledgeable and caring professionals team; Nichols Wealth Partners are ready to help you every step of the way.

1801 N. Military Trail, Ste 120 Boca Raton, FL 33431

Call 561-939-8323
Boca Raton, Florida

At Destiny Wealth Partners, our Boca Raton office proudly serves clients through our affiliated partners at Nichols Wealth Partners, delivering personalized financial planning and wealth management solutions tailored to your unique goals and lifestyle.

Through Nichols Wealth Partners, clients have access to a wide range of services including retirement income planning, investment management, portfolio strategies, wealth preservation, estate and legacy planning, and personalized financial guidance designed to help navigate every stage of life with confidence. Their relationship-focused approach emphasizes transparency, personalized attention, and long-term financial strategies built around your needs.

Conveniently serving Boca Raton and surrounding South Florida communities, Destiny Wealth Partners and Nichols Wealth Partners are committed to helping individuals, families, and retirees pursue financial clarity and confidence through experienced, client-centered guidance.

Schedule a conversation today and discover why so many families searching for a wealth advisor near me in Boca Raton, FL trust Destiny Wealth Partners and Nichols Wealth Partners for personalized financial planning and wealth management services.

Start the Conversation
Searching for a trusted wealth advisor near Boca Raton, Florida?
Chris Nichols

Chris Nichols

Managing Partner and Senior Wealth Advisor
Mitch Faulkner

Mitch Faulkner, CFP®, CEPA®

Senior Wealth Advisor
Keith Ward

Keith Ward

Associate Wealth Advisor
Scott Roberts

Scott Roberts, CPA, CLU®

Director of Life Insurance and Estate Planning
Raffaella Nichols

Raffaella Nichols

Director of Marketing and Events

We are honored to have earned the recognition or acclaim of many of the leaders in our industry.

Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Award badge
Rankings are specific to Destiny Wealth Partners, its affiliated firms, or to Thomas Ruggie, ChFC®, CFP®.  Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth or Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth or Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Recognition Disclosures 

One conversation. That’s all it takes to see how Destiny builds a retirement plan around the life you actually want. No pressure, no obligation — just clarity.

Begin the Conversation
Tavares, Florida

Tavares, Florida

Known as “America’s Seaplane City,” Tavares offers small-town charm and a strong sense of community — values we bring into every client relationship. Our Tavares office is dedicated to helping individuals and families pursue their retirement and wealth planning goals with personalized guidance and genuine care. Stop by and visit our friendly team — we’re always ready to help you plan for the future you deserve.
Winter Park, Florida

Winter Park, Florida

With its beautiful tree-lined streets, vibrant culture, and timeless charm, Winter Park is a community built on connection and excellence. Our Winter Park office reflects those same values by offering thoughtful retirement and wealth planning guidance tailored to your goals. We invite you to stop by and meet our warm, experienced team — we’re here to help you build a confident financial future.
Jacksonville, Florida

Jacksonville, Florida

Nestled in one of Florida’s most vibrant and growing cities, our Jacksonville office is proud to serve individuals and families throughout Northeast Florida. Whether you're preparing for retirement, building long-term wealth, or seeking trusted financial guidance, our experienced and welcoming team is here to help. Stop by and visit us — we’re committed to helping you navigate your financial future with confidence and care.
The Villages, Florida

The Villages, Florida

Located in one of the nation’s premier active adult communities, our office in The Villages is uniquely positioned to help retirees and pre-retirees make the most of their next chapter. From retirement income strategies to wealth preservation and legacy planning, our caring team is here to provide personalized support every step of the way. Stop in and meet with us — we’re ready to help you enjoy retirement with confidence.

Your financial future deserves personalized attention. Let us show you what a true partnership looks like.

Schedule a Meeting