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Excelsior Wealth PartnersFinancial advisor in Fort Lauderdale, FL

Excelsior Wealth Partners is a financial advisor at 500 E Broward Blvd #900, Fort Lauderdale, FL 33394, ranked #27 of 80 wealth managers in Fort Lauderdale and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fort Lauderdale, FLUpdated 0 paid placements in any rankingHow we rank

Call (954) 218-4327Website ↗

Key facts

Key facts about Excelsior Wealth Partners
Address500 E Broward Blvd #900, Fort Lauderdale, FL 33394Get directions
Phone(954) 218-4327
Websiteexcelsiorfinancialadvisors.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Fort Lauderdale and 11 towns within 25 miles: Sunrise, Wilton Manors, Oakland Park, North Andrews Gardens, Dania Beach, Lauderhill, Lauderdale Lakes, Plantation, Davie, West Hollywood and Hollywood.

Based in Fort Lauderdale, FLView on map

Opening hours

Opening hours for Excelsior Wealth Partners
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Excelsior Wealth Partners

How is Excelsior Wealth Partners ranked in Fort Lauderdale?

Excelsior Wealth Partners is ranked #27 of 80 wealth managers in Fort Lauderdale by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Excelsior Wealth Partners’ hours?

Excelsior Wealth Partners is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Excelsior Wealth Partners serve?

Serves Fort Lauderdale and 11 towns within 25 miles: Sunrise, Wilton Manors, Oakland Park, North Andrews Gardens, Dania Beach, Lauderhill, Lauderdale Lakes, Plantation, Davie, West Hollywood and Hollywood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Excelsior Wealth Partners?

Excelsior Wealth Partners has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Excelsior Wealth Partners?

Call Excelsior Wealth Partners on (954) 218-4327. The business is at 500 E Broward Blvd #900, Fort Lauderdale, FL 33394. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Excelsior Wealth Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Excelsior Wealth Partners (this business)—625.0 (4)NoNo
Integrity Wealth Planning, Inc. - Financial Advisor#25625.0 (9)YesYes7.4 mi
Pinnacle Wealth Preservation#26624.9 (19)YesNo17.0 mi
Neil Jesani Wealth Management, LLC#28624.8 (13)NoNo12.6 mi

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