Expert Financial Services in Delray Beach
Trusted financial solutions for businesses and individuals in the Delray Beach area
About New Amsterdam
Serving Delray Beach and surrounding areas, we're a trusted financial services provider committed to quality, reliability, and exceptional client experiences.
- Licensed & certified financial advisors
- Years of financial expertise
- Locally owned and operated
Specializing in comprehensive financial planning and investment management, our team brings decades of combined experience to every client relationship. We pride ourselves on personalized solutions and meticulous attention to detail.
View Our ServicesWhy Delray Beach Chooses New Amsterdam
From financial planning to investment management, we deliver reliable financial services with proven results.
01 What financial services do you offer?
We provide a wide range of financial services including investment management, retirement planning, wealth management, and financial consulting tailored to meet your specific goals.
02 Do you serve both businesses and individuals?
Yes, we work with both corporate clients and individual investors throughout Delray Beach and surrounding areas, providing customized financial solutions for each.
03 What areas do you serve?
We primarily serve Delray Beach and nearby Florida communities including Boca Raton, Boynton Beach, and West Palm Beach.
Our Financial Services
Comprehensive financial solutions for businesses and individuals
Investment Management
Professional portfolio management and investment strategies tailored to your goals
Retirement Planning
Comprehensive retirement strategies for individuals and families in Delray Beach
Our Financial Planning Process
How we deliver exceptional financial services
Financial Assessment
Understanding your financial goals and current situation.
Strategy Development
Creating customized financial solutions for your goals.
Plan Implementation
Professional execution with ongoing portfolio management.
Client Testimonials
What Delray Beach residents and businesses say about our financial services
James R.
Investor, Delray Beach
New Amsterdam provided exceptional financial guidance when we needed it most. Their expertise and attention to detail made all the difference in our retirement planning!
Sarah M.
Business Owner, Delray Beach
Our business has benefited tremendously from New Amsterdam's financial services. They understand local market dynamics and deliver exceptional investment strategies every time.
Michael T.
Local Resident, Boca Raton
I've used New Amsterdam for multiple financial needs over the years. Their team is reliable, knowledgeable, and truly cares about their clients' financial success.
Our Financial Team
Meet the experts behind New Amsterdam
Robert Amsterdam
Founder & Lead Financial Advisor20+ years experience serving the Delray Beach community with financial expertise and dedication
Maria Rodriguez
Senior Financial AnalystSpecializes in investment strategies with deep knowledge of market trends and financial planning
Thomas Wilson
Wealth Management DirectorEnsures all investment strategies meet our high standards for performance and client satisfaction
Lisa Chen
Client Relations ManagerYour point of contact for account management and financial service coordination
Financial Services FAQs
Common questions about our financial services
What types of investments do you manage?
We manage diverse investment portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments tailored to your risk tolerance and financial goals.
What are your investment fees?
Our fee structure is transparent and based on assets under management. We provide detailed fee schedules during our initial consultation with no hidden costs.
Are you a fiduciary?
Yes, we are committed fiduciaries, meaning we are legally obligated to act in your best financial interests at all times.
What areas do you serve?
We primarily serve Delray Beach and surrounding Florida communities including Boca Raton, Boynton Beach, and West Palm Beach.
How often will we review my portfolio?
We conduct comprehensive portfolio reviews quarterly and provide ongoing monitoring and adjustments as market conditions warrant.