THE RIGHT MIX OF experience AND passion

Under the leadership of Robert D. Barboni, LUTCF, CFP®, Evershore Financial Group is a full-service financial firm offering a variety of products and services from some of the strongest and most respected companies in the industry. Evershore Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and business owners. The firm is headquartered in Boca Raton and has additional office locations in Orlando and Palm Beach Gardens.

We’re everything you want your financial services company to be. As an independent firm, we are able to provide you with sound, comprehensive financial solutions for your unique situation. Our advisors have an average of 15 years experience in the financial services industry.* You can rest assured knowing that you are receiving quality financial advice and services from an elite group of experts.

OUR leadership

Robert D. Barboni, LUTCF, CFP®                                                      managing partner

With 2 decades of financial services experience, Robert is a well respected financial advisor and the President of Evershore Financial Group. Robert has earned the Certified Financial Planner (CFP) designation by demonstrating competency in over 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.

In addition to assisting individuals and business owners with their wealth management needs, Robert was selected as a Financial Advisor for the NFL Players Association. Robert has written for the Miami Herald “Ask the Expert” section, as well as articles for magazines such as Financial Advisor, Senior Market Advisor, and the Sun Sentinel.

Robert is life-long resident of Florida. He is a graduate of Jupiter High School and the University of Miami and currently resides in Palm Beach Gardens with his wife and two daughters.

Robert is a registered representative and investment advisor representative of Securian Financial Services, Inc. and a proud member of the Financial Planning Association.

Daniel C. Zagata, CLU, ChFC, CFP®                                                 managing director

Upon early graduation from Bentley University in Boston and completing his MBA the next year, Dan began his financial services career in Miami and then moved to Orlando to manage several offices of his firm. Since his first year in the financial services business, Dan was inducted into one of the industry’s most prestigious organizations, the Million Dollar Roundtable. Dan is currently the Managing Director of the Orlando office of Evershore Financial Group.

Dan speaks fluent French, skydives, is a licensed pilot, is pursuing a doctorate degree, and is a volunteer with Make A Wish Foundation. Dan is a registered representative and investment advisor representative with Securian Financial Services, Inc.

Learn about our products and services or find out how you can join our team.


*as of 12/2011, based on an average of 27 advisors.