Best Financial Advisors in Miami Beach, FL

Serving Miami Beach residents, Ellen Ford Krider is a financial advisor who helps clients take control over their financial life. As the senior vice president of RBC Wealth Management, she develops customized solutions in four key areas: asset protection, wealth accumulation, income stream creation, and wealth transfer. With over 35 years of experience, Ellen holds the CFP designation and has received the Irv Weiser Diversity Award. She is part of the board of the Women in Network.

Escobio Group helps the residents of Miami Beach obtain their desired financial life. The firm serves a limited number of individuals, families, executives, and business owners through a goals-based wealth management approach. It also assists clients in building multigenerational wealth by using its Merrill Personal Wealth Analysis. The process involves prioritizing goals, reviewing finances, evaluating options, and identifying potential solutions. One of the firm’s professionals, Catalina Patino, is a Certified Investment Management Analyst and Certified Private Wealth Advisor.

Anthem Advisors is a group of investment, tax, and planning professionals based in Miami Beach. With over 40 years of combined experience, the team provides wealth management services including financial, tax, estate, and retirement planning, asset protection, and risk management. Serving individuals, families, entrepreneurs, and philanthropists, the firm considers its clients' income, assets, and goals in creating customized plans to help them achieve financial stability. Its founder, Jimmy Gonzalez, is a Chartered Retirement Planning Counselor who started his career in the industry over 20 years ago.

Founded in 1951, NPC Financial is a financial services firm serving individuals, families, and businesses in Miami Beach. With its wealth of resources and products, its team of advisors helps clients make informed financial decisions in investing, retirement, estate conservation, and risk management. Its services include business planning, estate planning, and wealth management. The firm's president and co-founder, Jeffrey E. Newman, holds CLU, RHU, and ChFC designations. He is also a life member of the Million Dollar Round Table.

Manna Wealth Management is a financial advisory firm that serves Miami Beach. The firm is headed by David Kassir, a private wealth management expert with over 28 years of experience. Kassir helps clients achieve their long-term financial objectives by creating investment and retirement plans tailored to their risk tolerance and specific goals. He considers his clients' preferences regarding saving, investing, spending, and charitable giving when creating these plans. Kassir's comprehensive financial plans enable clients to assess their current financial situation, reflect on their goals, and incorporate downside risk strategies, investment recommendations, and insurance coverage into their objectives.

Garrel Miani Financial Group caters to individuals and businesses in the Miami Beach metro and the surrounding areas. It helps clients achieve their financial goals by offering a wide range of services, including asset and income protection, charitable and estate planning, IRA rollovers, and wealth management and retirement planning. The firm also offers disability, life, and long-term care insurance products. Joseph M. Garrel, the founder, has been a Million Dollar Round Table qualifier since 2014. He holds a bachelor's degree in International Business and Marketing.

Provenance Wealth Advisors serves the financial planning needs of individuals, families, and business owners in and around Miami Beach. Experienced planners of the firm take an entrepreneurial approach in helping clients get closer to their long- and short-term financial goals. Some of its services include estate planning, charitable and philanthropic planning, special needs planning, and retirement planning. In addition, the company focuses on business structures and succession planning. The firm has been in service since 2000.

Cathy Pareto and Associates is a team of financial advisors serving Miami Beach. The independent and privately held company in Coral Gables offers various financial services for individuals and families. These include retirement and financial planning for small business owners and physicians. It also provides a variety of investment choices, including institutional funds, bonds, mutual funds, individual stocks, and exchange-traded funds. Founder Cathy Pareto has been helping clients pursue their financial goals for more than twenty years.

Modern Money Education provides financial coaching to clients in Miami Beach. The company's financial advisors help individuals by teaching them strategies for debt elimination, budgeting, purchase planning, and goal setting. They also offer literacy courses for women that promote financial empowerment and a healthy money mindset. Modern Money Education has been featured in various media magazines including The New York Times and Business Insider. Its founder Angela Moore brings over 15 years of industry experience. She is a member of the National Association of Personal Financial Advisors.

Hamilton Gray Wealth Management provides services to clients in Miami Beach and the surrounding communities. The company focuses on helping individuals and families prepare for their future financial needs and goals by offering financial advisory services. Its founder, John H. Gray, brings over two decades of experience in the legal field. He is a certified public accountant and a tax and estate planning lawyer who has helped high-income families and individuals manage their wealth.

LPL Financial is a company that caters to the residents of Miami Beach and the neighboring areas. With a team of more than 15,000 advisers, it offers a wide array of services such as investment and tax strategy creation, money management, and retirement planning. The firm also assists clients with the handling of their estate or personal affairs, insurance concerns, and lifestyle matters. LPL Financial has been providing financial solutions for more than 40 years.

Element Pointe is an independent agency that attends to the financial advising needs of its clients in Miami Beach. It offers portfolio management, portfolio advice, account aggregation, consolidated reporting, cash flow, and liquidity management. Its team also coordinates tax and legal advisors, banks, and trustees for its clients. One of the company's founders, Carlos A. Dominguez, was a vice president in a renowned private bank. He has been featured in CNN, Forbes, and The Wall Street Journal.