Best Financial Advisors in Miami Beach

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Anthem Advisors logo
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Anthem Advisors

200 S. Biscayne Boulevard, 20th Floor, Miami, FL 33132
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  • Estate Planning
  • Tax Planning
  • Retirement Planning
  • Wealth Management

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)
Facebook
5.0 / 5 (4)
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Anthem Advisors

Cathy Pareto and Associates logo
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Cathy Pareto and Associates

901 Ponce de Leon Boulevard, Suite 501, Coral Gables, FL 33134
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (10)
Google
4.3 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Cathy Pareto and Associates

ECF Wealth logo
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ECF Wealth

6301 Collins Ave LPH3, Miami Beach, FL 33141
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  • Estate Planning

Business Description

ECF Wealth is an advisory firm offering financial planning and wealth management services in Miami Beach. Its advisors analyze financial situations, develop recommendations, and monitor plan implementation. The firm also provides asset protection strategies to protect individuals, families, and businesses from unexpected events. Its manager, Lawrence Weller, is a Chartered Financial Consultant and Certified Financial Planner. He volunteers for the Little Light House Foundation, a non-profit organization where he mentors at-risk youth on financial literacy.

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ECF Wealth

Element Pointe logo
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Element Pointe

333 SE 2nd Ave #2820, Miami, FL 33131
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  • Wealth Management

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Element Pointe

Ellen Ford Krider logo
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Ellen Ford Krider

500 E. Broward Blvd., Suite 2200, Fort Lauderdale, FL 33394
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Ellen Ford Krider

Escobio Group logo
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Escobio Group

701 Brickell Avenue Floor 11, Miami, FL 33131
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  • Wealth Management

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Escobio Group

Garrel Miani Financial Group logo
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Garrel Miani Financial Group

801 Brickell Ave, Suite 1440, Miami, FL 33131
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  • Estate Planning
  • Tax Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Garrel Miani Financial Group

Hamilton Gray Wealth Management logo
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Hamilton Gray Wealth Management

429 Lenox Avenue, Miami Beach, FL 33139
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  • Financial Planning
  • Wealth Management
  • Investment Advisor

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
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Hamilton Gray Wealth Management

LPL Financial logo
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LPL Financial

1395 Brickell Ave 8th Floor, Miami, FL 33131
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
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LPL Financial

Manna Wealth Management logo
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Manna Wealth Management

429 Lenox Avenue, Miami Beach, FL 33139
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  • Certified Financial Planner (CFP)

Business Description

Manna Wealth Management provides one-on-one financial advice to individuals in Miami Beach. Managing director David Kassir has over 25 years of private wealth management experience, helping individuals meet their financial goals by creating investment and retirement plans around their risk tolerance and long-term goals. He understands the importance of considering the client's decisions on what to save, invest, spend, and give back. Kassir creates a tailored plan that enables clients to evaluate their current financial situation, reflect on their financial goals, and include downside risk strategies, investment recommendations, and insurance coverage in their objectives.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Manna Wealth Management

Modern Money Education logo
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Modern Money Education

429 Lenox Ave, Miami Beach, FL 33139
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (5)
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)
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Modern Money Education

NPC Financial logo
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NPC Financial

2 South Biscayne Boulevard, Suite 1740, Miami, FL 33131
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  • Estate Planning
  • Financial Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Facebook
4.4 / 5 (7)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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NPC Financial

Provenance Wealth Advisors logo
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Provenance Wealth Advisors

200 S. Biscayne Boulevard Seventh and Eighth Floors, Miami, FL 33131
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Chartered Financial Analyst (CFA)
  • Investment Advisor

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Provenance Wealth Advisors

Sulzberger Capital Advisors logo
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Sulzberger Capital Advisors

4500 Biscayne Boulevard Suite 205, Miami, FL 33137
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  • Certified Financial Planner (CFP)

Business Description

Sulzberger Capital Advisors is a company that helps the community of Miami Beach with wealth management. The company offers investment options to individual U.S. and international clients to help them achieve their long-term financial and retirement goals. It also works with investment managers in assisting clients with income creation and capital growth and preservation. The company's president, Gene C. Sulzberger, is an attorney with more than 25 years of experience providing wealth planning and financial services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Sulzberger Capital Advisors

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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