Laurels
Best Financial
Advisors
in Miami
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Miami, FL.

ReviewedCuratedTop Picks1107216

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Cathy Pareto and Associates

Cathy Pareto and Associates is a firm that offers objective financial advice and personalized planning. The firm moreover desires to empower its clients to make informed decisions about their finances and to help secure their financial futures. Cathy Pareto and Associates focuses on managing investments, planning for retirement, handling divorce, coping financially with the loss of a spouse, and general financial planning.

Coral Gables, FL(305) 648-9814

Website

Cela Advisors

Cela Advisors is an independent financial advisory practice that only receives income from client fees. Cela Advisors specializes in investment management and consulting, but it does not require a minimum portfolio size. The firm has its financial advice tailor-made for their clients' existing assets, and it invites its clients to have their voice heard in the investment planning process. Cela Advisors values transparency of its own operations while protecting its client information.

Miami, FL(305) 667-8123

Website

Dagel Financial, Inc.

Dagel Financial, Inc. is a Miami advisory firm with a strong focus on client satisfaction. The firm provides professional, individualized advice for retirement and personal finances for competitive prices. To ensure that its advice is only for the best interests of its clients, Dagel Financial, Inc. does not accept commissions or any other funding from third parties.

Miami, FL(305) 903-7688

Website

Evensky & Katz / Foldes Financial

Evensky & Katz / Foldes Financial is a leading financial planning firm with a history of giving individualized financial advice with the best interests of its clients in mind. The financial group has been in business for 31 years, and its staff of financial experts possesses 160 years of combined experience. for The firm provides clients with objective advice for wealth management, retirement plans, insurance, estate planning, and other financial concerns. Evensky & Katz / Foldes Financial has received recognition from several financial journals such as Bloomberg, Worth Magazine, Accounting Today, and Medical Economics.

Coral Gables, FL(305) 448-8882

Website

Gables Financial Partners

Gables Financial Partners is a firm that has been featured in publications and on live media such as CNN, Fox News, Worth Magazine, and the Miami Herald. The firm focuses on the financial success of their clients, including both individuals and businesses. Gables Financial Partners can help with personal financial matters such as estate planning, life insurance, social security, annuities, tax plans, and long term care. Their business offerings cover a wide range of services from employee benefits reviews to buy/sell agreements. The firm works for the benefit of clients in the Miami and Aventura metro areas.

Coral Gables, FL(305) 709-0777

Website

Guerra Financial Group

Guerra Financial Group is a family-oriented practice that aims to help clients in the Miami metro area achieve their financial goals. The business's advisors focus on optimizing their clients' current finances and helping them prepare for the future. Guerra Financial Group can help plan for retirement, taxes, risk management, budgeting, and insurance in addition to providing general financial advice. The practice and its advisors have been featured on television, on radio stations, in local newspapers, and in magazines such as the Senior Market Advisor Magazine.

Miami, FL(305) 448-1011

Website

Investor Solutions

Investor Solutions is an independent investment firm that advises Miami individuals, families, non-profit organizations, corporations, and trusts. The practice has been active for more than two decades. All its services are offered on a fee-only basis with no revenues from commissions or referrals. Its financial professionals can help individuals and families achieve financial success through retirement planning, distribution planning, asset management, and efficient investing. Investor Solutions places a strong focus on its clients' financial peace, and its advisors strive to give professional advice to meet their needs.

Miami, FL(305) 443-3339

Website

Jack Patterson, CFP

Jack Patterson, CFP is an experienced financial advisor who has helped his clients design solid yet flexible plans for more than a decade. He helps clients throughout South Florida with managing investments, retirement planning, employee benefits planning, insurance planning, estate management, and other financial matters. Jack Patterson is focused on his clients' success and accepts only client fees for his services, which helps to keep his advice impartial and objective.

Coral Gables, FL(305) 648-3080

Website

Meg Green & Associates

Meg Green & Associates has been serving Miami clients in need of financial counseling since 1984. Its team of advisors has over 150 years of combined experience specializing in financial investments with both short and long-term solutions. The practice helps individuals with national and international portfolio management, financial planning, investment options, and advanced reporting services. Meg Green & Associates works with legal, financial, and other professionals to secure ideal investment results. The firm's financial advice has been featured on national television and in printed publications such as the Miami Herald.

Miami, FL(305) 931-1400

Website

Provenance Wealth Advisors

Provenance Wealth Advisors is a financial firm that serves retirees, businessmen, and professionals in the Miami metro area. The firm's advisors draw from knowledge and experience from a range of fields, allowing them to offer a unique, comprehensive, and insightful point of view when planning for estates, insurance, investments, retirement, and family with special needs. Provenance Wealth Advisors values the success of its clients as well as its local community.

Miami, FL(305) 379-8888

Website

Rose Capital Advisors

Rose Capital Advisors is an independent financial management practice with a firm focus on planning for the far future. The firm's most fundamental step is to establish a relationship with its clients and understand their needs, followed by developing and implementing the plan based on gathered data. The firm uses this process to provide up-to-date, professional advice and management services such as tax planning, estate planning retirement planning, budgeting, commercial cash management, lending, risk management, and more.

Miami Beach, FL(305) 748-6200

Website

Silverman Financial, Inc.

Silverman Financial, Inc. seeks to provide effective solutions for important financial issues. The boutique practice focuses on retirees and clients who are planning to be, offering services such as life insurance analysis, 401(k) rollovers, severance benefits, IRA analysis, and estate planning. The firm's staff members value customer service and satisfaction. Owner Marc Silverman is a licensed broker and investment advisor, and he has worked in the financial planning field since 1983.

Miami, FL(305) 670-7088

Website

The Enrichment Group

The Enrichment Group is a team of advisors that has been served the communities around Miami for more than 25 years. The firm uses only fee-based compensation, taking no commissions or payments from anyone other than its clients. The Enrichment Group's certified professionals work with passion, helping clients transition through retirement, divorce, job loss, and the loss of a spouse. The firm's advisors also assist with managing investments.

Miami, FL(305) 274-1600

Website

The Lubitz Financial Group

The Lubitz Financial Group is a Miami firm that believes in a holistic view of financial planning. Financial planning is a lifelong process of anticipating and adapting to life events to them. Therefore, their services cover planning for life transitions, education, divorce, and retirement, as well as managing insurance, investments, and risks. The Lubitz Financial Group is one of Worth's Top 100 Wealth Advisors and one of Medical Economics' Top 150 Best Financial Advisors.

Miami, FL(305) 670-4440

Website

Tobias Financial Advisors

Tobias Financial Advisors has more than 35 years of experience educating and coaching individuals in the Miami area. The firm, based in Plantation, has been featured on live television and other media such as The Wall Street Journal, The Miami Herald, Reuters, and South Florida Business Journal. The firm's knowledgeable advisors take their time to build professional relationships with their clients and offer a broad range of services to best serve them, including services such as managing investments, planning for charity, planning for estates, and planning for college tuition.

Plantation, FL(954) 424-1660

Website

Treece Financial Group

Treece Financial Group is a Miami Shores financial advisor practice that takes a holistic approach to financial problems. The owner David Treece has extensive experience helping with the finances of elderly clients and bereaved families. Mr. Treece has also fought against fraud and scams, protected client assets, and won insurance claims on the behalf of his wronged clients. In addition to securing general financial security, Treece Financial Group also focuses on managing investments for the future.

Miami Shores, FL(305) 751-8855

Website

Wrong city? Here are some nearby places: