Best Financial Advisors in Miami

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Barnett Capital Advisors logo

Barnett Capital Advisors

1428 Brickell Avenue, Miami, FL 33131
Visit Website
  • Certified Financial Planner (CFP)

Barnett Capital Advisors is a team of financial planners that assist Miami residents. Covered in its service range is retirement planning, and this may involve evaluating clients' retirement income, reviewing asset allocations, and developing institutional growth strategies. It also provides wealth management services, which include assistance in developing tax management and estate planning strategies. Barnett Capital Advisors was founded in 2012 and has been featured in publications such as The Miami Herald and Bloomberg Businessweek.

Visit Website
Cathy Pareto and Associates logo

Cathy Pareto and Associates

901 Ponce de Leon, Coral Gables, FL 33134
Visit Website
  • Certified Financial Planner (CFP)
  • Retirement Planning

Cathy Pareto and Associates is a wealth management firm catering to clients in Miami. The firm offers retirement planning and research-driven investment management solutions, including asset allocation and investment selection. It also provides specialized financial planning services for non-traditional families, women, doctors. Its president and founder, Cathy Pareto, has been in the financial services industry for more than 20 years. She was named in Forbes magazine as one of the 2008 Top Ten Most Dependable Wealth Managers for Women in the USA.

Visit Website
Cela Advisors logo

Cela Advisors

8950 Southwest 74th Court, Miami, FL 33156
Visit Website
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Cela Advisors is an independent financial advisory practice that renders its services in Miami. The firm analyzes its clients' financial life to develop a personalized plan that can help them attain their personal goals. This plan includes estate planning, insurance evaluation, portfolio management, and the establishment of retirement objectives. In addition, its team provides consulting and investment advice. Cela Advisors was founded by Ana Cela Harris who is a certified financial planner and a member of the Financial Planning Association

Visit Website
EisnerAmper Wealth Management & Corporate Benefits logo

EisnerAmper Wealth Management & Corporate Benefits

1001 Brickell Bay Drive, Miami, FL 33131
Visit Website
  • Certified Financial Planner (CFP)

EisnerAmper Wealth Management & Corporate Benefits provides high-net-worth individuals and closely-held business owners in Miami with comprehensive planning services. Its advocacy management process for individuals includes customized investment management, estate planning, and asset protection strategies. A proprietary process, its business owner success strategy helps businesses strategically plan for their future and address individual wealth considerations. In addition, it provides customized solutions for eventual exits from privately-held businesses. The agency received the 2021 Excellence in Exit Planning Achievement Award from the International Exit Planning Association.

Visit Website
Evensky & Katz / Foldes Financial logo

Evensky & Katz / Foldes Financial

Coral Gables, FL 33146
Visit Website

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.

Visit Website
Gables Financial Partners logo

Gables Financial Partners

Coral Gables, FL 33134
Visit Website

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.

Visit Website
Guerra Financial Group logo

Guerra Financial Group

6401 Southwest 87th Avenue, Miami, FL 33173
Visit Website
  • Estate Planning
  • Tax Planning

Guerra Financial Group is an independent financial advisory firm serving individuals and families in the Miami area. It provides financial planning services that aim to help clients manage their wealth and make educated investments. The company comprises financial professionals with more than 200 years of combined experience in the financial services field. Mauro Guerra, the founder and wealth strategist of Guerra Financial Group, founded the company in 1986. He is a regular panelist on AmericaTV, MegaTV, Univision, Telemundo, and NBC News.

Visit Website
Investor Solutions logo

Investor Solutions

2665 South Bayshore Drive, Miami, FL 33133
Visit Website
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Established by Frank Armstrong in 1993, Investor Solutions is a fiduciary investment advisory firm that caters to Miami's individuals, trusts, and families. It follows different phases incorporated with different strategies in handling the client's account, such as execution, periodic rebalancing, tax minimization strategies, continuous account review to reduce costs and risks, and continuous evaluation of alternative strategies and new asset classes. Clients will have access to review their accounts for the tax-loss harvesting, rebalancing, and other tax management opportunities.

Visit Website
Ladin Tax & Financial Group logo

Ladin Tax & Financial Group

Coral Gables, FL 33134
Visit Website

Ladin Tax & Financial Group is an independent financial services firm focusing on retirement strategies for individuals. The Coral Gables-based company uses insurance and investment options to create customized solutions. Founder Michael Ladin has over two decades of experience with the insurance and financial services industries and his firm's services include tax minimization strategies, retirement income planning, legacy planning, asset protection, and wealth accumulation solutions.

Visit Website
MG&A Wealth logo

MG&A Wealth

8151 Peters Road, Plantation, FL 33324
Visit Website
  • Certified Financial Planner (CFP)

MG&A Wealth is a financial advisory firm that serves the Miami metro. The team of financial consultants provides comprehensive planning services and analyses in areas such as retirement, estate, lifestyle, and insurance planning. The firm also offers value-added services and advice on a variety of financial issues, such as insurance, mortgage loans, and loan refinancing. Led by Todd Battaglia, MG&A Wealth has a combined 150 years of experience in investment management and financial services.

Visit Website
Modern Money Advisor logo

Modern Money Advisor

429 Lenox Avenue, Miami Beach, FL 33139
Visit Website
  • Retirement Planning

Modern Money Advisor is a financial service company that helps individuals in Miami and the surrounding areas with their savings and investments. Its financial planning service covers income and expense organization, debt elimination, wealth accumulation, investment strategy, and personal finance automation. Its investment guidance includes goal assessment, risk tolerance, investment process engagement, financial literacy, and behavioral bias assessment. Modern Money Advisor has been featured in several publications, including Business Insider, The New York Times, and US News & World Report.

Visit Website
Provenance Wealth Advisors logo

Provenance Wealth Advisors

200 South Biscayne Boulevard, Miami, FL 33131
Visit Website
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Provenance Wealth Advisors is a financial planning firm that serves individuals from Miami and its surrounding areas. It helps retirees, professionals, and business owners to achieve their short and long-term goals through personalized life plans. The company's focus areas include planning for estate, legacy, insurance, investment, retirement, and charity & philanthropy. Its team also works with its clients' lawyers and accountants regarding the implemented processes. Provenance Wealth Advisors has been operating for over 20 years.

Visit Website
Silverman Financial, Inc. logo

Silverman Financial, Inc.

Miami, FL 33156
Visit Website

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.

Visit Website
The Enrichment Group logo

The Enrichment Group

Miami, FL 33173
Visit Website
  • Estate Planning

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.

Visit Website
Tobias Financial Advisors logo

Tobias Financial Advisors

1000 South Pine Island Road, Plantation, FL 33324
Visit Website
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

With more than 40 years of industry experience, Tobias Financial Advisors is a boutique firm that serves the residents of Miami and the surrounding areas. It offers a full range of wealth management services, including cash flow management, risk management, and investment management. It also assists clients with tax planning, estate planning, retirement planning, and charitable planning. President Matthew D. Saneholtz is a member of the CFA Institute and The National Association of Personal Financial Advisors.

Visit Website
Treece Financial Group logo

Treece Financial Group

10800 Biscayne blvd, Miami, FL 33161
Visit Website

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.

Visit Website
Back to Providers

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A:  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.

Q: Can my financial planner help with taxes?

A: 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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you