Laurels

Best Financial Advisors in Miami
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Miami, FL

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Barnett Capital Advisors

Barnett Capital Advisors

  • 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.

1428 Brickell Avenue
Miami, FL 33131

WebsiteInstagram

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cathy Pareto and Associates

Cathy Pareto and Associates

  • 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.

901 Ponce de Leon
Coral Gables, FL 33134

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cela Advisors

Cela Advisors

  • 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

8950 Southwest 74th Court
Miami, FL 33156

Website

Website
EisnerAmper Wealth Management & Corporate Benefits

EisnerAmper Wealth Management & Corporate Benefits

  • 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.

1001 Brickell Bay Drive
Miami, FL 33131

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Evensky & Katz / Foldes Financial

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 33146

Website

Website
Gables Financial Partners

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 33134

Website

Website
Guerra Financial Group

Guerra Financial Group

  • 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.

6401 Southwest 87th Avenue
Miami, FL 33173

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Investor Solutions

Investor Solutions

  • 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.

2665 South Bayshore Drive
Miami, FL 33133

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ladin Tax & Financial Group

Ladin Tax & Financial Group

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.

Coral Gables, FL 33134

Website

Website
MG&A Wealth

MG&A Wealth

  • 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.

8151 Peters Road
Plantation, FL 33324

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Modern Money Advisor

Modern Money Advisor

  • 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.

429 Lenox Avenue
Miami Beach, FL 33139

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Provenance Wealth Advisors

Provenance Wealth Advisors

  • 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.

200 South Biscayne Boulevard
Miami, FL 33131

Website

Website

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

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Silverman Financial, Inc.

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 33156

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Enrichment Group

The Enrichment Group

  • 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.

Miami, FL 33173

Website

Website
Tobias Financial Advisors

Tobias Financial Advisors

  • 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.

1000 South Pine Island Road
Plantation, FL 33324

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Treece Financial Group

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.

10800 Biscayne blvd
Miami, FL 33161

Website

Website

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