Find a Financial Planner in Aventura, FL

 

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We Only Work With The Best Aventura Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Aventura, FL


  • Financial Advisor Close to Aventura, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Aventura Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Aventura area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Aventura can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
33.2% of Aventura's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Aventura area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Aventura area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Aventura area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Aventura area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Aventura area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Aventura area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Aventura, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aventura, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Aventura financial advisors.
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How Retirement-Friendly is Aventura, FL?

  • Population: 37,303
  • % of Population 62 Years and Over: 33.2%
  • Average Home Value: $361,900
  • Average Monthly Housing Cost: $1,778
  • Average Household Income: $112,038
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Aventura, FL


ACTIVEST WEALTH MANAGEMENT, LLC

Website

(954) 399-8121

20900 Ne 30 Avenue
Suite 310
Aventura, FL 33180

SEC#: 801-113430
Years in Business: 2 years

OMNIA FAMILY WEALTH, LLC

Website

(305) 602-9080

18851 Ne 29th Avenue
Suite 400
Aventura, FL 33180

SEC#: 801-79590
Years in Business: 7 years

CV ADVISORS LLC

Website

(305) 358-5990

19495 Biscayne Boulevard
Suite 808
Aventura, FL 33180

SEC#: 801-77002
Years in Business: 8 years

TCA FUND MANAGEMENT GROUP

Website

(786) 323-1650

19950 W Country Club Dr
Suite 101
Aventura, FL 33180

SEC#: 801-80118
Years in Business: 6 years

ESJ CAPITAL PARTNERS, LLC

Website

(305) 600-5001

19950 W. Country Club Drive
Suite 800
Aventura, FL 33180

SEC#: 801-96326
Years in Business: 5 years

UNISON ASSET MANAGEMENT LLC

Website

(786) 971-5105

20900 Ne 30th Ave
Suite 414
Aventura, FL 33180

SEC#: 801-110503
Years in Business: 3 years

YIELDX ADVISERS, LLC

Website

(800) 516-0851

2980 Ne 207th St
Unit 504
Aventura, FL 33180

SEC#: 801-117658
Years in Business: 1 years

SIG ASSET MANAGEMENT, LLC

Website

(305) 356-7321

2980 Ne 207th Street
Suite 300
Aventura, FL 33180

SEC#: 801-119271
Years in Business: 0 years

EVOLUTION WEALTH ADVISORS, LLC

Website

(305) 921-4740

20900 Ne 30th Avenue
Suite 517
Aventura, FL 33180

SEC#: 801-111646
Years in Business: 3 years

RVX ASSET MANAGEMENT LLC

Website

(305) 363-6890

20900 Ne 30th Avenue,
Suite 401
Aventura, FL 33180

SEC#: 801-107281
Years in Business: 5 years