Find a Financial Planner in Coral Gables, FL

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Coral Gables, FL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Coral Gables 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 Coral Gables, FL


  • Financial Advisor Close to Coral Gables, 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 Coral Gables Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Coral Gables area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Coral Gables include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
21.3% of Coral Gables's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Coral Gables area can create a custom plan and walk with you each step of the way.
In the Coral Gables area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Coral Gables area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Coral Gables area who determine what breaks are available to you to minimize your tax payments. 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 Coral Gables 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Coral Gables area when dealing with high-interest credit card debt and private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Coral Gables financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Coral Gables, FL?

  • Population: 50,226
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $851,600
  • Average Monthly Housing Cost: $2,013
  • Average Household Income: $175,228
  • 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 Coral Gables, FL


AMERANT INVESTMENTS, INC.

Website

(305) 460-8599

220 Alhambra Circle
2nd Floor
Coral Gables, FL 33134

SEC#: 801-61889
Years in Business: 18 years

GENESIS INVESTMENT ADVISORS, LLC

Website

(786) 866-3700

355 Alhambra Circle
Suite 1550
Coral Gables, FL 33134

SEC#: 801-64054
Years in Business: 16 years

LOYOLA ASSET MANAGEMENT LLC

Website

(305) 377-1941

55 Merrick Way
Suite 208
Coral Gables, FL 33134

SEC#: 801-78216
Years in Business: 7 years

BAYVIEW ASSET MANAGEMENT, LLC

Website

(305) 854-8880

4425 Ponce De Leon Blvd.
5th Floor
Coral Gables, FL 33146

SEC#: 801-73638
Years in Business: 9 years

DVDENDO, INC.

Website

(305) 790-2430

95 Merrick Way
3rd Floor
Coral Gables, FL 33134

SEC#: 801-107076
Years in Business: 5 years

DRIFTWOOD ADVISORS, LLC

Website

(305) 500-9998

255 Alhambra Cir, Ste 760

Coral Gables, FL 33134

SEC#: 801-118811
Years in Business: 0 years

AUSTIN ATLANTIC ASSET MANAGEMENT CO.

Website

(800) 327-6190

1 Alhambra Plaza
Suite 100
Coral Gables, FL 33134

SEC#: 801-54963
Years in Business: 23 years

STRATIGRAPHIC ASSET MANAGEMENT, INC.

Website

(305) 447-0300

804 Douglas Rd
Suite 363
Coral Gables, FL 33134

SEC#: 801-43838
Years in Business: 28 years

ASTON CAPITAL MANAGEMENT

Website

(178) 686-3783

355 Alhambra Circle,
Suite 1550
Coral Gables, FL 33134

SEC#: 801-112788
Years in Business: 3 years

MILLARES ASSET MANAGEMENT, LLC

Website

(305) 662-9649

500 South Dixie Highway, Suite 201

Coral Gables, FL 33146

SEC#: 801-96296
Years in Business: 5 years