Find a Financial Planner in Miami Beach, FL

 

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We did the hard work of finding trustworthy partners in Miami Beach, FL.

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We Only Work With The Best Miami Beach 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 Miami Beach, FL


  • Financial Advisor Close to Miami Beach, 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 Miami Beach 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 Miami Beach 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 planners in Miami Beach offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
20.4% of Miami Beach'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 Miami Beach area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Miami Beach area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Miami Beach area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Miami Beach 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 is a service offered by many financial advisors, planners, and other professionals in the Miami Beach area. Typically, it 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 Miami Beach 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 Miami Beach, 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 Miami Beach, FL

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

  • Population: 90,108
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $489,800
  • Average Monthly Housing Cost: $1,447
  • Average Household Income: $106,818
  • 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 Miami Beach, FL


HOLDUN FAMILY OFFICE LLC

Website

(561) 373-3309

555 Washington Ave.
Suite 320
Miami Beach, FL 33139

SEC#: 801-115046
Years in Business: 2 years

VESTA WEALTH MANAGEMENT, LLC

Website

(786) 579-2519

1688 Meridian Avenue
7th Floor, Suite 700
Miami Beach, FL 33139

SEC#: 801-113828
Years in Business: 2 years

ROSE CAPITAL ADVISORS, LLC

Website

(305) 534-7673

119 Washington Avenue
Suite 400
Miami Beach, FL 33139

SEC#: 801-80385
Years in Business: 6 years

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.

Website

(305) 695-5500

1601 Washington Ave
Suite 800
Miami Beach, FL 33139

SEC#: 801-56403
Years in Business: 22 years

HAWKEYE CAPITAL MANAGEMENT, LLC

Website

(212) 707-0555

1815 Purdy Avenue

Miami Beach, FL 33139

SEC#: 801-74072
Years in Business: 9 years

EIGHTFOLD REAL ESTATE CAPITAL, L.P.

Website

(305) 503-4050

1111 Lincoln Road
Suite 802
Miami Beach, FL 33139

SEC#: 801-78307
Years in Business: 7 years

STWD INVESTMENT MANAGEMENT, LLC

Website

(305) 695-5500

1601 Washington Avenue,
Suite 800
Miami Beach, FL 33139

SEC#: 801-117203
Years in Business: 1 years

THOR ADVISORS LLC

Website

(212) 254-2322

1815 Purdy Avenue

Miami Beach, FL 33139

SEC#: 801-113210
Years in Business: 3 years

BAYMOUNT MANAGEMENT LP

Website

(305) 847-9725

404 Washington Avenue
Suite 705
Miami Beach, FL 33139

SEC#: 801-117387
Years in Business: 1 years

KOMOREBI GLOBAL

Website

(786) 302-0667

243 Meridian Avenue
Apt 114
Miami Beach, FL 33139

SEC#: 801-119470
Years in Business: 0 years