Find a Financial Planner in Miami, FL

 

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

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We Only Work With The Best Miami 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, FL


  • Financial Advisor Close to Miami, 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 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 Miami area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Miami 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.
20.0% of Miami'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 area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Miami area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Miami area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Miami 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 Miami 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 Miami area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 454,279
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $334,100
  • Average Monthly Housing Cost: $1,201
  • Average Household Income: $68,105
  • 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, FL


BOREAL CAPITAL MANAGEMENT LLC

Website

(305) 459-5400

1450 Brickell Avenue
Suite 2900
Miami, FL 33131

SEC#: 801-57604
Years in Business: 20 years

HORN EICHENWALD INVESTMENTS CORP.

Website

(305) 860-0770

2601 S. Bayshore Dr.
Suite 1200
Miami, FL 33133

SEC#: 801-66871
Years in Business: 14 years

BETA CAPITAL MANAGEMENT LLC

Website

(305) 358-8844

777 Brickell Avenue
Suite 1201
Miami, FL 33131

SEC#: 801-106772
Years in Business: 5 years

SCALA CAPITAL LLC

Website

(305) 539-3850

999 Brickell Avenue
Suite 1006
Miami, FL 33131

SEC#: 801-112881
Years in Business: 3 years

RIALTO CAPITAL MANAGEMENT, LLC

Website

(305) 485-2077

200 South Biscayne Boulevard
34th Floor
Miami, FL 33131

SEC#: 801-74178
Years in Business: 9 years

RWC ASSET ADVISORS (US) LLC

Website

(305) 602-9501

2640 S. Bayshore Drive
Suite 201
Miami, FL 33133

SEC#: 801-77698
Years in Business: 8 years

AZ APICE CAPITAL MANAGEMENT LLC

Website

(305) 912-0915

1221 Brickell Avenue
Suite 2130
Miami, FL 33131

SEC#: 801-107020
Years in Business: 5 years

ELEMENT POINTE ADVISORS

Website

(786) 655-9790

333 Se 2nd Ave
Suite 2820
Miami, FL 33131

SEC#: 801-107214
Years in Business: 5 years

MMBG INVESTMENT ADVISORS CO.

Website

(305) 374-0704

1221 Brickell Avenue
1221 Brickell Building, Suite 1030
Miami, FL 33131

SEC#: 801-108467
Years in Business: 4 years

VENROTH PRINCIPAL MANAGEMENT

Website

(855) 836-7684

78 Sw 7th St
Suite 555
Miami, FL 33130

SEC#: 801-113476
Years in Business: 2 years