The Best Financial Advisors in Miami

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Miami Financial Advisor

Barnett Capital Advisors

We are an Independent Asset Management and Retirement Planning Firm dedicated to helping Retiree’s live the retirement of their dreams by providing Unbiased Advice, Strategic Planning, and Smart Investment Strategies.

The Financial Planning Process & Investing process begins with a complimentary meeting to assess your current situation and to determine your financial goals.

Our Fiduciary Financial Planners incorporate all financial aspects of your life, developing a customized Retirement Analysis & plan. Let Us help Identify the Strategic Opportunities available and provide the steps necessary to you achieve your desired outcomes.

Services

Retirement Planning
We’re confident that after speaking with us, you’ll understand why we are unique, and exactly how we are prepared to help you achieve long-term investment performance through different investment climates and macroeconomic conditions.
Financial Planning
We believe that personal financial planning is the most effective way to manage your wealth and achieve your goals. You may have had a financial plan years ago or this may be your first; either way, we will help you by examining your current situation.
Investment Management
A disciplined approach to Active Management can play an important role in meeting investment objectives. Asset prices occasionally deviate from values implied by underlying fundamentals and this creates opportunities that our processes are designed to identify and exploit.

1428 Brickell Ave Suite 500 Miami, FL 33131

Cathy Pareto and Associates

When it comes to planning for your future it takes a vision and a sound financial strategy to help you turn that vision into reality. Our team is dedicated to helping you meet your individual goals through collaborative financial planning and investment diversification.

No matter where you are in your journey, our team can help you not only answer your most pressing financial questions, but also plan and adjust to changes in your life. With our knowledge and strategies, a sound financial roadmap is more attainable than you think.

We believe that the best approach to helping you feel more secure about your financial future is to have a collaborative approach when creating your financial plan and investment portfolio.

Our advisors understand that your goals and challenges are unique to you and your family, so every engagement begins with a conversation. This allows us to understand your needs, for you to ask questions, and for our team to review factors you may not have considered.

Services

Investments

Low cost
Institutional Mutual Funds
Index Funds
ETFs
Individual Stocks
Bonds

Financial Planning

Retirement Planning
401(K) Choices
Profit Sharing Plans
College Savings
Post-Divorce Planning
Portfolio Construction

Insurance

Insurance Reviews
Insurance Solutions

901 Ponce de Leon Blvd, Suite 501 Coral Gables, FL 33134

Cela Advisors

Great financial advice demands a broad knowledge of people, investments, financial planning, and the law.

Cela Advisors is an independent, fee-only financial advisory firm. We provide unbiased investment advice and our only compensation comes from our clients. We are committed to minimizing or eliminating conflicts of interest.

Cela Advisors coordinates all aspects of a client’s financial life into one integrated individualized plan. This plan includes investment advice, portfolio management, estate planning, establishing retirement goals and objectives, insurance evaluation, and business succession advice.

Our sole purpose is to create and protect the wealth of our clients. We believe that investment management is most effectively delivered within the context of a client’s greater wealth picture.

Cela Advisors is a fee-based financial planning and investment management firm. We do not receive commissions from the sale of products, nor do we receive transaction-based compensation. Our advice is completely independent and unbiased. Since we have no proprietary products to sell, our interests are more in line with yours.

Our fees for managed accounts are based on a percentage of the assets under management, and our fees for consultative advice is based on a per-project fee or monthly retainer.

Services

Portfolio Management
Tax Reduction Strategies
Insurance Protection
Cash & Debt Management
Retirement Planning
Pre & Post Divorce Planning
Estate Planning
Asset Protection
Charitable Planning

9130 S. Dadeland Blvd. Datran Two-Suite 1500 Miami, FL 33156

Gables Financial Partners

Tax, Accounting, Bookkeeping and Financial Services. Welcome to Gables Financial Partners. Since 2009 our firm is built on a foundation of principles that guide us every day. We believe that the more you know about your money and how it can work for you, the more you will appreciate our services.

Gables Financial Partners advisors are all highly accomplished, knowledgeable and fully licensed in their respective fields. We pride ourselves on the fact that we take the necessary time to understand our client’s financial objectives.

In that regard, we create a bond with each client that is truly unique. We believe that there are no such things as strangers…only friends whom we haven’t yet met. You’ll prove this to be true when we meet!

Services

Business Services

Buy/Sell Agreement
Cost Segregation
Cost Remediation/Cost Procurement
Premium Finance
Captive Insurance Company
Employee Stock Ownership Plan (ESOP)
Business Financing
Asset Valuation
Business Exit/Succession Planning
Alternative Qualified Solutions (AQS)
Employee Benefits Review
Qualified Plans (Defined Benefit, Defined Contribution)
Multiple Entity Planning
Captive Insurance Company Review
ESOP Review
Cash Balance Plan
Property and Casualty Plan Review

Retirement Services

Social Security Planning
College Planning
Life Insurance Review
Life Insurance
Annuity
Personal Tax Plan
Estate Planning
Long Term Care (LTC)

2655 S. Le Jeune Rd, Suite 501 Coral Gables, Fl. 33134

Guerra Financial Group

At Guerra Financial Group, we enjoy showing clients how much they mean to us with exclusive events throughout the year. Unfortunately, most of these events are put on hold during the pandemic, but please know we are even more grateful for your support and trust during these trying times. We look forward to spending time together again soon.

The team behind Guerra Financial Group is made up of qualified financial professionals with combined 200+ years of experience to help individuals and families achieve their ideal retirements.

One of Guerra Financial Group’s main marketing initiatives is hosting weekly events for clients or community members to learn more about basic financial topics. This position is responsible for coordinating and attracting new prospects to virtual or in-person events using digital marketing or traditional marketing.

We are driven to build lasting relationships with each client who joins our firm. As we grow, we need more team members to build and maintain those relationships. The ideal person for this position enjoys working with others and is detail-oriented while scheduling appointments with clients and advisors.

Much of our services include behind-the-scenes work to keep clients’ accounts in order. This role is responsible for coordinating the movement of assets, processing new account paperwork and making the new clients feel comfortable with the process.

6401 SW 87th Ave., Suite 119 Miami, FL 33173

Investor Solutions

For over 25 years, we’ve lived up to our role as a pure fiduciary; always acting in our clients’ best interests. We know that by putting you first and taking care of your needs, the rest will take care of itself.

It’s an important point that distinguishes us from the rest. As an independent SEC-Registered Investment Advisor specializing in passive investment strategies, we believe that our values of trust, integrity, care and commitment will always put you first.

Markets can help you achieve your dreams — if you know how to use them. Products and services are getting better and better every day — if you understand how to select them.

The price of investing has gone down dramatically, economic theory has evolved, and the tools used to manage a portfolio are much improved. Benefiting from these advances requires an in-depth level of professional knowledge and insight.

We offer you the opportunity to take advantage of these developments and invite you to meet with one of our knowledgeable advisors to discuss how we can put you first.Our clients pay an agreed upon fee – we do not earn any commissions (and that means no distractions or conflicts of interest).

We fully disclose fees and any financial arrangements we may have with third parties.

Services

Wealth Management
Retirement Income
Estate & Financial Planning
Investment Management
Tax Preparation & Planning
Private Banking
Socially Responsible & Sustainability Investments
Legacy Planning and Charitable Giving

2665 S. Bayshore Dr. STE. 230 Miami, FL 33133

Ladin Tax & Financial Group

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Ladin Tax & Financial Group focuses on retirement income strategies that include but are not limited to tax minimization planning, life insurance and long term care. Ladin Financial Group is a full-service Registered Investment Advisory Firm, helping clients achieve their specific objectives through comprehensive wealth management.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

Services

ANNUITIES
WEALTH ACCUMULATION
ASSET PROTECTION
LIFE INSURANCE
RETIREMENT INCOME STRATEGIES
TAX MINIMIZATION STRATEGIES
LONG TERM CARE
IRA & 401(K) ROLLOVERS
IRA LEGACY PLANNING

2525 Ponce De Leon Suite 300 Coral Gables, FL 33134

Meg Green & Associates

For many people, handling their wealth and making financial and investment decisions can be difficult, at best. Money presents challenges and evokes emotions. Along with your wealth come concerns about your family, your business, and your life. You want smart ideas, prompt solutions, performance and a sense of security. You need a firm that understands and responds.

That is precisely why, in 1984, MG&A Wealth was founded, a leading South Florida wealth management firm. We are a team of incredible professionals, advising over $800 million of assets, and dedicated to helping our clients manage their wealth in the manner most consistent with their needs and desires.

We invite you to find out more about MG&A Wealth who we are and how we work, and most importantly, what we can do for you. We’re more than just a money manager. Our initial financial planning process helps determine the most appropriate way to organize each client’s finances to best meet their needs and goals.

The philosophy of MG&A Wealth is quite different from that of most investment management firms. Through our integrated businesses, financial planning and investment management, we operate as one comprehensive wealth management firm.

We help clients negotiate life from a financial point of view through creative problem solving coupled with our asset management experience and knowledge of all things financial. We have a multi-generational focus, to ensure that you and your family are being treated as well as your money.

8151 Peters Road Suite 3200 Plantation, FL 33324

Modern Money Advisor

Our approach to financial planning is all about taking the time to get to know each and every one of our clients. Our personalized approach prioritizes client’s financial objectives, lifestyle, values and goals.

Modern Money Advisor believes there is no substitute for holistic guidance, straightforward communication and hand-holding. Our process is simple, effective and focused on changing lives.

Modern Money Advisor believes in educating our clients throughout the entire investment process. We go through a process that involves an assessment of your Goals and Objectives, Risk Tolerance, Engagement in the Investment Process, your Level of Financial literacy and your Behavioral Biases.

We not only help you manage your investments, we make sure that you are aligned and understand exactly why you are invested the way you are. We believe in goals-based investing, which means that you will be investing based on your each goal you have and the information stated above rather than the next hot trend in the market.

In addition to working with us one on one, we have educational content and videos that we provide to all of our clients to teach you the fundamentals of investing.

Services

Budget: Income & Expenses, Organization
Spending Plan, Account Mapping & Automation
Debt Elimination Analysis & Strategy
Goals-Based Milestones Strategy
Wealth Accumulation Strategy & Savings Hacks
Investment Analysis & Strategy
Employer Benefits Review
Insurance Analysis: Homeowners, Auto, Life, Disability
Estate Planning Analysis: Wills, Titling & Trusts
Retirement Planning
Social Security Review & Optimization
Education on Investments

Miami Springs, FL 33166

Provenance Wealth Advisors

Our advisors and accountants develop deep relationships with clients. We take an entrepreneurial approach to solving their problems. This is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.

The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.

Our experienced planners carefully evaluate each client’s personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals.

Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.

We provide a comprehensive approach to income, estate, financial and investment planning. Unlike traditional estate advisors, we have a team of planners, financial advisors, insurance professionals and investment managers who work to bring the best thinking, creative solutions and valuable advice together to create a plan that meets your long-term goals.

Services

Financial Advisors and Service Teams
Investment Group
Corporate Retirement Plans Group
Financial Planning Group
Operations and Compliance
Firm Management

200 S. Biscayne Boulevard Seventh and Eighth Floors Miami, Florida 33131-5351

The Best Financial Advisors in Miami

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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