FL · Aventura

Fiduciary advisors in Aventura, FL

3 advisors with offices in Aventura. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Aventura

Financial 1 Wealth

Aventura, Florida

Financial 1 Wealth is an Aventura-based firm with over 35 years of experience serving families, business owners, and professionals. The firm offers estate planning and investment management services, with a stated focus on tax efficiency, retirement income planning, and family wealth protection. The firm's approach, called the Keep-More Wealth Plan™, addresses coordination of multiple investments, tax reduction, and estate clarity.

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Merrill Lynch Wealth Management

★3.7(3)

Aventura, Florida

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Aventura, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

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Travis Wichman - Raymond James

Aventura, Florida

Retirement Planning

Travis Wichman - Raymond James is an investment advisory firm in Aventura, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

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Financial advisors in Aventura, Florida

Advisors serving Aventura specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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