Fiduciary advisors in Miami, FL

Miami, Florida

Amida Wealth Advisors is a financial planning firm based in Miami, Florida that serves forward-thinking, affluent clients with diverse financial needs. The firm structures its planning approach around seven key areas of financial planning and incorporates five dimensions of wealth—health, career, finances, relationships, and personal growth—into client engagement. The firm also provides tools such as a Personal Information Organizer to help clients consolidate their financial, legal, medical, and professional documentation.

Miami, Florida

BBVA Global Wealth Advisors is an SEC-registered investment adviser based in Miami, Florida, established in 2024, offering retirement planning services. The firm operates on a non-discretionary basis, meaning clients retain decision-making authority over all trades and investment actions, with the advisory team providing research and strategic guidance.

Miami, Florida

C. A. G. Capital Management of Raymond James is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Miami, Florida

Independent RIA

CAPTRUST is an independent ria firm in Miami, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office is open five days a week.

Miami, Florida

Focus Partners Wealth is a Miami-based financial advisory firm offering financial planning and investment management services with a specialization in retirement planning. The firm takes a values-driven approach, incorporating clients' personal goals and priorities into its planning process and investment strategies. The firm serves individual investors, business owners, and nonprofit organizations, drawing on a network of specialized professionals to address clients' broader financial needs.

Miami, Florida

Griffin Planning is an independent financial advisory firm in Miami offering financial planning services to both individuals and business clients. For individual clients, the firm addresses investment management and financial planning; for business clients, it handles benefits planning, compensation matters, and succession planning. As an independent firm, Griffin Planning states it works with leading investment companies to develop plans aligned with each client's specific circumstances.

Miami, Florida

Guerra Wealth Advisors is an independent fiduciary firm in South Florida with approximately 40 years of combined experience managing over $600 million for thousands of clients. The firm specializes in retirement planning and estate planning, offering a structured five-step planning process called the Guerra Freedom Plan that aims to align financial strategy with clients' goals and values. Led by principals Sebastian and Fabian Guerra, the firm serves families in the South Florida region and accepts new clients through discovery meetings.

Miami, Florida

Infinite Capital Solutions is a Miami-based financial planning firm specializing in insurance products and strategies for business owners, real estate investors, and entrepreneurs. The firm offers term and whole life insurance, mortgage protection, long-term care coverage, annuities, estate planning, and will/trust creation services, with a stated focus on infinite banking principles and capital efficiency. Led by founding partners Josh and Yaritza Waxman, the firm targets clients earning $500,000 or more annually and emphasizes integrating insurance and financial strategies into business and real estate cash flow planning.

Miami, Florida

M&J Multiservices Company LLC, based in Miami, offers tax preparation for individuals and businesses, business formation assistance, immigration document coordination with legal counsel, consular services, and insurance placement across multiple lines. The firm serves personal and business clients with a focus on tax compliance, organizational support, and administrative guidance. The company is not a law firm and does not provide legal advice.

Miami, Florida

Manana Management is an investment advisory firm in Miami, Florida. Services include Investment Management. The firm specializes in Estate Planning and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 3 Google reviews.

Miami, Florida

Wirehouse

Merrill Lynch Financial Advisor Gabriel Sanchez is a wirehouse firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Miami, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Miami, 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 4-star rating from 4 Google reviews.

Miami, Florida

NewEdge Wealth is an investment advisory firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Miami, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Miami, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Miami, Florida

Pangea Financial Planning & Employee Benefits is an investment advisory firm in Miami, Florida. Services include Financial Planning. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 42 Google reviews.

Miami, Florida

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

Miami, Florida

Fee-Only

Team Hewins offers financial planning and investment management with a specialty in estate planning, operating on a fee-only basis from offices in Miami and Boca Raton, Florida, as well as the Bay Area. The firm emphasizes coordinated planning that integrates clients' existing professional relationships, including tax professionals and attorneys, and structures its engagement around understanding each client's specific financial situation and goals.

Miami, Florida

VGFINTECHADVISORS is an investment advisory firm in Miami, Florida. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Miami, Florida

Independent RIA

Wealth Enhancement Group is an independent ria firm in Miami, Florida. It acts as a fiduciary. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.