RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN MIAMI
2021-2022 Ranking of Best Financial Advisors in Coral Gables and Miami, Florida
The last year has been tough for everyone, and many people that never worked with a financial advisor firm in Miami or Coral Gables, FL are now looking to get professional financial advice.
Miami and Coral Gables, Florida are both located in Miami-Dade County, which is the most populous county in the state. Miami is also known for being the economic and financial center of South Florida.
The area is home to a number of top-rated financial advisors that can help you get a handle on your finances and get your money working to fuel your future dreams.
From planning for retirement to funding a new business, the best wealth management firms in Miami and Coral Gables can help provide the financial expertise that puts you ahead and sets you up for a successful future. However, finding the one that fits you like a glove can take some time.
How do you know which traits to look for when searching for a top Miami financial planner? Should you look for a firm that’s a fiduciary, or does that really matter?
AdvisoryHQ has made the search for the best financial advisors in Coral Gables and Miami, Florida easier by doing the initial legwork for you. We’ve reviewed firms throughout the area and rated them according to traits like fee structure, transparency, and the types of services they provide.
The result is that you get a “hot list” of the top 10 Miami area wealth management firms from which to begin your search, along with some knowledge on terms like “fiduciary”, “fee-based”, and “fee-only”.
If you’re looking to get ahead financially with an expert to guide you, read on for the best financial firms in Miami and Coral Gables that can help you achieve a more secure future.
Award Emblem: 10 Best Financial Advisors in Miami and Coral Gables, Florida
Top 10 Best Financial Advisors in Miami & Coral Gables, Florida | Brief Comparison & Ranking
| Best Financial Advisors in Miami & Coral Gables | 2021-2022 Ratings |
| BigSur Partners | 5 |
| Cathy Pareto & Associates, Inc. | 5 |
| Element Pointe Advisors | 5 |
| Evensky & Katz/Foldes Financial | 5 |
| Firestone Capital Management | 5 |
| GenTrust, LLC | 5 |
| Investor Solutions, Inc. | 5 |
| MAXIMAI Investment Partners | 5 |
| Pinnacle Advisory Group, Inc. | 5 |
| WE Family Offices, LLC | 5 |
Table: 10 Best Wealth Management Firms in Miami & Coral Gables | Above list is sorted by rating
Financial Planners in Miami Terms to Know: Fee-Only, Fee-Based, Fiduciary
There are three important terms to know when you’re looking for a top-rated financial planner in Coral Gables or Miami. These terms define the type of fee structure a financial advisor uses and how they treat the advisor-client relationship.
Here’s an overview of these three terms so you’ll know what to look for as you check out our list of top Miami wealth management firms.
“Fee-Only”
When an investment firm or a financial advisor states that they are “fee-only,” this means that their compensation comes ONLY from client fees and that they do not accept any commissions or incentives from the sales of 3rd party financial products.
A fee-only financial planner in Miami or Coral Gables is in a better position to act solely in the best interest of their clients because there are no outside influences when it comes to giving financial recommendations.
Top-Rated 2021-2022 Miami & Coral Gables, FL Financial Advisors
“Fee-Based”
A Miami or Coral Gables wealth management firm with the label “fee-based” is letting you know that they DO accept third-party commissions or incentives (such as referral fees) from the sales or recommendations of financial products.
This structure has an inherent conflict of interest with the client’s best interests, which is why many fee-based firms work to counteract that bias by becoming fiduciaries.
“Fiduciary”
Both fee-only and fee-based firms can be fiduciaries. A company that is a fiduciary takes on a legal obligation to be completely transparent with clients about their compensation and to put their clients’ best interests ahead of their own.
Working with a firm that takes on a fiduciary obligation offers additional peace of mind that no matter the fee structure, the firm is giving advice that’s in your best interest.
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2021-2022 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
Please visit “AdvisoryHQ’s Ranking Methodologies” for a detailed review of our selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review – Best Wealth Management Firms in Miami & Coral Gables
Below, please find the detailed review of each firm on our list of the 2021-2022 best financial advisors in Miami. In each summary, we have highlighted some of the factors that allowed these Coral Gables and Miami wealth management firms to score so high in our selection rankings.
Click on any of the names below to go directly to the review section for that firm.
- BigSur Partners
- Cathy Pareto & Associates, Inc.
- Element Pointe Advisors
- Evensky & Katz/Foldes Financial
- Firestone Capital Management
- GenTrust, LLC
- Investor Solutions, Inc.
- MAXIMAI Investment Partners
- Pinnacle Advisory Group, Inc.
- WE Family Offices, LLC
Click below for previous years’ rankings:
- 2019 Review: Top 11 Best Financial Advisors in Miami & Coral Gables, Florida
- 2018 Review: Top 11 Best Financial Advisors in Miami & Coral Gables, Florida
- 2017 Review: Top 9 Best Financial Advisors in Miami & Coral Gables
- 2016 Review: Top 10 Best Financial Advisors in Miami & Coral Gables
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BigSur Partners Review
Offering a “single-family office experience” through a multi-family office, BigSur Partners is a top-rated financial advisor in Miami that purposely limits the number of their clients in order to provide fully personalized care.
This fee-based, independent wealth manager in Miami was founded in 2007 and serves clients around the world.
We’ve chosen BigSur Partners due to their client-first commitment, wide range of services, and personalized attention.
Key Factors That Enabled BigSur Partners to Rank as a Top Wealth Management Firm in Miami
Financial Services
BigSur Partners separates its wide array of services into four tiers:
- Investment Advisory: Based on a philosophy of finding intrinsic value across global markets and asset classes, clients receive a holistic total balance sheet of all their assets.
- Private Investment Platform: Offers access to privileged investments within real estate, private equity, private debt, and venture capital asset classes.
- Institutional Custody & Execution: Features efficient portfolio management and substantially lower fees from superior investment strategies and oversight of fewer securities.
- Other Services: The Miami financial advisors at BigSur can coordinate with a range of other financial professionals, assist with the management and reporting of collectibles, and handle many other types of personal requests.
Best Wealth Management Firms in Miami, FL
Boutique Approach
Those looking for a boutique experience will enjoy BigSur’s business model which stands apart due to:
- Independence in operations
- Customization of advice and services
- Transparency in client dealings
- Ability to offer globally-minded products and services
- Consistency in monitoring and communication
Due to the selective nature of its services, this Miami wealth management firm purposely restricts the type and nature of the clients it serves, so that each client receives nothing less than exemplary attention.
As a sought-after financial advisor in Miami for a niche clientele, the firm’s strategic and selective process has allowed its advisors to deliver customized client-centric service, resulting in a better client experience.
Rating Summary
For ultra-and high-net-worth clients looking for multi-generational family office services, BigSur is an excellent option that works to build deep and long-lasting relationships with its clients.
With a hands-on approach, commitment to protect and grow their clients’ wealth, and philosophy designed to find intrinsic value across global markets, BigSur Partners easily scores a 5-star rating as one of the top Miami financial advisors to consider working with in 2021-2022.
Cathy Pareto & Associates Inc. Review
Cathy Pareto & Associates Inc. is run by a team that truly cares about its clients’ financial needs and goals. This top wealth management firm in Coral Gables, Florida was founded in 2008.
The firm is a fee-only independent investment manager and financial planner that works with clients throughout Florida, the rest of the country, and globally.
Key Factors That Enabled Cathy Pareto & Associates to Rank as a Top Miami Financial Advisor
Focused Financial Planning
With focused financial planning services, this wealth management firm in the Miami area can help you turn your dreams into reality by developing a step-by-step process of how to structure your spending, savings, and investments.
The Coral Gable financial advisors at Cathy Pareto will take you through a detailed process that helps you answer questions related to saving for retirement and when you plan to retire, as well as assessing your risk tolerance and current investments.
The team of advisors at this top Miami area wealth management firm can also help you effectively work towards more than one goal at a time, such as saving for your child’s education and planning to retire early.
Best Financial Advisors in Coral Gables, Florida
Financial Planning for Women
One feature in particular that makes Cathy Pareto & Associates stand out as a dynamic Coral Gables/Miami financial planner is the firm’s commitment to providing financial services designed specifically for women.
Women face unique challenges that can impact their finances, including:
- Longer life spans
- Shorter or interrupted careers
- Earnings disparity
- Financial illiteracy
- Retirement systems that penalize women for temporary leaves of absence from the workforce
- High divorce rates and high probability of widowhood
As a top financial advisor in Miami, Cathy Pareto & Associates works with female clients to create actionable financial plans, improving financial health over the long term.
Rating Summary
Cathy Pareto & Associates offers expert comprehensive financial planning services for clients throughout many different stages of life. This top Coral Gables financial advisor provides much more than just investment recommendations, it also assists with a large number of financial needs.
With a special focus on the financial needs of women, physicians/dentists, small business owners, retirees, and modern families – Cathy Pareto & Associates solidifies its 5-star rating as one of the top Coral Gables and Miami wealth management firms to partner with in 2021-2022.
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Element Pointe Review
Element Pointe is an investment management and family office wealth advisor headquartered in Miami, Florida. The firm was founded in 2016 by former global finance professionals with a mission to enhance their clients’ lives and empower them to achieve their goals.
This fee-only financial advisor in Miami is independently owned and operates as an SEC-Registered Investment Advisor that provides objective financial advice, free of any third-party influence.
Key Factors that Enabled Element Pointe to be Ranked as a One of the Top Miami Financial Advisors
Five Fundamental Principles
Element Pointe was designed with five fundamental principles that are client-focused and serve as the foundation for the firm’s cultural and ethical values.
Element Pointe’s 5 Fundamental Principles are:
- Clients’ interests come first.
- Act with transparency and integrity in every dealing and action.
- Keep it simple.
- Seek to educate and enlighten – not to obfuscate and confuse.
- Aim to maximize clients’ time – and minimize the financial stress.
With such impressive core values, this top Miami wealth management firm aims to empower its clients with insight that will help them achieve their unique financial goals.
Wide Selection of Strategic Solutions
The firm serves successful entrepreneurs, business owners, families, real estate investors and developers, and professional sports athletes and executives.
If you’re looking for a Miami financial planner that offers a wide range of strategic solutions, Element Pointe may be exactly what you’re looking for.
Strategic solutions offered by this wealth manager in Miami include:
- Portfolio Management & Advice: By leveraging their investment expertise and access to world-class technology, this team of advisors provides its clients with personalized and customized portfolio services.
- Account Aggregation & Consolidated Reporting: Element Pointe utilizes a reporting platform that tracks exposure across a portfolio, efficiently generates customized reports, and gives clients a holistic overview of their portfolio.
- Cash Flow & Liquidity Management: With high-net-worth individuals in mind, this solution has a goal of easing the burden of managing liquidity.
- Coordination of Activities Between Various Parties: This Miami wealth management firm coordinates between the various parties (such as tax & legal advisors, banks, and trustees) to make the entire process as seamless as possible.
Rating Summary
With a goal to provide independent, transparent, and objective advice and portfolio management to its clients, Event Pointe is a great option for high-net-worth individuals, families, and businesses that are looking for the best wealth managers in Miami, FL.
This experienced executive team will always work in your best interest and be there to provide knowledgeable and unbiased financial advice. For those reasons, we’ve awarded Element Pointe a 5-star rating in our 2021-2022 Ranking of Financial Advisors in Miami & Coral Gables, FL.
Evensky & Katz/Foldes Financial Review
Evensky & Katz/Foldes Financial is one of the largest independent Registered Investment Advisory firms in South Florida. The firm has been serving executives, professionals, retirees, entrepreneurs, young accumulators, institutional clients, and others from their offices in Coral Gables, FL, Lubbock, TX, and Bellevue, WA.
The firm is a fee-only, fiduciary Miami area wealth management firm with a staff of 29 that has been serving clients for over three decades.
Key Factors that Enabled Evensky & Katz/Foldes Financial to be Ranked as a Top Miami Financial Advisor
Financial Planning-Based Investment Management
This top Miami wealth management firm helps their clients grow their money and build a strong foundation with which to achieve their financial objectives.
No matter what your goals may be, investing is easier when you have a clear idea of your destination in mind. To help assist you in this process, these advisors provide financial planning-based investment management, also known as wealth management services.
These financial advisors in Miami begin by taking the time to get to know you through a detailed conversation, developing an investment policy statement that reflects your own personal needs. This statement then serves as a reference document and financial roadmap that is crucial in strategizing what you are working towards.
During the planning process, these Miami financial advisors take several important factors into consideration including investment options, taxation, costs, risks, and more.
Top Financial Planners in Miami & Coral Gables, Florida
Qualified Retirement Plans
Along with individual investment advice, this wealth management firm in Miami also offers financial advisory services for institutional retirement plans, specializing in 401(k) plans, SEP plans, and profit-sharing trusts.
Its institutional approach is similar to an individual approach in the sense that it helps firms identify specific investments and provide a number of investment models for qualified retirement plan participants to choose from.
Additionally, the firm also provides written acknowledgment of their role as an ERISA fiduciary, fostering trust between advisors and their institutional clients.
Rating Summary
Evensky & Katz/Foldes Financial employs a highly qualified and dedicated team of Florida financial advisors that hold multiple industry certifications including CFP®, CFA, AIF®, ADPA®, and more. With certifications like these, clients can rest assured that they are working with a team that can give them a distinct advantage.
With a collaborative process, a fee-only structure, and a wide range of service offerings, Evensky & Katz/Foldes Financial easily earns a 5-star rating as one of the best financial advisors in Miami to consider partnering with in 2021-2022.
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Firestone Capital Management Review
Founded in 1991, Firestone Capital Management is a top-rated Coral Gables, Florida wealth management firm that measures its success solely by the success of its clients.
As a fee-only financial advisor in the Miami area, the firm believes in building long-lasting relationships with clients in order to create custom-tailored plans that address their concerns and objectives for the future.
Key Factors That Enabled Firestone Capital Management to Rank as One of the Best Financial Advisors in Miami, FL
Experienced, Well-Credentialed Team
While the team of Miami financial advisors at Firestone Capital Management may be smaller than that of larger financial firms, they offer a wealth of experience and industry knowledge.
Each Miami financial advisor at Firestone Capital Management holds at least one industry-leading certification, such as:
- CFP®—Certified Financial Planner
- CFA®—Chartered Financial Analyst
- RP®—Registered Paraplanner
The seasoned team also brings a unique balance across a broad spectrum of ages to provide continuity and forward-looking sustainability.
Top Financial Planning Firms in Miami & Coral Gables
Client-Centric Philosophy
For Firestone Capital Management, the client experience is first and foremost. This means utilizing a collaborative, team-based approach to every financial plan while building positive, long-term relationships with each and every client.
Rather than providing clients with one single point of contact, Firestone offers a wealth of valuable experience, qualifications, and creative vision in every team member.
With this approach, clients can connect with anyone at the firm at any time and can expect to have unlimited, informed access to their personal financial goals and progress at any time.
Rating Summary
Firestone Capital Management employs an exceptional team with diverse expertise in order to offer clients a more in-depth vision for their financial plan and portfolio. They also offer a wide range of financial planning services including retirement planning, estate tax structuring, programs for asset building, and more.
For all of the above-mentioned reasons, we’ve awarded Firestone Capital Management a 5-star rating as one of the best financial advisors in Miami and Coral Gables, FL for 2021-2022.
GenTrust, LLC Review
With differentiated solutions unique to their firm, GenTrust, LLC is an SEC-registered investment advisory firm in Miami, New York City, and San Juan, Puerto Rico that offers a full range of wealth and asset management services.
The firm is a fee-based Miami financial advisor that also upholds a fiduciary commitment to always act in the best interests of their clients. The firm prides itself on having a dynamic and experienced team that adapts easily to change.
Key Factors That Enabled GenTrust, LLC to Rank as a Top Wealth Management Firm in Miami
Registered Investment Advisory
As an independent Registered Investment Adviser (RIA), GenTrust is held accountable to a much higher fiduciary standard than that of non-RIAs.
The fiduciary standard dictates that all advice and recommendations made by GenTrust’s Miami financial advisors must be in a client’s best interest, with zero hidden agendas or conflicts of interest.
This is a crucial component for any Miami financial advisor, but particularly for those that use a fee-based model, as the fiduciary standard effectively eliminates the native conflicts of interest that are often associated with firms that accept commissions on financial products.
Services for Sports & Entertainment Professionals
A unique specialty of GenTrust is customized financial planning services that fit the complex needs of clients within the sports and entertainment industries.
These industries often involve short-term accumulation of large amounts of wealth, and the Miami financial advisors at GenTrust can effectively help clients preserve that wealth through expert asset allocation, risk management, and financial planning.
Some highlights of these specialized services include:
- Long-term financial planning for retirement and future generations
- Family Office & Concierge Services
- Investment Management
- Individual attention and discretion
- Decades of proven experience
- Holistic management of personal financial affairs
Rating Summary
For clients looking for a broad range of wealth management services, GenTrust is an excellent option. This Miami financial planning firm helps clients maintain their lifestyle while planning for retirement and other future goals with robust financial plans.
With a strong client commitment, a unique focus on entertainment and sports clients, and advanced use of web-based AI software, GenTrust easily solidifies a 5-star rating as one of the top Miami wealth management firms to consider partnering with in 2021-2022.
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Investor Solutions, Inc. Review
Since 1993, Investor Solutions, Inc. has been helping clients achieve their dreams through the principles of professionalism, service, and integrity. This top-rated wealth management firm is headquartered in Miami, Florida.
In addition to being a fee-only registered investment advisor, the firm also upholds a fiduciary standard to act in their clients’ best interests. They provide a wide array of financial services to individuals and families, pre-retirees and retirees, retirement plan sponsors, and endowments for not-for-profits.
Key Factors That Enabled Investor Solutions, Inc. to Rank as a Top Financial Advisor in Miami, FL
Highly Qualified & Experienced Team
This highly qualified team of Miami financial advisors offers the benefit of a wide range of industry-recognized credentials, including:
- CFP®—Certified Financial Planner
- AIFA®—Accredited Investment Fiduciary Analyst
- CFA®—Chartered Financial Analyst
- CIMA®—Certified Investment Management Analyst
- CPWA®—Certified Private Wealth Advisor
- CRPS®—Chartered Retirement Plan Specialist
- CPPT®—Certified Public Pension Trustee
- CPA—Certified Public Accountant
Many of these credentials come with strict requirements for following the fiduciary standard and completing continuing education, illustrating the firm’s ongoing commitment to excellence.
Additionally, the team brings decades of industry experience to the table at each client interaction, giving clients the peace of mind that these financial planners in Miami can expertly handle a variety of financial challenges.
Best Financial Advisors in Miami 2021-2022
Focus on Investments
As a top-rated Miami wealth management firm, Investor Solutions offers clients an in-depth, comprehensive approach to portfolio design.
After carefully selecting assets based on risk tolerance, goals, and time horizon, each customized portfolio created by Investor Solutions includes:
- Periodic Rebalancing
- Tax Loss Harvesting
- Dividend & Capital Gain Avoidance
- Asset Location Strategies
- Continuous Review
- Regular Reporting & Reviews
- Oversight from Professional Advisors
Rating Summary
For those investors who are looking for a well-credentialed team to work with, Investor Solutions boasts one of the most accredited teams among top Miami financial advisors. This means you’ll have decades of expertise to back up any financial recommendation.
With a strategic approach to investing, a variety of books written by CEO/Founder Frank Armstrong, and a pledge to always put clients first, Investor Solutions scores a 5-star rating as one of the best Miami wealth management firms to consider partnering with in 2021-2022.
MAXIMAI Investment Partners Review
With a family-first philosophy, MAXIMAI Investment Partners is an independent, boutique wealth management firm in Coral Gables, Florida that provides personalized concierge service.
The firm is a fee-only financial advisor in the Miami area that specializes in the complex financial needs of ultra-high-net-worth individuals, entrepreneurs, and families. They cater to a small, distinct group of clients, which allows time for customized services.
Key Factors That Enabled MAXIMAI Investment Partners to Rank as One of the Best Financial Advisors in Miami, FL
Independent, Fee-Only Structure
As a fee-only wealth manager in Coral Gables, the firm only receives compensation from the clients it advises, so there are no conflicts of interest and all advice is completely objective.
With a fee-only structure, clients can trust that they will receive guidance that is truly unbiased and customized, as the firm’s interests are always aligned with those of their clients.
Additionally, as a Registered Investment Adviser, MAXIMAI is held to the fiduciary standard of care, creating an ethical and legal requirement to always act in the best interests of their clients.
With the combination of a fee-only structure and a fiduciary commitment, MAXIMAI exemplifies the ideal relationship with a Miami financial advisor, as client-advisor relationships are held to the highest standards of transparency and trust.
Strong Value Proposition
Clients searching for a top financial advisor in Miami that offers completely personalized service will appreciate the attention and range of services that MAXIMAI offers. These include:
- A boutique approach with concierge services
- A multicultural and multigenerational team
- Proactive communication and consistent interaction
- An extensive professional network
- A tailored platform
- Educational mentoring for clients and their families
- An independent, open-architecture platform that provides unrestricted access to investment managers and funds
Additionally, as a truly multicultural firm, clients with global interests and investments can trust that MAXIMAI will offer insights on evolving markets and regulations on a grander scale, including domestic and international estate and trust planning.
Rating Summary
Although MAXIMAI Investment Partners was founded in 2016, the team of top Miami financial advisors behind the firm came together more than two decades ago to offer a wealth of expert financial industry experience. MAXIMAI is an excellent option for ultra-high-net-worth investors looking for a proactive and hands-on approach.
With a boutique experience, purposely limited client base, and customized concierge approach, MAXIMAI solidifies their 5-star rating as one of the top wealth management firms in Coral Gables or Miami to consider partnering with in 2021-2022.
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Pinnacle Advisory Group, Inc. Review
Pinnacle Advisory Group, Inc. is a top-rated financial advisory firm in Miami that serves as its clients’ personal Chief Financial Officer. The firm has offices in Miami, Florida, and Columbia, Maryland.
The firm is a fee-based Miami wealth manager that has a minimum investable asset level for clients of $500,000.
We’ve placed Pinnacle on our list due to its fiduciary commitment and pledge to not sell insurance, mutual funds, or other commissions-based products, and to strive to be free of any conflicts of interest.
Key Factors That Enabled Pinnacle Advisory Group, Inc. to Rank as One of the Best Financial Advisors in Miami, FL
Comprehensive Approach to Financial Planning
To be truly effective, financial planning should include a broad range of services and goals covering both short-term and long-term financial objectives.
As a top Miami financial advisor, Pinnacle offers clients access to multiple financial planning topics and strategies, including (but not limited to):
- Retirement Planning
- Tax Planning
- Education Planning
- Charitable Giving
- Small Business Planning & Exit Strategies
- Estate Planning
- Insurance Planning
Onpoint by Pinnacle
Preparing to have enough income to last throughout retirement is a key facet of any successful retirement planning endeavor. The Miami financial advisors at Pinnacle take this one step further through Onpoint by Pinnacle, an initiative that revolves around distribution planning.
Onpoint by Pinnacle focuses on creating a strategy to turn assets into spendable cash flow that will replace a steady paycheck and fund living expenses even after you stop working. This ensures that:
- You won’t outlive your assets during retirement
- You won’t spend too little and miss out on the benefits of saving
- Your investable assets will be optimized to create a steady cash flow
Rating Summary
Pinnacle Advisory Group offers a full range of financial and investment services backed by a client-first philosophy and an environment of trust and transparency. Additionally, it offers a wide range of financial education materials to aid in financial literacy.
With cutting-edge approaches, a dynamic and expert team, and a comprehensive strategy, Pinnacle Advisory Group also easily earns a 5-star rating as one of the top Miami financial advisors to consider partnering with in 2021-2022.
WE Family Offices LLC Review
With a very low client to employee ratio of 1:1.5, WE Family Offices LLC is committed to advocating for their client families and ensuring that their long-term interests are well-managed. In fact, they’ve worked with some of the world’s wealthiest families for decades.
The firm is a fee-only, independent Miami wealth management firm (with an additional office in New York City) that offers a wide range of customized family office services.
Key Factors That Enabled WE Family Offices LLC to Rank as a Top Financial Advisor in Miami, FL
Building a Wealth Enterprise
For many wealthy families, one of their greatest fears is seeing their fortune dwindle over time due to being mismanaged or not managed effectively. To sustain wealth over multiple generations, WE Family Offices assists clients in creating their own wealth enterprise.
In essence, this means approaching the management of family wealth as a business, beginning with financial statements and a mission statement, as well as clearly defined financial roles and responsibilities within the family.
To support its ultra-high-net-worth (UHNW) families in becoming a successful wealth enterprise, this top-rated financial advisor in Miami plays three key roles:
- Serves as an outsourced family office
- Serves as an extension of an existing Single Family Office
- Conducts special projects and diagnostics for UHNW families
Three Areas of Focus
Families that fit into the ultra-high-net-worth category are apt to have unique and complex financial needs when it comes to holistic wealth management.
As such, WE Family Offices separates their financial expertise into three main areas of assistance for your financial life:
- Wealth Ownership & Purpose: Addresses overall strategy, mission, purpose, values, how to make decisions, plans for succession, and more.
- Wealth Resources & Structures: Examines existing network of providers, estate planning structures, investment objectives, and more.
- Wealth Management: Analyzes performance, overall net worth, asset allocation, wealth management cost, risk management tools, and more.
No matter what services a family may need, WE Family Offices maintains a personal, in-depth, and customer-centric approach to Miami wealth management.
Best Wealth Management Firms in Miami & Coral Gables, FL
Rating Summary
Affluent families looking for a top Miami financial advisor they can trust to preserve and multiply their wealth will appreciate the expertise of WE Family Offices. With more than 40 team members and a very low client-to-employee ratio, working with this firm all but guarantees personalized attention.
Boasting an experienced team, a client-centric approach, and a philosophy of trust and objectivity, WE Family Offices easily solidifies its 5-star rating as one of the top wealth management firms in Miami to consider partnering with in 2021-2022.
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Conclusion – 2021-2022 10 Best Financial Advisors in Miami & Coral Gables, Florida
Whether you’re a young professional, an entertainer, a retiree, or an ultra-high-net-worth family, any of these top-rated Miami & Coral Gables financial advisory firms would be a great choice to expertly manage your unique financial needs.
Now that you’ve been introduced to the best Miami area wealth management firms, your next step would be to narrow down the list to your top 3-5 firms.
Once you’ve identified the best firms on this list for your needs, you’ll want to schedule introductory meetings with each one to discuss your financial situation and goals, while getting a feel for their work style.
Most financial advisors in Miami or Coral Gables offer a complimentary introduction meeting/call. During this meeting, you can get to know each of the firms better and determine whether or not they’re a good fit for your financial needs.
Once this process is complete, your choice of the best financial planner in Miami to work with will be much clearer, and you can get started on building a solid financial future together. Best of luck!
Image sources:
- https://www.pexels.com/photo/aerial-view-of-city-buildings-near-body-of-water-4366062/
- https://www.bigsurpartners.com/
- https://www.cathypareto.com/
- https://www.evensky.com
- https://investorsolutions.com/
- https://evensky.com/#who-we-help
- https://pixabay.com/photos/miami-downtown-florida-cityscape-1085976/
- https://firestonecapital.com/services/
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