What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Miami, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Miami, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Mario Yngerto
CPWA®, CFP®, ChFC®
Genesis Wealth Management, Inc
Coral Gables, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale area
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Maimi, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Maria Castillo Dominguez
CFP®
Valoria Wealth Management
Miami, FL
Specialties: Net Worth and Income Development, Tax Planning, Retirement Income Planning and Lifestyle Flexibility, Estate Planning, Investment Management, College Education Planning, Charitable Giving Planning, Risk Management and Insurance Planning, RSUs and other equity compensation, Lifestyle changes
Are you a professional woman looking to take control of your financial future? At Valoria Wealth Management, we specialize in helping women like you create, grow, and manage wealth on your terms. I work with clients virtually nationwide.
Cale Smith
Bastion Fiduciary
Islamorada, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Islamorada, FL, serving clients locally and across the country
Cathy Pareto
MBA, CFP®, CPWA®
Azzendo Wealth Advisors
Coral Gables, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Coral Gables / Miami, FL and Serving Clients Nationwide
John Shea
CASL®, CFP®, ChFC®, CLU®, MBA
Genesis Wealth Management, Inc
Palm Beach Gardens, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving the Greater Miami, Coral Gables, Fort Lauderdale, and West Palm Beach area.
Trishul Patel
CFP®, MBA
Investing Forever Advisory
West Palm Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Estate Planning, Tax Planning
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
