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
Cale Smith
Islamorada Investment Management
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
CFP®, MBA
Cathy Pareto and Associates
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
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
CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
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 area
Karl Schwartz
CPA, CFP®
Team Hewins
Miami, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice with Ongoing Management, College Education Planning, Tax Planning, Divorce Planning
Fee-Only Financial Planner serving clients locally in South Florida and virtually across the country.
Lamar Watson
CFP®
Dream Financial Planning, LLC
Miami, FL
Specialties: Retirement Planning, Budgeting and Cash Flow Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Insurance Review, Estate Planning
Fee-Only financial planner located in Miami, FL serving clients locally and across the country
Philip Herzberg
CFP®, CDFA®, CTFA, AEP®, MSF
Team Hewins
Miami, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate & Generational Planning, Tax Planning, Divorce Planning, College Education Planning
Fee-Only financial planner located in Miami, FL, serving clients locally and virtually across the country
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
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)
