Top financial advisors in Miami Beach, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Miami Beach or managing wealth here, you need an advisor who understands how Florida's tax landscape differs from other states. A common mistake is assuming no state income tax means fewer tax planning needs, which overlooks property and sales taxes that can impact your finances.
- Federal tax focus. Confirm how they prioritize federal tax strategies since Florida has no state income tax but significant property and sales taxes.
- Wealth migration insight. Ask how they incorporate Florida's strong homestead protections into your long-term plan.
- Local market knowledge. Ensure they understand Miami Beach's unique real estate and tourism-driven economy affecting your investments.
- Experience with diverse clients. Check if they have worked with clients at different life stages to address your specific financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon C
Series 66
Miami Beach, FL
Merrill
Brandon Cuenca's experience at Merrill equips him to navigate Miami Beach's tax nuances, emphasizing tax-loss harvesting and active portfolio management suited for high earners and mid-career professionals. His background with major banks and Merrill's large-firm resources offer a broad client service range, including managed accounts with a 1.10% AUM fee, distinguishing him from advisors with smaller firm affiliations or narrower specialties.
Experience: 3 years
Avg account: $860,085
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Juan R
Series 66
Miami Beach, FL
Valic Financial Advisors
Juan Restrepo's experience with tax-loss harvesting and retirement income strategy suits Miami Beach residents navigating Florida's unique tax environment, including property and sales taxes. Affiliated with Valic Financial Advisors, a large firm serving high-net-worth clients, he offers flexible fee options like flat fees and hourly rates, distinguishing him from advisors with more rigid fee structures.
Experience: 6 years
Avg account: $99,681
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Lawrence K
CFP®, Series 65
Miami Beach, FL
LK Financial Planning LLC
Lawrence Kamin offers expertise in wealth management and passive investing, well-suited for navigating Miami Beach's unique tax and real estate environment. His independent firm focuses on high-net-worth clients, providing flat-fee financial planning and discretionary portfolio management with an emphasis on tax efficiency and multigenerational strategies, distinguishing him from advisors with broader client bases or different fee structures.
Experience: 5 years
Avg account: $9,659,682
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Ivan A
Series 66
Miami Beach, FL
Truist Advisory Services
Ivan Acimovic's experience with retirement income strategies and active portfolio management suits clients managing wealth in Miami Beach's unique tax and real estate environment. Working at Truist Advisory Services, a large SEC-registered firm, he offers diverse investment solutions with a 2.25% AUM fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 3 years
Avg account: $560,278
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Abigail R
Series 66
Miami Beach, FL
J.P. Morgan Securities
Abigail Rodriguez offers wealth management expertise in Miami Beach, leveraging seven years of experience and a Series 66 license with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. Her background includes serving executives and business owners, with a 0.30% annual AUM fee, distinguishing her through access to extensive resources and a focus on tailored asset allocation advice.
Experience: 7 years
Avg account: $318,381
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