Top real estate investing 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.
Investing in real estate in Miami Beach often means navigating unique local market trends and tax considerations, especially since Florida has no state income tax but relies heavily on property and sales taxes. Without a focused approach, you might overlook how these taxes and local regulations impact your investment returns.
- Local market insight. Look for advisors who understand Miami Beach's real estate cycles and neighborhood dynamics, not just general property investing.
- Tax impact awareness. Confirm how they factor in federal taxes alongside Florida's property and sales taxes to optimize your investment strategy.
- Wealth migration planning. Ask how they incorporate Florida's strong homestead protections into your long-term real estate goals.
- Portfolio integration. Ensure they consider how your real estate investments fit with your overall financial picture, including cash flow and risk management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thiago S
Series 65
Miami, FL
Maway LLC
Thiago Silva specializes in real estate investing with eight years of experience in Miami, offering insights into local market cycles and tax impacts relevant to Miami Beach investors. His firm, Maway LLC, serves individuals and high-net-worth clients with a long-term investment approach that integrates multiple analysis methods and a 1% annual AUM fee, distinguishing him from advisors with narrower strategies or different fee structures.
Experience: 8 years
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John W
Series 63, Series 65
Miami Beach, FL
PW Nova Financial Services LLC
John Whitehead's 34 years of experience and expertise in real estate investing and wealth management make him well-equipped to navigate Miami Beach's unique real estate market and tax environment. As an independent advisor at PW Nova Financial Services LLC, he offers negotiable fees up to 2% annually and serves a diverse client base, including high-net-worth individuals and pension plans, providing a broad perspective compared to other local advisors.
Experience: 34 years
Avg account: $872,353
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Nolan F
Series 65, Series 66
Miami Beach, FL
Komorebi Global
Nolan Farhy specializes in real estate investing in Miami Beach, leveraging 10 years of experience and expertise in options, derivatives, and private investments. As an independent advisor at Komorebi Global, he serves high-net-worth clients with a 1% AUM fee, applying a disciplined investment process that integrates fundamental, macroeconomic, and technical analysis, distinguishing him from others by his international private banking background and focus on complex portfolios.
Experience: 11 years
Avg account: $1,929,477
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Masahiro Y
Series 66
Miami Beach, FL
Oxler Private Wealth
Masahiro Yamazaki's 17 years of experience and expertise in real estate investing and private alternative investments position him well to navigate Miami Beach's unique market and tax environment. At Oxler Private Wealth, he offers a tailored investment approach with flat-fee options and serves high-net-worth clients, differentiating him through personalized portfolio management and independent manager selection.
Experience: 18 years
Avg account: $4,833,299
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Ygal C
Series 63, Series 66
Miami, FL
ASG Capital
Ygal Cohen's 17 years of experience and role at ASG Capital equip him to navigate Miami Beach's real estate market, integrating wealth management and private investments with local insights. His independent status and focus on high-net-worth clients, combined with a 1.75% AUM fee and ownership of a real estate company, distinguish him by blending practical real estate expertise with tailored portfolio management.
Experience: 17 years
Avg account: $1,177,573
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