Top financial advisors in Miami, 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 or managing wealth here, you need an advisor who understands how Florida’s tax landscape affects your finances. A common mistake is assuming no state income tax means you can ignore other taxes like property or sales tax, which are significant in Florida.
- Federal tax focus. Confirm how they integrate federal tax strategies with Florida’s unique tax environment.
- Property tax insights. Ask how they help protect your home’s value given Florida’s strong homestead protections.
- Wealth migration experience. Look for advisors familiar with relocating clients to Florida and managing the related financial shifts.
- Sales tax planning. Discuss how they consider Florida’s sales tax impact on your spending and investment decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Glenn D
CFP®, Series 63
Miami, FL
Camerondowning, Inc.
Glenn Downing offers extensive expertise in wealth management and annuities, supported by 27 years of experience and CFP® certification, making him well-equipped to navigate Miami's unique tax environment. His firm, Camerondowning, Inc., provides flat-fee financial planning and incorporates innovative assets like cryptocurrencies, distinguishing him from others by blending traditional and modern investment strategies.
Experience: 27 years
Avg account: $475,432
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Edgar N
Series 65
Miami, FL
Grove Wealth Management, LLC
Edgar Nava offers expertise in options and derivatives strategies with six years of experience in Miami, making him well-suited to navigate Florida's unique tax and investment landscape. His firm, Grove Wealth Management, employs both fundamental and technical analysis for active portfolio management, serving individual and business clients with a 1.50% AUM fee and negotiable hourly rates, distinguishing him from advisors with more traditional approaches.
Experience: 6 years
Avg account: $439,746
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Natalia R
Series 66
Miami, FL
Thureos Asset Management LLC
Natalia Rodriguez offers expertise in options and derivatives strategies, which can be valuable for managing complex tax and investment considerations in Miami's unique financial landscape. As an independent advisor serving high-net-worth clients with a 1.25% AUM fee and 10 years of experience, she provides discretionary asset management using a blend of fundamental and technical analysis, distinguishing her approach from others in the area.
Experience: 11 years
Avg account: $1,285,714
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Brenton A
Series 66
Miami, FL
Independent Wealth, LLC
Brenton Anderson offers financial advisory services in Miami with a focus on cash flow and budgeting, supported by seven years of industry experience and a Series 66 designation. His firm, Independent Wealth, LLC, serves a limited number of clients through a two-phase onboarding process and offers subscription memberships, providing a structured, advisory-only approach that emphasizes strategic planning and risk disclosure, distinguishing him from advisors with broader client loads or discretionary services.
Experience: 7 years
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David S
Series 63, Series 65
Miami, FL
Shareks Stock Portfolios
David Sharek's 23 years of experience and independent, fee-based firm in Miami equip him to navigate Florida's unique tax and investment landscape effectively. His focus on active portfolio management and growth-stock strategies, combined with subscription-based educational resources, distinguishes him from other advisors by offering transparent, earnings-driven investment approaches tailored to diverse client types.
Experience: 23 years
Avg account: $791,135
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