A complete list of active advisors currently associated with Kaufman Rossin Wealth, LLC

Warmer can help you find a great advisor at Kaufman Rossin Wealth, LLC or one who fits your needs even better.

Kaufman Rossin Wealth provides investment management, financial planning, and participant-directed employee retirement plan services to individuals, trusts, charitable organizations, and businesses. The firm manages roughly $507 million in discretionary assets through a team of six advisors and offers third‑party cash management solutions via a Flourish Cash sweep service. The firm’s investment approach is rooted in Modern Portfolio Theory and a buy‑and‑hold orientation, with written investment policy statements, use of Monte Carlo analysis for asset-allocation advice, and periodic portfolio monitoring and rebalancing. Kaufman Rossin Wealth implements client strategies through both discretionary and non‑discretionary mandates and may allocate assets to independent managers or sub‑advisors (including Focus Partners Advisor Solutions and Dimensional Fund Advisors) when appropriate. Notable distinctions in the brochure include the firm’s affiliation with the accounting firm Kaufman, Rossin & Co. and an affiliated insurance agency (KRIS), with disclosures about referral arrangements and potential insurance commissions. The firm also documents client communications such as written quarterly performance and financial planning reports, provides participant education meetings for retirement plans, and offers access to private fund investments for qualified clients while contracting with sub‑advisors for back‑office and fixed‑income management.

To learn more about the advisors currently working at Kaufman Rossin Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.