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 serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, providing investment management, financial planning, and employee benefit plan advisory services. As of year-end 2025 the firm reported discretionary assets of approximately $506.7 million and works with both individual clients and institutional retirement-plan sponsors. The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold philosophy that emphasizes diversified asset allocation, written investment policy statements, and ongoing monitoring with periodic reviews. Kaufman Rossin Wealth routinely uses third-party sub‑advisors and platforms — including Focus Partners Advisor Solutions and Dimensional for model portfolios and fixed-income management, Pontera to access and rebalance “held-away” accounts, and Flourish Cash for a cash sweep option — and delivers written quarterly performance reports to clients. Kaufman Rossin Wealth is affiliated with the accounting firm Kaufman, Rossin & Co. and with KR Financial Services (KRIS), an insurance agency, and the brochure discloses profit‑sharing, referral arrangements and potential insurance commissions that create conflicts of interest the firm says it manages and discloses. The firm also provides retirement-plan participant education and periodic written reporting and combines advisory services with outsourced back-office and sub‑advisory relationships to support implementation and administration.
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.
You can also browse Kaufman Rossin Wealth, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 13
| |
Miami, FL
| 4
| |
Miami, FL
| 20
| |
Fort Lauderdale, FL
| 31
| |
Miami, FL
| 7
| |
Miami, FL
| 22
|
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