Meira Wealth logo

Meira Wealth

Updated today

Client AUM

$305,521,413

Clients

179

Advisors

5

across 2 offices

About

Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages roughly $318 million in discretionary client assets and operates with a team of five advisors.

The firm combines passive and active management within a Modern Portfolio Theory framework, documenting client objectives in Investment Policy Statements and typically managing accounts on a discretionary basis. Portfolios are implemented primarily with mutual funds and ETFs but may include individual equities, options and futures, and, notably for some separately managed accounts, the use of derivatives and borrowing (margin) as part of its strategies; the firm also evaluates and recommends alternative investments such as private funds, interval funds, and REITs when suitable.

Meira Wealth’s operations rely on several third‑party platforms and service providers — including an estate‑planning technology platform (Vanilla Technologies), the eMoney client portal, an outside portfolio consultant (Helios), trading/rebalancing support from Advisor Logistics, and fee administration by MTO Financial Services. The brochure discloses a recent consolidation of ownership under a single holding entity and operational practices such as Courtesy Accounts and standing transfer authorizations that may distinguish the firm from many peers.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fee up to $5,000 for estate planning technology service (may be waived at firm's discretion).

Percentage

$0 - $2,000,000: 1.0% annually (Investment Management) $2,000,001 - $5,000,000: 0.7% annually (Investment Management) $5,000,001 - $10,000,000: 0.6% annually (Investment Management) $10,000,001 - $20,000,000: 0.5% annually (Investment Management) $20,000,001+: 0.4% annually (Investment Management)

Project-based

Hourly consulting fees available upon request (specific rates not disclosed).

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services; $2,000 minimum fee for Financial Planning Services Fee-only: Strictly fee-only; no commissions or other compensation accepted.

Main office

See office

121 Alhambra Plaza, Suite 1000

Coral Gables FL 33134

Advisors at this office

4

Most active in

California · Colorado · Florida · Georgia · New Hampshire · New York · North Carolina · Texas

Also doing business as

Linda S. Lubitz, Cfp Pa · Linda S. Lubitz, Cfp®, Pa · Lubitz Linda S Cfp Pa · Meira · Meira Wealth · Meirawealth.Com · The Lubitz Financial Group

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Catalina F

CFP®, Series 65

Coral Gables, FL

Meira Wealth

Catalina Franco Cicero is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Tobias Financial Advisors, Inc. for seven years and has been with Meira Wealth since 2026. Catalina's background also includes roles at Savvy and Build a Better Financial Future. Meira Wealth is a fee-only firm serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a combination of passive and active management strategies within a Modern Portfolio Theory framework and manages approximately $318 million in discretionary client assets.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Rubina H

CFP®

Palm Beach Gardens, FL

Meira Wealth

Rubina Hossain is a CFP® professional with five years of industry experience, currently serving at Meira Wealth since 2021. Her prior experience includes roles at Raymond James Financial Services Advisors, Hein Wealth & Tax Solutions, and Benchmark Financial. She is an author and editor on financial planning topics and volunteers pro bono financial advice through organizations such as Savvy Ladies and Minority Wealth Gap. Hossain also serves on the CFP Board examination committee and is a co-founder of the financial literacy nonprofit Conscious Wallet. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines active and passive management with Modern Portfolio Theory principles, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Deborah B

CFP®, Series 66

Coral Gables, FL

Meira Wealth

Deborah Badillo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. She has worked at Meira Wealth and its predecessor, The Lubitz Financial Group, since 2018. Outside of her advisory role, she is a board member of the Financial Planning Association of Miami and volunteers with the Miami Obedience Club. Meira Wealth is a team of five advisors providing fee-only financial planning and discretionary investment management to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm applies a combination of passive and active management within a Modern Portfolio Theory framework, using mutual funds, ETFs, individual equities, options, futures, and alternative investments when appropriate.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Linda B

CFP®, Series 63

Coral Gables, FL

Meira Wealth

Linda Boone is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Meira Wealth. She was previously with The Lubitz Financial Group from 1999 until its transition to Meira Wealth in 2021. Boone is a published author of an investment-related book and serves as a trustee for the Miami Endowment Committee, a nonprofit organization. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, managing roughly $318 million in discretionary client assets.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Jorge P

CFP®

Coral Gables, FL

Meira Wealth

Jorge Padilla is a CFP® with 14 years of industry experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with Meira, formerly known as The Lubitz Financial Group, since 2016. Outside of his advisory role, Padilla contributes as a Wealth Advisory Board Member for Blue Vault Partners and serves on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a mix of passive and active management within a Modern Portfolio Theory framework and offers a range of investment options, including alternative investments when appropriate.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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