A complete list of active advisors currently associated with The Investment Advisory Office of Christopher Mikes, P.A.

Warmer can help you find a great advisor at The Investment Advisory Office of Christopher Mikes, P.A. or one who fits your needs even better.

The firm provides investment management and financial planning services—both ongoing comprehensive planning and project‑based engagements—to individuals, high net worth clients, and businesses. It is a fee‑only adviser that typically uses percentage‑of‑AUM billing and states it does not impose an account minimum; in its May 6, 2026 ADV filing it reported zero assets under management and no clients. The firm’s investment process is grounded in Modern Portfolio Theory and combines passive and active strategies, with methods that include fundamental, technical, and cyclical analysis. Portfolios may be implemented through Betterment for Advisors, via Outside Managers or sub‑advisory solutions, and the firm generally manages accounts on a discretionary basis while not aggregating block trades and not voting client proxies. Noteworthy aspects disclosed in the brochure include that the firm’s principal concurrently operates affiliated law, accounting, and property management businesses (reported as roughly 50%, 20%, and 10% of professional time) and holds multiple professional credentials (including CFA, CPA, MAI, licensed attorney and real‑estate credentials). The ADV also notes the firm is newly registered in 2026, may recommend affiliated legal or accounting services (clients are not required to use them), uses a third‑party payment processor for fee collection, and does not charge performance‑based fees.

To learn more about the advisors currently working at The Investment Advisory Office of Christopher Mikes, P.A., 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.