Our Services

Financial Planning

Miami Partners offers personalized financial planning services that help you achieve your long-term goals and navigate your financial future with confidence.

Personalized Approach

Financial Plans Founded on Strong Client Relationships

Building strong, lasting relationships with our clients is at the heart of our approach. We work to understand every facet of your life, including your values and long-term goals, to create a comprehensive plan for you.

Working with Miami Partners means you'll receive a Certified Financial Planner (CFP®) on your team focused on helping you build a customized financial plan designed to reach your goals.

This includes cash flow planning, scenario modeling, large purchase strategies, education planning, and distribution strategies so you can have confidence in your retirement plan.

Our commitment to understanding the full picture allows us to guide you through every stage of your financial journey.

Comprehensive Financial Plans

Going Beyond Traditional Financial Planning Strategies

We consider not only your investments but also your cash flow, debt management, tax strategies, retirement goals, estate planning, lending options, and personal values.

By integrating all these elements into a cohesive financial plan, we provide the opportunity for every aspect of your wealth to work in harmony, supporting your long-term objectives.

Source: eMoney

Source: eMoney

Comprehensive Financial Plans

Going Beyond Traditional Finance

We consider not only your investments but also your cash flow, debt management, tax strategies, retirement goals, estate planning, and personal values.

By integrating all these elements into a cohesive financial plan, we provide the opportunity for every aspect of your wealth to work in harmony, supporting your long-term objectives.

Fee-only, Fiduciary

Your Best Interests First

As a fee-only, fiduciary firm, we are dedicated to putting your best interests first. Our advice is always unbiased and aligned with your goals.

We understand that financial planning is a long-term commitment that requires continuous evaluation. We work closely with you to regularly review and adjust your strategy, ensuring it remains aligned with your aspirations and responsive to new opportunities or challenges.

Your Financial Advisors

Striving for Excellence, Rooted in Expertise

At Miami Partners, we prioritize supporting our employee continuous education and professional development. We employ a number of financial advisors who hold their Certified Financial Planner™ (CFP®) designations, demonstrating their commitment to providing expert guidance. We help investors manage their:

Personal Financial Plans, focusing on building a roadmap to a successful retirement that includes cash flow planning, savings plans, and large purchase strategies.

College Planning, including setting up, building contribution strategies for, and managing the investments for 529 Plans

Corporate Financial Planning, including building cash management strategies to help your corporation's cash reserves outpace inflation while remaining liquid.

Our employees strive for professional excellence and are equipped with expertise that allow them to design these solutions so they perfectly fit your financial goals.

Personal Financial Planning

Our advisors work with individual clients, looking to enhance and protect their wealth through a comprehensive financial plan.

Complimentary Portfolio X-Ray

Get a Complimentary Consultation on Your Current Approach.

We specialize in helping high-net-worth clients like you protect, grow, and manage their wealth with confidence. Our experienced advisors are here to understand your goals and craft a customized strategy that aligns with your financial needs.

Fill out the form below to schedule a complimentary introductory meeting with one of our expert advisors. Let's start building a secure and prosperous future together.