Which Financial Advisor Should You Choose in Coral Gables, FL?

Ladin Tax Advisory Group is a Coral Gables-based financial advisory firm specializing in retirement income strategies, tax minimization planning, and asset protection. We offer customized investment and insurance solutions, including annuities and life insurance, to help clients achieve long-term financial security. As fiduciary advisors, we prioritize client interests through transparent, comprehensive wealth management services.

Daybright Financial | Ingham Retirement Group Retirement Group provides comprehensive retirement solutions including plan consulting, investment advisory services, and fiduciary support to individuals and businesses nationwide. With over 50 credentialed professionals and $2.0 billion under administration, we specialize in customized retirement strategies that prioritize long-term financial security. Our services combine technical expertise with personalized guidance to help clients navigate retirement planning complexities.

Powell Investment Advisors provides tailored wealth management and investment advisory services, focusing on long-term capital growth and risk mitigation. Our open architecture platform enables unbiased investment strategies aligned with clients' financial goals. We serve high-net-worth individuals, families, and trusts with personalized portfolio management and transparent reporting.

FCG Wealth Management is a Florida-based financial advisory firm specializing in personalized wealth management, retirement planning, and investment strategies. The company partners with clients to create customized financial plans addressing tax efficiency, estate planning, and asset protection. Operating with fiduciary responsibility, they provide access to diversified investment options through major custodians while maintaining transparency in all client interactions.

Austin Atlantic Asset Management is a SIPC-member broker-dealer in Coral Gables, FL, offering institutional financial services since 2021. We specialize in securities and mutual fund distribution while ensuring FINRA compliance. Our focus on transparency helps institutional clients understand investment risks and returns through detailed documentation.

Evensky & Katz is a fiduciary financial advisory firm offering personalized investment management and comprehensive financial planning. With 35+ years of experience, we serve affluent clients nationwide through retirement planning, tax optimization, and estate strategies. Our team of 19 CFP practitioners and $3+ billion in managed assets delivers transparent, fee-only solutions aligned with client goals.