your miami financial advisors
how can we help you?
miami financial planning services
AIM HIGH—WE’LL HELP YOU GET THERE
Let our Miami financial advisors help you enhance your financial wellbeing. We offer holistic financial planning services that take into account both the big picture and the intricate details affecting your finances. Whether you are located in Aventura, Bay Harbor Islands, Miami Beach, or Coral Gables, our CERTIFIED FINANCIAL PLANNER® professionals are dedicated to understanding and appreciating your unique journey as they work alongside you to create your financial plan.
20200 W Dixie Hwy, Suite 1009
Miami, FL 33180
1 (866) 248-8678
Driving Directions:
Set your GPS to 20200 West Dixie Highway, Aventura. We have complimentary guest parking available in the garage, the entrance to which is on the left side of the building. The first three levels are reserved spots, so continue on to the fourth level (or higher), and park in any spot that is not “reserved”. Once parked, take the elevator to the 10th floor and follow the signs for Suite 1009.
meet our financial advisors in miami
experience a holistic approach to your finances
Our Miami financial advisors are approachable, ready to help, and transparent about how to meet your needs.
We listen to your situation without bias and develop personalized financial planning solutions for you. We’re eager to hear about your goals, objectives, and dreams to help you achieve them.
Our team shares a collaborative spirit both internally and externally. We also engage with other specialists to develop the ideal financial solution to your challenges.
real solutions for big decisions
We work best with mid-career executives and families navigating significant life transitions who want a fiduciary partner and CFP® professionals to turn financial complexity into a single, strategic view.
Whether you are managing an equity payout, stepping into a partnership promotion, moving through any stage of divorce, stepping up as a trustee after losing a loved one, or simply balancing multi-generational family needs, these milestones often bring scattered accounts and hidden tax complexities. We help you organize those moving parts into a unified, tax-optimized plan.
Typically managing $1M+ in investable assets, our clients look to our team of fiduciary CFP® advisors to simplify the noise. The success stories below showcase what that looks like in practice, giving you the clarity to move forward with confidence.
MEET ELENA MORGAN
The challenge: Facing an unexpected career pivot, Elena needed clear, immediate cash-flow stability for her household.
MEET LINDA & DAVID
The challenge: Despite saving diligently, Linda and David felt stressed by scattered accounts and a lack of planning.
The preceding testimonials are provided by current clients. Team Hewins does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for these testimonials and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
how we support your goals
Whether you’re weighing a high-stakes career pivot, negotiating equity compensation, or simply balancing the weight of family responsibilities and caregiving, our purpose is to help you successfully transition into your next chapter through every big move. We handle the technical heavy lifting so that your wealth stays aligned with your life’s evolving purpose, not just market fluctuations.
retirement planning
Plan your golden years
Whether you are planning to retire in Miami or elsewhere in South Florida, creating a plan for your golden years is essential.
Working with a financial advisor can go a long way toward helping you set up a retirement plan and gain the confidence and peace of mind you are looking for.
By partnering with a dedicated Miami-based financial advisor at Team Hewins, you’ll be guided through the process. You’ll get answers to your most pressing questions:
- How much will I be able to spend in retirement?
- How can I minimize taxes through tax-smart savings strategies?
- How can I ensure my loved ones are cared for through thoughtful legacy planning?
wealth management
LET’S BUILD YOUR LASTING LEGACY
Many people struggle with knowing which investments are best for their situation, especially as their wealth grows and their finances become more complex. They ask whether they should invest on their own or engage the services of a financial advisor.
When you seek our financial services, our Miami-based team serving all of South Florida customizes a plan that matches your goals. Wealth management extends beyond financial expertise. It can empower you to navigate your financial journey with confidence and clarity.
Our advisors will work with you to preserve and grow your wealth and create a financial legacy that can last for generations.
wealth management
LET’S BUILD YOUR LASTING LEGACY
Many people struggle with knowing which investments are best for their situation, especially as their wealth grows and their finances become more complex. They ask whether they should invest on their own or engage the services of a financial advisor.
When you seek our financial services, our Miami-based team serving all of South Florida customizes a plan that matches your goals. Wealth management extends beyond financial expertise. It can empower you to navigate your financial journey with confidence and clarity.
Our advisors will work with you to preserve and grow your wealth and create a financial legacy that can last for generations.
investment advising
BUILDING A STRONG FINANCIAL FOUNDATION
Our investment advisors follow your lead, keeping your best interests at the forefront of your investment plan.
Through our proprietary Smart Life Planning process, our investment approach is to work with you to learn how much risk you’re comfortable with and to understand your financial needs and aspirations.
From that, we will build an investment plan aimed at long-term financial growth.
get in touch
Ready to take charge of your financial future? Whether you are looking for retirement planning, investment advice, options during a divorce, a stock options strategy, or tax planning, our financial advisors are ready to help.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions