About

Consultant in Miami

Guerra Wealth Advisors - Miami Financial Advisors provides comprehensive retirement and financial planning services for South Florida families. As an independent fiduciary advisory firm, they help clients increase returns, reduce taxes, and protect their legacy through their 5-step Guerra Freedom Plan. With nearly 40 years of combined experience and over $600 million in assets under management, the firm serves thousands of clients in Miami and the surrounding area. Services include retirement readiness assessments, tax-minimization strategies, and portfolio management. They are open seven days a week for consultations.