Maredin's Proprietary Wealth Advisory Platform ("Loupe") will help You:
- Gain Financial Clarity

- Grow Your Wealth

Allow you to Focus on the things that matter                 most to You in Retirement.

Our Foundation

Years of experience has prepared us to help guide you through life's challenges and joys.

Our Mission

Provide unbiased advice to help you understand the many options available to best attain your goals.

Our Services

Investment Advice and Retirement Planning. Creating tailored strategies to help you attain your goals.

Who We Help
Warehouse Workers
Small and Medium sized Business Owners
Executives and Professionals
Retirees
How We Help

Wealth Advisory

The key to ensuring all your financial and personal goals are going to be met, its vital to seek proper guidance on your wealth.

Estate Planning

It's important to have a  well designed estate plan to give you confidence that your family, business, and legacy will be protected.

Financial

Planning

A comprehensive Financial Plan provides a clear pathway and gives you confidence in your financial future.

Investment

Advisory

A properly structured and developed investment plan is key to ensuring that your investment objectives and goals are met or exceeded.

Retirement

Planning

It's important to start planning today to help ensure you meet your retirement goals and be certain you don't outlive your resources.

Business

Succession

Planning for the selling or transferring of a business is an important factor to plan for, to ensure your ultimate goals are attained.

Core Values

 
Independent Advice

Maredin is a Independent, Registered Investment Advisor.  As such, we can provide personalized service, and are free from the conflicts of interest common in many larger firms.

Fiduciary

Maredin is a Fiduciary, meaning we have the legal obligation to put our clients first. Incredibly, this is not true for all financial firms.

Fee Only

Maredin is a "fee only" advisor, meaning we only receive a fee from our clients and are prohibited from receiving any compensation in the form of commissions, referrals or other hidden charges.

 

Contact Us

16132 SW 74th Place,

Village of Palmetto Bay (Miami), FL 33157

Tel. 305-458-2975

Meeting by Appointment Only

© 2019 by Maredin Wealth Advisors. 

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