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Independent · Fiduciary · Focused

Bespoke Wealth
Management for
Those Who Demand More

With Maredin as your trusted advisor, we are dedicated to understanding your vision, nurturing your legacy, and growing your wealth through exceptional, personalized care.

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SEC Registered RIA
Fiduciary Standard
Est. 2005
Miami, Florida
Miami skyline at sunset
20+
Years of Excellence
About Maredin

A Legacy of Trust,
Built on Expertise

Maredin Wealth Advisors was founded in 2005 with a singular mission: to deliver exceptional financial guidance rooted in value investing principles. Originally established as a boutique family office in Miami, we focused on maximizing capital appreciation through disciplined, value-driven strategies.

As we grew, we recognized that too many high-net-worth individuals and entrepreneurs were receiving generic advice that failed to address their unique circumstances. This drove our evolution from a family office to a Registered Investment Advisor, expanding our reach while maintaining the same level of precision and care.

Our entrepreneurial heritage sets us apart. Coming from a family of entrepreneurs, we understand the ambition, challenges, and unique financial needs of business owners better than anyone.

Our Commitment

Fiduciary First,
Always

As a truly independent, Miami-based firm, Maredin's loyalty rests solely with our clients. Free from the conflicts of interest that often define larger institutions, we are relentless in our commitment to helping you achieve your financial goals.

True Independence

No proprietary products, no hidden incentives. Our advice is purely in your interest.

Personalized Care

Concierge-level attention with strategies tailored to your unique circumstances.

Results-Driven

Deep expertise, tailored strategies, and a dedicated team crafting solutions to build a legacy that thrives.

Professional advisory meeting
What We Do

Architects of Wealth

We specialize in guiding affluent families and individuals through the complexities of wealth advisory, ensuring your wealth is safeguarded, optimized, and aligned with your aspirations.

Wealth Management

Strategic guidance across all facets of your financial life — investment management, tax planning, estate structure, and risk oversight, ensuring each element works in concert.

  • Custom Financial Roadmaps
  • Investment Management
  • Tax Optimization
  • Exit Strategy & Liquidity Planning

Retirement & Qualified Plans

Sophisticated retirement structures that maximize both long-term wealth accumulation and current tax efficiency. For business owners and high-earning individuals, these are strategic tools for wealth preservation.

  • 401(k) & Profit-Sharing Plans
  • Cash Balance Plans
  • IRAs & Rollovers
  • Plan Optimization & Compliance

Estate & Legacy Planning

Comprehensive strategies to protect, transfer, and grow your wealth across generations. We craft holistic plans that integrate both personal and professional priorities.

  • Trust & Entity Structuring
  • Wealth Transfer Strategies
  • Philanthropic Advisory
  • Business Succession Planning

Entrepreneur Solutions

Purpose-built for business owners — from exit strategy planning and tax-efficient deal structuring, to post-exit investment management and insurance solutions.

  • Business Exit Strategy
  • Pre-Sale Positioning
  • Post-Exit Management
  • Insurance Advisory
Investment Philosophy

Where Discipline
Meets Innovation

Over nearly two decades as wealth advisors and investors, we have developed a proprietary philosophy that combines time-tested value investing with adaptive macro strategies.

We believe in combining a macroeconomic view of the market with fundamental analysis, focusing on broad economic trends while conducting in-depth research on individual investments and their intrinsic value. We aim to identify undervalued opportunities with potential for long-term growth, while prioritizing risk management and position sizing.

Multi-Strategy Macro Approach

Inspired by legendary macro investors, we make decisions based on top-down macroeconomic perspectives combined with bottom-up fundamental analysis. We are not limited to any specific investment style or asset class, seeking opportunities across various investments using analysis of market conditions, Fed policy, geopolitics, and sentiment.

Value Investing Foundation

Rooted in the principles of Benjamin Graham, our approach focuses on determining the Intrinsic Value of every investment. We invest only at significant discounts to intrinsic value — typically 40-60% below — ensuring every position carries what Graham called a built-in "margin of safety."

Risk Management & Precision

We prioritize risk management and position sizing to maximize returns while minimizing potential losses. Our disciplined approach balances innovation with proven techniques, adapting to evolving markets while maintaining unwavering commitment to capital preservation.

MZ
Leadership

Marcelo Zinn

President & Founding Wealth Advisor

Marcelo founded Maredin Wealth Advisors in 2005 after serving as head Portfolio Manager at Juresa Ltda in Brazil. With over 18 years managing individual portfolios and funds, his love for research, analysis of securities and macroeconomic cycles, combined with his passion for crafting investment strategies, is what differentiates his practice.

A graduate of the University of Miami with Dean's List recognition, Marcelo has lectured at the university and contributed to prominent investing publications including the Manual of Ideas and SeekingAlpha.

Beyond the analytical, Marcelo is driven by a genuine love for helping people build their financial futures. When not with family and friends, he enjoys reading, playing sports, making music, watching films, and the occasional BBQ in beautiful Miami.

Our People

The Maredin Team

A close-knit team of experts committed to providing tailored advice, exceptional service, and results-driven strategies.

MZ

Marcelo Zinn

President / Wealth Advisor

Founder with 18+ years of portfolio management and investment expertise

MM

Mannie de la Maza

Financial Advisor

Retirement plan design and tax-efficient wealth strategy specialist

DC

Deborah Clark

Accountant

35+ years of accounting experience ensuring back-office excellence

SR

Salvador Romo, PhD

Machine Learning / AI

Data-driven solutions and AI algorithms enhancing investment models

20+
Years of Excellence
100%
Fiduciary Commitment
$M+
Assets Under Advisory
5★
Client Satisfaction
Client Testimonials

What Our Clients Say

“

I highly recommend Marcelo at Maredin Wealth Advisors as a Trusted Advisor. He provides invaluable advice that encompasses all aspects of wealth building and preservation. His expertise, strategic thinking, and personalized approach have resulted in great returns for me. Most importantly, Marcelo has become a close personal friend.

Dave W.
Client
Contact Us

Ready to Build
Your Legacy?

Experience the confidence that comes with true peace of mind. Let's discuss how Maredin can help you navigate complexity and achieve your financial aspirations.

Schedule a Conversation
305-773-5308
marcelo@maredin.com
Miami, FL