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Independent · Fiduciary · Focused

Bespoke Miami-Based
Wealth Management Firm

With Maredin as your trusted advisor, we are dedicated to understanding your vision, nurturing your legacy, and growing your wealth through exceptional, personalized care. Experience the confidence that comes with true peace of mind.

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Independent Firm
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, Florida, our focus was on maximizing capital appreciation through disciplined, value-driven strategies inspired by the philosophies of Benjamin Graham, Charlie Munger and Warren Buffett.

As we grew, communities with friends, families, and clients formed around a touching truth, too many high-net-worth individuals and entrepreneurs were receiving generic, untapped advice that failed to address their unique circumstances and goals. Furthermore, they were, regardless of amount of family assets, receiving underwhelming personal care and attention. Recognizing this gap, Maredin transitioned from a family office to an Investment Advisor, expanding our services to offer the same level of care, precision, and expertise to a broader audience.

Along the way, we also modified our approach. Drawing inspiration from legendary investor Stanley Druckenmiller, we enhanced our value foundation by incorporating multi-strategy macro-focused investment techniques designed to adapt to evolving markets and unlock greater opportunities. This evolution ensures our clients receive a balance of discipline, innovation, and performance.

A key aspect that sets Maredin apart is our entrepreneurial heritage. Coming from a family of entrepreneurs, this perspective drives our ability to craft holistic strategies that help our clients grow their businesses, preserve their wealth, and build lasting legacies.

Fiduciary and Commitment

Let's Build A Legacy
Together

Choosing a wealth manager is one of the most important decisions you'll make. At Maredin, we understand that managing wealth is about more than just financial returns — it's about creating a legacy, aligning with your values, and achieving your unique goals.

With two decades of experience, we combine the personalized care of a boutique family office with sophisticated, results-driven investment approaches designed to protect and grow your wealth by adapting to evolving markets and opportunities.

As a Fiduciary and 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. With deep expertise, tailored strategies, and a dedicated team, we craft solutions to build a legacy that thrives.

A Fiduciary

Maredin is a fiduciary, meaning we are legally and ethically obligated to put your best interests first. Unlike commission-based advisors, we provide transparent, unbiased financial advice tailored to your goals. Our only commitment is to you.

Entrepreneurial Expertise

As a firm born from a family of entrepreneurs, we understand the ambitions, challenges, and complexities of building and sustaining success. This insight allows us to craft holistic strategies that integrate business and personal goals.

Tailored Financial Solutions

Every client is unique, and so are their needs. At Maredin, we deliver bespoke financial strategies designed to evolve with your life, business, and legacy.

Proven Strategies, Proven Results

Drawing inspiration from the value investing principles of Benjamin Graham and the multi-strategy approach of Stanley Druckenmiller, we deliver disciplined, adaptive strategies that generate long-term results.

Miami coastal skyline
Our Culture

What We Stand For

At the core of Maredin's culture are relationships. Maredin was founded on a fanatically client-centric philosophy. We are committed to helping generate successful investment results, but equally as important, maintaining a close personal relationship with each client.

Relationships

At the core of Maredin's culture are relationships. We are committed to helping generate successful investment results, but equally as important, maintaining a close personal relationship with each client.

Fiduciary / Confidentiality

That is why "we do what we say, and say what we do", and why we have worked to become Advisors. We firmly believe that the importance of not sharing, confiscating, or other wise never diminishing the importance of confidentiality, and how much we insist in it, ensure this remains top of mind in everything we do.

Concierge Service

Maredin offers personalized, high-touch service to clients, providing attentive and bespoke financial guidance beyond standard wealth management offerings.

Independence

As an independent advisor, our opinions and views, we only take action based on our independent judgment, and no institution dictates our behavior.

Accountability

Few things in the world sit more than the inability to accept responsibility. We believe in fact at all times, ensuring we are accountable for our decisions and actions.

Value Creation

Because value creation is at the core of everything we do. We understand how hard people work to provide for their families and save for their future. This is why we strive to both preserve capital and grow the funds through proper risk management, due diligence, and applying investing skill.

Fee-Only

We are fee-only. This means that we earn our compensation solely from client fees. There are prohibited from accepting commissions or other forms of compensation from any source.

Teamwork

Maredin emphasizes a collaborative approach, leveraging the diverse expertise of their team members to provide comprehensive financial solutions for clients.

Partnering Together

This concept reflects Maredin's commitment to aligning their success with that of their clients, forming a partnership geared toward mutual growth and prosperity.

Multi-Strategy Investing

Maredin employs a diversified investment approach, utilizing various strategies to manage risk and optimize returns across different market conditions and client objectives.

What We Do

Architects of Wealth

Maredin provides bespoke financial services tailored to high-net-worth individuals, families, and entrepreneurs, particularly of small and medium-sized businesses. We offer a concierge-level commitment to personal attention and strategic expertise across every phase of the wealth lifecycle.

Wealth Management

We practice strategic guidance across all facets of your financial life, investment management, tax planning, estate structure, and risk oversight, ensuring each element works in concert. From liquidity events to long-term legacy planning, we serve as your trusted partner at every stage.

  • 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 plans are more than savings vehicles; they're strategic tools for wealth preservation and tax reduction.

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

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 / Wealth Advisor

Maredin Wealth Advisors was founded by Marcelo Zinn in 2005, after being head Portfolio Manager at Juresa Ltda (Brazil). Mr. Zinn has been managing individual portfolios and funds for over 19 years and has an exemplary record. His love for research and analysis of securities and macroeconomic cycles, combined with his interest in crafting investment strategies, is what helps differentiate Mr. Zinn's practice.

Mr. Zinn graduated from the University of Miami ("The U") with Dean's List recognition. He has lectured at the University of Miami and contributes to several investing publications including the Manual of Ideas and SeekingAlpha. He currently resides in beautiful Miami, FL with his wife and three children.

In addition to his analytical aspects, Mr. Zinn loves helping people. Being able to help clients with their financial futures is especially rewarding. This is what has always driven him and his passion for this career.

In his spare time, when not with family and friends, Marcelo loves reading, watching and playing sports (futbol and football), playing music, recently dinners, watching films, and making BBQ (steaks better than Fogo). Marcelo is a really big car nerd.

Our People

The Maredin Team

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

Marcelo Zinn

Marcelo Zinn

President / Wealth Advisor

Founder with 19+ years of portfolio management and investment expertise

MM

Mannie de la Maza

Financial Advisor

Independent professional dedicated to providing holistic financial solutions tailored to each client's unique needs

PS

Pratham Sharma

Administrative Support

Personalized support in financial analysis, research, and administrative tasks

Daniel Fernandez

Daniel Fernandez

Analyst

University of Miami finance and mathematics student supporting research, financial analysis, and investment strategy

DC

Deborah Clark

Accountant

Over 35 years of accounting experience managing back-office operations

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
Media

Videos & Insights

Market updates, investment insights, and educational content from the Maredin team. Stay informed with our latest commentary and analysis.

Featured

Market Update: Inflation

In-depth analysis on inflation trends and their impact on your investments

10 Principles of Smart Financial Decisions

Essential principles for making informed and disciplined financial decisions

Post Covid Investing

Strategies and insights for navigating markets in the post-pandemic landscape

The Power of Advisory and Boards

How advisory relationships and board involvement drive better financial outcomes

Get a Mortgage or Refinance

Key considerations and strategies for mortgage decisions and refinancing

Understanding SPACs

An in-depth look at Special Purpose Acquisition Companies and their impact

View All on YouTube
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. He has been a great resource in making strategic financial decisions, investing, legal matters, tax and much more. His expertise, strategic thinking, and personalized approach have been great for me.

Dave W.
Client
“

I highly recommend Maredin Wealth Advisors, which is quite different from the two major investment firms that previously managed my assets. What makes Maredin unique is Marcelo's personal attention, understanding, and advocacy for your specific situation. He genuinely cares about your life and wellbeing. Marcelo looks at your life as a whole and offers recommendations, advice, and personal help tailored to reach your life goals.

Cindy G.
Client
Contact Us

Contact Us

Meeting by Appointment Only

Maredin Wealth Advisors

Get in Touch
305-773-5308
marcelo@maredin.com
16132 SW 74th Place
Miami, FL 33157