Michelet Financial brings Fortune-500 financial discipline to Miami families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Miami's mix of business owners, international families, and high-net-worth retirees needs an advisor who integrates tax strategy with investment management, not a one-size-fits-all firm.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Miami investors and Miami-Dade County.
Comprehensive planning for Miami households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Miami professionals and owners preparing for the next chapter.
From Brickell entrepreneurs to retirees in Coral Gables, Miami clients value our fee-transparent, tax-coordinated approach and direct access to a senior advisor.
Yes - we work with clients throughout Miami and the surrounding South Florida, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Miami blends international business, real estate, finance, and a fast-growing tech and crypto scene across Brickell and beyond. International families and entrepreneurs benefit from cross-border and estate-aware planning.
Florida has no state income tax, drawing relocating high-net-worth families and business owners. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Miami, FL clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.