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.
Living in Miami presents a unique set of financial planning challenges that standard, one-size-fits-all advice simply cannot address. From the volatility of the real estate market and the prevalence of self-employment in industries like hospitality, tech, and international trade, to the complexities of multi-state or dual-residency tax situations, Miami residents face a distinct economic landscape. The cost of living continues to climb, yet many households deal with irregular income streams, making traditional budgeting and long-term planning difficult. Add in the allure of lifestyle spending and the need to navigate Florida’s specific tax advantages (no state income tax, but significant property and sales tax considerations), and it becomes clear that a tailored, strategic approach is essential—not optional.
At Michelet Financial (Big Ass Tax Returns), we’ve embraced a virtual and remote advisory model that is perfectly suited for Miami’s fast-paced, digitally connected lifestyle. Our process is straightforward: we meet via secure video conferencing, share screens to walk through your financial picture in real time, and use encrypted portals to handle documents and signatures. This isn’t just convenient—it’s highly effective. It allows us to work with clients whether they’re at their Brickell office, at home in Coral Gables, or traveling abroad. Without the overhead of a physical storefront, we pass those savings directly to you through complete fee transparency. You get the same deep expertise and personalized attention as a traditional firm, but with greater flexibility and no hidden costs.
Our service lineup is built specifically for the Miami client. For tax strategy, we go beyond simple filing—we proactively structure your business and investments to minimize liability, leveraging Florida’s tax-friendly environment while ensuring compliance with federal and international rules. Our wealth management services focus on growing and protecting assets in a market that can shift as quickly as the weather, with an emphasis on liquidity and diversification. For retirement, we design plans that account for the high cost of coastal living, helping you build a portfolio that can sustain your lifestyle without forcing you to leave the city you love. Whether you’re a young entrepreneur in Wynwood or a retiree in Key Biscayne, our advice is grounded in your reality, not a generic template.
Your financial future deserves more than a checklist—it deserves a partner who understands Miami’s rhythm and your personal goals. Don’t navigate the complexities of wealth, taxes, and retirement alone. Call us today at (225) 396-5511 to schedule a no-obligation consultation. Let’s build a plan that works as hard as you do, with total transparency and zero surprises.