Financial Advisors
Miami, FL
Guerra Wealth Advisors is an independent fiduciary financial advisory firm in Miami managing over $600 million for thousands of clients. Founded by brothers Sebastian and Fabian Guerra, the firm specializes in comprehensive retirement planning through their proprietary 5-step Guerra Freedom Plan, which focuses on increasing returns, reducing taxes, and protecting legacies. With nearly 40 years of combined experience, they help South Florida families transform their approach to retirement by aligning financial strategies with individual goals and values.
Ideal for: Families approaching or in retirement, high-net-worth individuals seeking tax optimization, business owners planning succession, retirees concerned about income sustainability
Service area: Miami and South Florida
Independent Fiduciary Status: Proudly independent with fiduciary obligation to clients' best interests, not commissions or corporate products.
Proprietary Retirement Framework: The Guerra Freedom Plan is a structured 5-step process designed specifically to help families make work optional and achieve true retirement readiness.
Significant Assets Under Management: Manages over $600 million for thousands of clients, demonstrating substantial experience and client trust.
Address: 6401 SW 87th Ave #119, Miami, FL 33173
Phone: (305) 448-1011
Website: guerrawealth.com
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