What financial challenges are you facing?

When you are faced with life’s challenging transitions, you need a guide, a coach, a sounding board to help you make good financial decisions. The compassionate, experienced, professional financial planners at The Enrichment Group are there to support you, to offer sound financial planning advice, along with precision investment management strategies.


Your Professional Financial Planning and Investment Management Team

The Enrichment Group is a team of dedicated financial professionals committed to leading our clients through life’s most challenging transitions. When your normal order seems to fail, and the foundations of your personal and financial life are rocked, we offer real, complete, and lasting solutions. We help our clients move past challenging personal and financial obstacles, providing a sense of clarity in an increasingly complex financial world.

Ongoing comprehensive financial planning maintains our clients’ progress. Our professional investment management plan supports our client’s wealth management objectives, while minimizing risk at all times … helping our clients achieve “A Lifetime of Enrichment.”

Learn More About the Enrichment Group →

Contact Us

Contact Us

(305) 274-1600
7355 S.W. 87 Avenue
Suite 300
Miami, FL 33173

A Financial Services Firm You Can Trust

Proven Experience


Our financial planning and investment services firm has proudly enriched the lives of our clients and employees for more than 25 years.

Advice You Can Trust


Our transparent, fee-based compensation allows our team to provide the best financial advice without conflicts of interest.

Passionate People


Our employees are passionate about helping people build a solid financial future.

Credentialed Expertise


Our credentialed team consists of 4 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, and 4 Registered Paraplanners.

Our Latest Financial Articles

Did Congress Just Kill Your Social Security Strategy?

October 30th, 2015 by

If you were hoping to execute a ‘File and Suspend’ collection strategy of your Social Security benefits, you only have a few months remaining. Under this week’s budget legislation, Congress is killing off the various “File and Suspend” and “Restricted Application” strategies to allow spousal and dependent benefits to be paid while still earning delayed […]

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Market Review Fall 2015

October 20th, 2015 by

The third quarter came in like a lamb and went out like a lion, as the return of volatility hit risk assets hard across the globe. As in previous quarters, emerging market stocks and commodities suffered double digit declines as markets continue to deal with the end of the commodity super-cycle and the mix of […]

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5 Things You Need to Know About the New FAFSA Rules

September 29th, 2015 by

We are pleased to share with you an article written by Mike Green, a Wealth Manager at Pinnacle Advisory Group. We invite you to share it with anyone who may be interested, especially those with family in high school or college. As always, please call us if you have any comments or questions. 5 Things […]

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