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 customized, 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 →

SECURITIES OFFERED THROUGH WESTMINSTER FINANCIAL SECURITIES INC MEMBER FINRA, SIPC

Contact Us

Contact Us

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

A Financial Services Firm You Can Trust

Proven Experience

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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

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

Passionate People

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

Credentialed Expertise

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Our credentialed team consists of 5 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, 1 CPA/PFS, 1 Certified Financial Divorce Analyst (CDFA) and 3 Certified Paraplanners.

Our Latest Financial Articles

Market and Economic Commentary — July 2015

July 17th, 2015 by

Stay The Course Summary This market has been beset by one event after another, with various cross-currents muting recent performance. However, the uneven and often frustrating global economy continues to slowly evolve and grow, and should eventually lead to progress for patient investors. Our outlooks for the second half of 2015 remains constructive, as we […]

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Greece… Greece… and more Greece…!

June 19th, 2015 by

So, what if Greece actually defaults on its debt? And, what if we do see a “Grexit” from the European Union (“the EU”)? What if it is forcibly removed from the EU? Financial troubles in Greece are very serious and certainly point to the possibility of these actions. In this article we provide our most […]

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Peter Lowden Appointed to the Key Biscayne Investment Advisory Committee

Congratulations to our Chief Investment Officer Peter Lowden, who was recently appointed to the Key Biscayne Investment Advisory Committee by the Mayor and Council of The Village of Key Biscayne.  Key Biscayne is an incorporated suburb of Miami, Florida, and is where Peter resides. The purpose of this volunteer advisor committee is to provide recommendations […]

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