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 →


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 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

Why You Should Not Be Afraid Of Stock Market Corrections

July 29th, 2014 by

The following article is written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information.  Feel free to share this with anyone you know who is interested in investments.   At of the end of June, the Standard & Poors 500 index has completed 32 full months without a correction of [...]

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Market and Economic Commentary – July 2014

July 25th, 2014 by


The Right Track  As expected, returns so far in 2014 for global stock, bond and commodity markets reflect normalized fundamentals, a welcome change from the chronic anticipation of improving conditions that has been the norm for years. Below we assess the primary market drivers and their ability to support future growth.   Recent Performance The [...]

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Why Do So Many Of Our Young Adults Find It So Difficult To Make Their Own Way?

July 9th, 2014 by

An astonishing 75% of young men ages 18-34 and 59% of comparably-aged daughters are receiving some type of financial aid from their parents, according to a new survey from Harris Interactive and the account aggregation firm Yodlee. This survey gives us some very telling statistics about sons, daughters and financial independence. This information is absolutely [...]

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