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

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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Not All Bear Markets Are Created Equal

September 15th, 2015 by

We are pleased to share with you a recent market update written by Rick Vollaro, Chief Investment Officer of Pinnacle Advisory Group. Rick and his team believe this is a time to be more defensive in client investment portfolios, and we certainly agree. You have seen the results of this thinking in your own portfolio, […]

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Our Response to Recent Market Events

August 27th, 2015 by

[This post is written by Rick Vollaro, Chief Investment Officer at Pinnacle Advisory Group, Inc. In September 2015, we combined businesses with Pinnacle and will now be featuring some of their articles and posts on our blog.] It is hard to believe that in three trading days, the market has penned its first 10% correction […]

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