Barnett Capital Advisors

Barnett Capital Advisors is a financial planner in Miami, FL, located at 444 Brickell Ave STE 820. The firm provides personalized financial planning, retirement planning, wealth management, and investment management services. Its client base includes high-net-worth individuals and families, retirees and pre-retirees, business owners, professional athletes, institutions, and eligible non-U.S. investors. The firm holds a rating of 4.50 based on customer reviews. Andrew Carrillo serves as the President and Founder. He has more than 18 years of financial-services experience and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Accredited Wealth Management Advisor℠ and Chartered Retirement Planning Counselor℠ designations. Carrillo earned his degree in International Affairs with a focus on Finance from Florida State University and completed the Portfolio Management and Investment Strategies Program at the Wharton School of the University of Pennsylvania. The firm operates as an independent, SEC-registered investment adviser and acts as a fiduciary. The firm’s approach centers on a disciplined strategy for active management and goal-based financial security planning. Services include comprehensive financial planning, retirement and income planning, asset protection, and tax-efficient wealth creation. The firm assists clients in managing debt, preparing for education costs, and securing benefits for employees. For international clients, Barnett Capital Advisors offers tailored portfolio management designed to navigate U.S. investment opportunities while addressing currency risks and regulatory compliance. The team collaborates to identify investment opportunities across various market conditions. Melissa Perez-Rizzo serves as Senior Executive Assistant. She manages account maintenance, fund transfers, and new account setups. She is fluent in both English and Spanish. Barnett Capital Advisors has served clients for more than 15 years. It coordinates financial planning, retirement planning, and active investment management around each client’s specific goals, risk tolerance, income needs, and tax considerations.

Barnett Capital Advisors is situated on Brickell Avenue, just steps from the Brickell Avenue Bridge. The office is also near the Brickell Mausoleum and within walking distance of Miami Circle at Brickell Point and Brickell Park.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, which means the website clearly describes its services and answers customer questions so AI assistants can quote it directly. The firm received a Technical score of 92 out of 100.

Services:

• Hedge Fund Management
• Investment Management
• Non U.S. Investor Portfolio Management
• Retirement Planning
• Wealth Management