MANNA WEALTH MANAGEMENT – Florida Financial Advisors of Miami

MANNA WEALTH MANAGEMENT - Florida Financial Advisors of Miami is a financial planner in Miami, FL, located at 429 Lenox Ave. Suite 527. The firm provides retirement, financial, tax, and estate planning services to individuals and families in Miami, Miami Beach, Fort Lauderdale, Tampa, Coral Gables, and throughout Florida. Led by David Kassir, the team offers specialized advice including Social Security benefits planning, portfolio creation, estate planning, home buying guidance, and education funding. They also provide cryptocurrency advisory services and work with clients seeking family office services or assistance with women in transition. The firm offers complimentary initial consultations to help clients understand their financial situation and create a customized plan.

With over 29 years of experience in private wealth management, the firm operates under a fiduciary standard, meaning advisors are legally required to put clients’ best interests ahead of their own. The process begins with a detailed assessment of goals, risk tolerance, current investments, and future aspirations to build balanced, custom-tailored portfolios rather than using a one-size-fits-all approach. Advisors review tax returns, wills, investment accounts, income, expenses, and debt to define priorities such as legacy planning, retirement income, and children’s education. Plans are reviewed annually or as life circumstances change, ensuring strategies remain aligned with what matters most to the client.

The firm emphasizes education and transparency, helping clients understand investment options, downside risk strategies, insurance coverage, and asset allocation. David Kassir and the team guide clients through market shifts, offering ongoing support to adjust spending, saving, and investing as needed. They serve clients in the greater Washington, D.C. metro area and Florida, providing comprehensive, objective financial advice focused on long-term prosperity and peace of mind.

The business holds a 5.00 rating based on 429 reviews, reflecting a strong local reputation and an established track record built on a large base of customer feedback. This high volume of positive reviews underscores the firm’s consistent delivery of personalized financial guidance in South Florida.

MANNA WEALTH MANAGEMENT - Florida Financial Advisors of Miami brings decades of fiduciary expertise and a personalized, client-first approach to financial planning in Miami.

The firm is located on Lenox Avenue, just steps from 5th Street and near UHealth and Alton Road.

BizScoreAI awarded a perfect 100 out of 100 for discoverability, ensuring AI crawlers can find every page of the website so the business can be recommended by AI assistants. The technical score is 91 out of 100, meaning the site is secure and readable by search engines without errors. The business ranks number 1 of 17 Financial planner businesses that BizScoreAI has scored in Miami.

Services:

• Cryptocurrency Advisory
• Investment Advisory
• Professional Portfolio Management
• Retirement Planning
• Ultra High Net Worth Advisory
• Wealth & Legacy Planning
• Women & Wealth Services