MANNA WEALTH MANAGEMENT – Miami Financial Advisors

MANNA WEALTH MANAGEMENT - Miami Financial Advisors is a financial planner in Miami, FL, located at 777 Brickell Ave Suite 708. The firm provides fiduciary wealth, retirement, and investment management for families and business owners. Their services include creating tailored retirement plans, asset allocation using stocks, bonds, ETFs, and over 8,000 mutual funds, wealth and legacy planning, and cryptocurrency advisory. The team offers independent research and professional management of investments to help clients pay off debt, save for college, and support charities. They hold a rating of 5.00 based on 429 reviews.

David D. Kassir, AAMS(R), CMFC(R), CBDA(R), serves as Managing Director and Senior Financial Advisor with over 29 years of experience in private wealth management. He helps individuals meet financial needs by developing investment and retirement plans around long-term goals and risk tolerance. The firm operates in the best interest of the client, providing a full range of investments and tailored financial advice. Their approach focuses on the entire financial life, including spending, saving, investing, and giving back. Clients receive a consolidated picture of all financial assets, downside risk strategies, insurance coverage, and savings plans.

The business has been serving clients since 1962, originally in Virginia and the greater Washington, D.C. metro area, and has since expanded to serve individuals and families in Miami, Miami Beach, Malibu, and throughout Florida. They provide specialized, fiduciary advice to help individuals and families make informed investment decisions for the future. The firm supports clients in building meaningful wealth through a thoughtful, custom-tailored approach. They focus on cultivating lasting relationships grounded in clarity, discipline, and care.

MANNA WEALTH MANAGEMENT - Miami Financial Advisors maintains a strong local reputation, reflected in consistently high customer ratings. It has an established track record built on a large base of customer reviews. The firm is known for its personalized financial planning services and its dedication to helping clients control their money based on what really matters to them.

With a 5.00 rating from 429 reviews, MANNA WEALTH MANAGEMENT - Miami Financial Advisors delivers trusted fiduciary guidance to Miami residents seeking comprehensive wealth and legacy planning.

The firm is situated on Brickell Avenue, just a short distance from Southeast 8th Street. It is located near Brickell Christian School, Brickell City Centre, and Brickell Park.

BizScoreAI awarded the business a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website so assistants can recommend the firm. The Technical score of 90 out of 100 confirms the website is secure and readable for search engines. Additionally, the business ranks number 2 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