Millares & Company PA LLC
Millares & Company PA LLC, located in Coral Gables, FL, provides holistic financial advice with a strong focus on ensuring clients' best interests are prioritized through a fiduciary standard. Their transparent, fee-only structure and commitment to utilizing third-party custodians offer clients additional peace of mind regarding the management of their assets.
The firm bases its investment strategies on well-established academic research, specifically the Efficient Markets Hypothesis and Modern Portfolio Theory. Millares & Company ensures credibility by aligning personal investments with those recommended to clients, reinforcing their dedication to prudent financial stewardship.
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