About

WealthAdvisor365 works with business owners earning $500k-$10MM who are balancing growth, taxes, and personal wealth.

We focus on the financial challenges entrepreneurs face: 

• optimizing entity structures 
• managing irregular cash flow
• planning for exits
• diversifying wealth beyond the business

Virtual-first practice based in Fort Lauderdale, with in-person meetings available locally.

Schedule Free Consultation: Get Started

Highlights:

• CFP® Professional – Fiduciary duty to put your interests first in all financial recommendations and investment decisions

• IRS Enrolled Agent – Federally licensed to represent clients before the IRS and handle complex tax matters

• Portfolio Management – Low-cost index funds and ETFs aligned with your business growth timeline and risk tolerance

• Financial Planning – Retirement, insurance, cash flow, and estate planning structured around your business ownership

• Tax Planning – Year-round strategies to reduce taxes on distributions, capital gains, and business income

• Tax & Wealth Under One Roof – Coordinated investment decisions and tax strategy decisions

• Fee-Only Service – Paid directly by clients, never through commissions or product sales

• Virtual Practice – Video meetings for clients nationwide; in-person available for Fort Lauderdale business owners