Foldes Financial Management is a well-established wealth management firm based in Miami, FL, with over 35 years of experience in financial planning and investment management. Their team of 35 professionals, including 19 CFP practitioners, advises on $2.6 billion in assets, offering personalized services to executives, professionals, retirees, entrepreneurs, and young accumulators.
Specializing in goals-based investment management, portfolio construction, risk management, and asset allocation, Foldes Financial Management prides itself on its commitment to quality client services and fiduciary duty of care. With a focus on integrity and personalized financial planning, they aim to help clients achieve their strategic wealth management goals and navigate life's financial transitions with confidence.
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