When seeking a trusted advisor to serve as your financial partner, there are many factors to consider. Finding the right fit is essential for your financial independence and well-being. There are many characteristics we believe set us apart and make us stand out among other advisory firms – differences that make for an uncommon client experience and have allowed us to evolve into a practice designed to meet your needs and exceed your expectations.
The Aventura Family Office team has more than 80 years of combined experience in financial services. David Hill and Susan Dingle both hold the professional designations of Chartered Financial Consultant® as well as CERTIFIED FINANCIAL PLANNER™ practitioner, one of the most respected credentials and a recognized standard of excellence in personal financial planning. Anthony Love, a CPA and Investment Advisor Representative, adds further depth to the team.
Our clients always come first at Aventura Family Office. We are family oriented and relationship driven, and firmly believe in doing the right thing for the families and individuals who have entrusted us with their financial matters. We have built a well-established reputation for knowing and sensing the needs of clients.
We are well-equipped with the knowledge and services to address all the financial priorities in your life – from managing and preserving your wealth, to leaving a legacy for your loved ones. Our holistic, multigenerational approach means we are here for every milestone of your life and every member of your family.
Our affiliation with Raymond James is another important part of how we serve our clients. Its unique culture of independence gives us complete freedom to offer objective, unbiased advice. The firm’s 3,500 professionals provide the support and resources we need to best serve the needs of our clients.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.