Millares & Co Pa Llc

Who We Are

At Millares, we are a family-owned business committed to providing holistic financial solutions to individuals, families, businesses, foundations, and non-profits. For over three decades, our team of experienced professionals has been dedicated to helping our clients achieve their financial goals. Our founding values emphasize the importance of understanding each client's unique needs and goals, and our team takes a personalized approach to financial planning and wealth management.

Our Services

At Millares, we offer a wide range of services designed to help our clients achieve their financial objectives. We provide expert advice on tax planning, personal financial planning, wealth management, and wealth transfer. Our team of Certified Public Accountants, Certified Financial Planners, Personal Financial Specialists, and attorneys work together to provide comprehensive guidance and support.

Fiduciary Services

As a fiduciary-focused firm, our primary goal is to act in the best interest of our clients. We adhere to the highest standards of ethics and professionalism, ensuring that we always prioritize our clients' needs above our own. Our fee-only structure means that we do not receive commissions for promoting specific investments, and we only recommend products that align with our clients' goals and objectives.

Retirement Planning

Our team has extensive experience in retirement planning, using a variety of strategies to help our clients achieve their retirement goals. We work closely with our clients to understand their financial aspirations, investing preferences, and risk tolerance, and develop personalized plans to help them achieve a secure and prosperous retirement.

Wealth Transfer

We understand the importance of proper estate planning and wealth transfer strategies. Our team is dedicated to helping our clients protect their assets and transfer wealth to future generations. We work closely with our clients to develop tailored estate plans, including wills, trusts, and other essential documents.

Community Involvement

At Millares, we believe in giving back to our community. We are proud to support various charitable organizations, including Feeding South Florida and the Lotus House Women's Shelter. Our team members are actively involved in these organizations, and we proudly contribute to their causes through fundraising events and donations.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and personalized attention to our clients. With a combined expertise in accounting, finance, and law, our team is equipped to address a wide range of financial concerns and goals. We take a collaborative approach to financial planning, working closely with our clients to develop personalized plans that align with their unique needs and objectives.

Contact Us

If you would like to learn more about our services or would like to schedule a consultation, please feel free to contact us. We look forward to the opportunity to work with you.