Clarity and Confidence for Your Financial Future

Mendoza Private Wealth provides independent fee-only financial planning for successful professionals, business owners and affluent individuals in Miami.

The Passion Behind the Planning

At Mendoza Private Wealth in Miami, FL, we blend extensive experience with top industry credentials to protect, grow, and transfer your wealth.

As fiduciaries, we craft tailored strategies that reflect your unique goals, empowering you to shape your financial future with confidence. Beyond just creating a plan, we offer ongoing support for every aspect of your financial life, helping to enhance your overall financial well-being and that of your loved ones.

My Professional Designations

Comprehensive Wealth Management

Whether you are a successful professional, an affluent family, or a small business owner, we are here to craft customized financial strategies that pave the way for a successful and prosperous retirement. Your journey to financial clarity and confidence starts here.

Financial Planning

Our comprehensive financial planning services guide you toward your goals with clarity and confidence. We specialize in asset allocation, tax strategies, and cash flow management, integrating your personal and professional objectives to help build wealth and protect assets.

Investment Management

Our tax-aware investment management aims to optimize returns while outrunning the costs of inflation, fees and taxes. We also specialize in inheritance and sudden-wealth planning, offering guidance for smooth transitions and effective management of newfound assets.

Retirement Planning

Our retirement plan consulting helps business owners and professionals maximize contributions and minimize taxes for retirement stability. We tailor approaches for managing retirement assets to meet your cashflow needs and comply with required distributions.

Your Financial Partner: From Career Success to Family Legacy

Professionals

Affluent Families

Business Owners

Professionals

We specialize in guiding successful professionals, particularly in the medical and legal fields, through complex financial landscapes. With tailored strategies for high-income earners, we address unique challenges such as lifestyle spending, funding education, and catch-up retirement planning for those in demanding careers. Our approach combines in-depth industry knowledge with personalized financial solutions, helping to support clients from their most productive years through retirement.

Affluent Families

We provide tailored financial guidance to affluent individuals and families and their respective trusts, estates, beneficiaries, foundations, endowments, and pension plans. Our expertise spans retirement planning, tax optimization, and trust and estate distributions, addressing the unique challenges of wealthy families. Sudden wealth and inheritance is often an area of focus for our clients, as we help them integrate new assets into their long-term financial plans, turning complex financial situations into clear, actionable strategies.

Business Owners

Mendoza Private Wealth provides expert financial guidance to self-incorporated business owners such as medical practices, law firms, and insurance agencies. We excel in creating custom retirement plans for the benefit of all plan participants while delivering comprehensive wealth management to the owners. We help you retain your best talent while maximizing contributions in order to amplify tax deductions.

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Meet Your Financial Advisor

Iván M. Mendoza, founder of Mendoza Private Wealth, brings over two decades of experience in financial services to guide clients through their financial journeys with confidence. As a first-generation American from a Peruvian family, Iván combines his unique personal background, psychology degree, and extensive professional training to approach financial decision-making with clarity and objectivity. With a deep commitment to understanding each client’s personal “why,” Iván crafts tailored financial plans that align with their unique goals, lifestyle, and aspirations, focusing on protecting, building, and transferring wealth while empowering clients to take control of their financial futures.

The CFA credential is the most respected and recognized investment designation in the world. To obtain the CFA designation, candidates must pass Levels I, II, and III of the CFA Program, accrue the required work experience, and be approved as a regular member. Earning the CFA charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.

Start Your Path Toward Financial Self-Discovery

Book a Fit Meeting today and let’s explore how we might work together. It’s a no-obligation way to see if we’re the right fit for your financial journey.