Mendoza Private Wealth is an independent, fee-only financial advisory firm based in North Miami, Florida, serving clients in South Florida and nationally. As a registered investment adviser and fiduciary, the firm provides individualized guidance designed to help clients protect, build, and transfer wealth. Its services include comprehensive financial planning, tax-aware investment management, retirement planning, tax planning, and estate planning.

The firm works with successful professionals, affluent individuals and families, and small business owners, including clients in medical, legal, and other demanding fields. Its planning addresses goals such as managing cash flow, funding education, preparing for retirement, optimizing taxes, and coordinating trusts and estate distributions. Mendoza Private Wealth also advises on inheritance and sudden wealth, and helps business owners develop retirement plans for themselves and their employees.

Founded by Iván M. Mendoza, who brings more than two decades of financial-services experience, the firm emphasizes tailored strategies that connect financial decisions with each client’s goals and circumstances.