Your Family Fiduciary

Consider Millares Your Family Fiduciary™. For over three decades we have provided holistic financial solutions to individuals, their families, businesses, foundations and non-profits. Founding Partner Maria R. Millares, CPA, her two sons Ruben Millares CPA, CFP®, PFS and Javier Millares, Esq., excel in the areas of tax planning, personal financial planning, wealth management and wealth transfer. When you work with us, you are not just a client, you become a part of the family, whom you can count on for personal advice and guidance. Our fiduciary responsibility as wealth and tax advisors ensures that we are continually acting in your best interest. We pride ourselves on always serving our clients in an ethical and professional manner with the ultimate goal of helping you achieve the financial well-being that comes with having your financial house in order.

Why Millares?

We are as committed to your family as we are to ours. Our founding principles dictate that we invest in understanding what makes you uniquely you. Understanding who you are is paramount to creating a customized and truly personal financial plan that will help you achieve your goals. Together we can find synergies in your personal and professional life and put this insight to work for your financial benefit. Our diverse team of professionals will each bring their specialized perspective, including tax planning, to create a 360° view of your financial position, sensitive to how taxes can affect your investments and inversely, how those investments can affect your tax situation. Our fiduciary standard of business dictates that our client's best interest always comes first. Let our experienced team of Certified Public Accountants, Certified Financial Planners, Personal Financial Specialists and Attorney exceed your expectations. Millares is Your Family Fiduciary™.

Fiduciary
  • We are held to the “Fiduciary” standard of care
  • Our clients’ best interest always comes first
  • In contrast to the “suitability” standard of brokers
Fee Only
  • We provide transparent “Fee-Only” advice
  • Our fee is based on a percentage of the money we manage
  • We do not make commissions for recommending specific investments
Third-Party Custodians
  • Our clients’ assets are custodied with qualified third-parties
  • Client assets are always held by a third-party custodian such as Charles Schwab & Fidelity
  • Provides an added layer of comfort that your assets are safe
We Follow Our Own Advice
  • We invest our personal assets based on the same principles and in the same securities we recommend to our clients
  • We would never advise a client to invest in something we would not invest in ourselves
  • Our personal investment statements are available for your review
Academic Research
  • Our advice is based on academic research, not on opinions
  • Two Nobel Prize winning concepts form the foundation of our philosophy
  • Efficient Markets Hypothesis and Modern Portfolio Theory

Community

Millares believes in giving back. We believe it is both a privilege and a responsibility for an organization to be charitable, and we practice what we preach. Maria Millares is proud to have served on the Board of Directors of Feeding South Florida for 20 years, including two terms as its President. Feeding South Florida rescues and distributes more than 40 million pounds of food per year through direct-service programs and a network of nonprofit partner agencies, including soup kitchens, food pantries, homeless shelters, and group homes. This organization also leads hunger and poverty advocacy efforts and provides innovative programming and education. The Millares family has independently raised over $1,000,000 for the organization. As a firm, Millares also encourages its team members to contribute to this cause through their payroll withholding program and generously matches their contributions dollar for dollar. We are very proud to say that we have 100% participation among the team at Millares.

Millares continues to be a long-time supporter of the Lotus House Women’s Shelter which serves the women and children of Miami’s Overtown neighborhood. Maria Millares serves on its Board of Directors while Ruben Millares is proud to be one of the organization’s Young Leaders. Lotus House is an organization dedicated to improving the lives of homeless women, youth and children. They provide sanctuary, support, education, tools and resources that empower and heal so they can learn, grow and blossom and achieve their true potential. Through annual donations and participation in their annual fund raisers, Millares has made an impact on the lives of many abused women and children within our community. Ruben Millares, also an accomplished visual artist, donates his work and is a featured performance artist at each of the shelter’s annual art focused fund raisers. Along with his partner, acclaimed conceptual and visual artist Antonia Wright (also a Board member), they generously host and teach contemporary art study programs for shelter residents.

Millares Revolves Around You

Millares is a full-service wealth management and tax advisory firm that truly cares about you. Our holistic financial advice always centers on your unique situation. Our services and our team are built around your needs.

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