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“Financial independence is not just about accumulating wealth; it is about mastering the art of managing and leveraging it wisely.” – Attributed to Confucius.
At Brickell Financial Group LLC, we’re not just advisors but partners in your financial success. Our commitment extends beyond creating a plan. We regularly review your financial plan, tax strategy, monitor market trends, and assess investment performance. With advanced financial planning software, we optimize your plan and recommend adjustments as needed for changing economic and personal financial conditions.
Through creative planning, Brickell Financial Group guides globally oriented families, pre-retirees, and small business owners in making informed investment decisions to achieve their financial objectives. We are a passionate group that love helping people reach their financial independence and achieve their fullest financial potential.
We empower high-earning individuals, small business owners, and pre-retirees to make informed financial decisions.
We serve you, small business owners looking to save $10k to $30k in taxes per year
Pre-retirees 50+ years or older looking to retire 3-5 years earlier
High earners seeking to accelerate their path to financial freedom
Brickell Financial Group has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Pedro Gomez, a highly experienced CFP® professional and licensed Financial Advisor, is working to revolutionize the private client experience. With over a decade of expertise and a background working for prominent investment banks, Pedro founded Brickell Financial Group LLC to bring unparalleled financial services typically reserved for ultra-high-net-worth individuals at traditional private banks to a broader audience.
Pedro’s passion lies in listening to his clients, understanding their unique aspirations, and crafting personalized financial strategies to turn their dreams into realities. Beyond his professional pursuits, Pedro seeks inspiration through world travel, engaging in thrilling sports like snowboarding, kite surfing, Brazilian Jiu-Jitsu, running, and surfing. He also enjoys expanding his knowledge through avid reading.
Pedro also shares valuable insights on his financial blog, www.GlobalFinancialPlan.com, to help others beat the rat race and live their best lives. Some of the books most influential to him are, “The Constitution of Liberty” by F.A. Hayek, “Mastery” by Robert Greene, “Lords of Finance” by Liaquat Ahamed, and “Security Analysis” by Benjamin Graham.
Pedro Gomez is not just a Financial Advisor; he is a catalyst for change, empowering individuals from all walks of life to achieve their financial aspirations and embark on a path of true financial independence.