About Our Firm
Aventura's Trusted Financial Advisors
Located in the heart of Aventura, Beseder delivers comprehensive financial strategies tailored to your unique goals. Our team combines technical expertise with personalized service to help businesses and individuals thrive.
Certified Professionals
CPA, CFP®, and CFA credentialed advisorsProven Strategies
Data-driven financial planningClient-Centered
Tailored solutions for every situation750+
Satisfied Clients30+
Industry Awards20+
Years Experience150+
Business PartnersWhy Choose Us
The Strategic Advantage Your Finances Need
At Beseder, we combine market expertise with personalized service. Our holistic approach ensures every financial decision aligns with your long-term objectives—all while minimizing risks and maximizing opportunities.
View Our ServicesComprehensive Planning
We analyze all aspects of your financial picture for optimal results.
Fiduciary Standard
Legally obligated to act in your best interest at all times.
Performance Tracking
Transparent reporting with quarterly progress reviews.
Our Services
Strategic Advisory Solutions
Business Advisory
Strategic guidance to optimize operations, growth, and profitability for businesses of all sizes.
Financial Analysis
Exit Planning
Succession Strategies
Investment Management
Customized portfolio strategies aligned with your risk tolerance and financial objectives.
Asset Allocation
Diversification Strategies
Performance Monitoring
Tax Optimization
Proactive planning to minimize liabilities while maintaining compliance.
Entity Structuring
Deduction Strategies
Year-Round Planning
Retirement Solutions
Comprehensive plans to ensure financial security throughout your golden years.
401(k) Optimization
Income Planning
Legacy Strategies
Our Team
Meet Our Expert Advisors
Michael Rodriguez
Founder & Managing Partner
Sarah Goldstein
Senior Wealth Advisor
David Chen
Tax Strategy Director
Client Testimonials
What Our Clients Say About Us
Robert Silverstein
Real Estate Investor
Elena Martinez
International Business Owner