MEIRA | Financial Planning & Investment Management

A quality life.
Reimagined.

Our team combines decades of financial planning and investment experience with warmth, dedication, and empathy to enable our clients to reimagine life fully.

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A young man looking through a telescope.

Time-honored financial planning and investment management.

Working Together

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Great outcomes start with good people and good process.

Meet our People A young woman painting.

A young woman painting.

Navigating life together.

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Building Wealth

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Enjoying Retirement

Ready to Retire

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Life/Relationship Change

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Received an Inheritance

Insights

Linda Lubitz Boone, CFP®

President

September 28, 2021

What’s in a Name? The Lubitz Financial Group is now Meira!

The Lubitz Financial Group logo, a tree, was originally conceived after our founder Linda Lubitz Boone discovereda 1912 postcard to her great grandfather from his local bank.

Jorge Padilla, CFP®

Principal, Senior Client Advisor

September 26, 2021

Investing with Purpose: ESG, SRI, Values Based, and Impact Investing

It all started with a few clients wanting to ensure their money was helping to fund more developments that combat fossil fuel consumption.

Deborah Badillo, CFP®

Client Advisor

September 25, 2021

Shopping With Purpose

I am not a big shopper. That said, when I do shop, I look for presents that pay it forward. What do I mean by that?

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Featured in

Community conversation: Linda Lubitz Boone, CFP®

AdvisorEngine, August 2021

1.7 million Americans became millionaires in 2020: Millionaires now make up 8.8% of the U.S. population

grow, July 2021

6 potential pitfalls of Roth IRA Conversions

USA Today, September 2020

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Fully.

Happily.

Comfortably.

We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.

Reimagining life's defining financial moments. Together.^SM

Email

advice@meirawealth.com

Phone

Toll-Free

Fax

(305) 670-4448

Location

2525 Ponce de Leon Blvd.
Suite 300
Miami, FL 33134

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