For over 30 years, we’ve loved coming to work and making a positive difference in our clients' financial lives.

Day in and day out, serving our clients is our oxygen — offering quality advice, time-honored financial planning and investment management, and (most importantly) through enabling a reimagined view of what financial success means for our clients.

Deborah Badillo working at her desk
Jorge and Vladimir having a conversation
Jorge and Vladimir having a conversation
Our people

Decades of success, renowned in the industry, with special, long lasting relationships with clients — this is the team that provides clear paths to a reimagined future.

Deborah Badillo Headshot
Deborah Badillo, CFP®
Client Advisor
I work closely with the advisory team in all matters relating to financial planning, portfolio management, and supporting the development of our in-depth planning expertise...
Linda Lubitz Boone Headshot
Linda Lubitz Boone, CFP®
How did I get so lucky? I have found a profession in which I can truly be impactful in helping people have better lives...
Vladimir Filipovic headshot
Vladimir Filipović, MBA
Client Experience Manager
I aim to be an augmenter of efforts in my role at Meira whether to our wonderful clients or our brilliant advisors...
Rubina Headshot
Rubina Hossain, CFP®
Client Advisor
The core values of Meira—integrity, putting the client first, compassion, resourcefulness, creativity, setting a high bar and positivity—are what...
Clint McCalla, CFP®
Senior Client Advisor
I am incredibly fortunate to be part of a profession that allows me to make a measurable difference in people’s lives every day.
Zoe Morton
Client Service Associate
In my role at Meira, I have had the privilege of discovering opportunities through unexpected connections, underscoring the smallness of our world.
Jorge Padilla, CFP®
CEO, Senior Client Advisor
One day, I just walked through the front door determined to make a positive difference in people’s financial lives through good financial planning...
Our story
From our roots as The Lubitz Financial Group to Meira, learn about the inspirations behind our unique approach and visual language.
Our values
Our core values are the words we live by and define our relationship with our clients and each other.
Our process
See how we’ll work together, step-by-step, as we establish our relationship, define goals, plan, implement and optimize.
Our promise
We are an independent financial advisory firm and have been since our inception. We are compensated only from the transparent fees our clients pay us.
In the community

Our future is brighter, together. We believe that with abundance comes great responsibility. As a result, we endeavor to share that love and resource back with our communities.

Here are some of the organizations we support. If you have any interest in these organizations, please let us know. We’d love to share and work together to make this world a better place!
Savvy Ladies LogoSavvy Ladies LogoArts at St. John logoHistory Miami Museum logo
Feeding South Florida LogolMovember logoThe Women's fund Miami-Dade logoYoung Partonesses Opera logoMactown logoThe Commonwealth Institute logoInformed Families logoFlorida Lions Eye Bank logoEstate Planning Council logo
Beauty of Sight logoFoundation for Financial Planning logoFinancial Planning Association LogoMiami City Ballet LogoIlluminArts LogoFriends of Miami-Dade Public Library LogoEpilepsy Alliance America Logo
We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.
Let's talk

Reimagining life's defining financial moments.  Together.®

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(305) 670-4448
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