meet the advisors

 
 

Anthem Advisors

After years of servicing high net-worth families at some of the largest Wall Street firms, we decided to build a firm that would help clients reach their financial goals through in-depth financial planning and through a fiduciary model.  That means that our client relationships begin with a focus on asset protection and risk management; and for our clients who are business owners, proper succession planning.  Every member of our team is unified around one purpose:  to help you attain your goals and secure your future. 

Alexander Tecle, MBA, MTAX
Charles Zimmerer, Esq., CPA
Jimmy Gonzalez, CRPC®

Our Main Office —
117 NE 1st Avenue 5th Floor
Miami, FL 33132
(305) 482-3002

We also have 6 by appointment only locations in South Florida. Contact us to schedule a time at an office near you.

 
The team at Anthem Advisors