Michael J. Silver CFP®, AEP®, CLU
Michael started his career in 1994 with a major insurance company. In 1997, he left his position with the insurance company in order to pursue his dream of providing comprehensive wealth management to high net worth investors seeking independent, objective and impartial guidance.
With his team, Michael consults with clients to help architect and implement their financial plans and investment portfolios. Michael is passionate about educating and guiding his clients through all of the complexities of personal finance including investments, taxes, cash flow generation, insurance and estate planning to create a truly comprehensive and well-thought-out financial plan.
He currently holds a number of industry certifications including: CFP® (Certified Financial Planner) from the Certified Financial Planner Board of Standards, Inc. (CFP® Board), AEP® (Accredited Estate Planner) awarded by the National Association of Estate Planners and Councils, and CLU (Chartered Life Underwriter) from the American College.
Michael has been named to Barron's list of America's Top 1,200 Advisors, Forbes Best-In-State Wealth Advisors, and to the Forbes Top Registered Investment Advisory Firms.
Michael is a sought-after speaker that has presented on a variety of topics including: portfolio management, financial planning, charitable planning, tax planning, and estate planning. He is currently an adjunct professor at Florida Atlantic University and a member of the Boca Raton Estate Planning Council.
