Omar A. Morillo, CFP®, ChFC®, AIF®
Delivering a Boutique Wealth Planning Experience for Entrepreneurs & Executives
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Serving Clients Nationwide
Delivering a Boutique Wealth Planning Experience for Entrepreneurs & Executives
Areas of Focus
- Alternative Investments
- Capital Gains
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Omar A. Morillo, CFP®, ChFC®, AIF®
Hi, I'm Omar A. Morillo. I am the founder of Imperio Wealth Advisors.I strongly believe in simplifying the complexities of strategic wealth planning and management for my clients to help them achieve their goals. Throughout my career, I have dedicated much time to continual learning and improvement of my abilities to serve the complex needs of my many affluent clients adequately.
Before launching my firm, I spent years working at large financial institutions. I realized that my clients’ needs around tax efficiency, risk management, asset protection, and retirement planning required a custom approach in each scenario. However, the architecture within some traditional financial institutions only provided for a one-size-fits-all approach to wealth management.
For this reason, I started a firm that can deliver the boutique and individual feel that my clients have always loved on the front end. At the same time, we incorporate the institutional resources of a wealth management firm on the back end.
After completing my undergraduate degree in supply chain management, I completed the Executive Certified Financial Planner Post-Graduate Program at the University of Miami. I am an Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) professional.
I want to assist our clients in respectful accordance with their values. I know that for those of us with shared ideals of family, community, and time freedom, money is a means to provide for more time spent on those people, causes, and things we love. Our why is always the driver for every decision.
I am married to the woman of my dreams and live in South Florida with her and our two beautiful children. I’m a dog person and have a rescue dog named Choco. My family and I love to travel together. Now you know my why.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
Primary Location
3350 SW 148th Ave, Suite 110 Miramar FL 33027
Additional Locations
📍 4531 Ponce De Leon Blvd, Ste. 200 Coral Gables FL 33146
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form. An advisor from the Imperio Wealth Advisors team will reach out to schedule a call with you. We look forward to speaking with you.Offers Investment Management
Yes
About Imperio Wealth Advisors
Imperio Wealth Advisors was founded with the desire to take an intentional, structured approach to wealth advice for highly compensated entrepreneurs and professionals.The name Imperio translates as “Empire” across a few languages and speaks to the reality that entrepreneurs and executives set out to “rule their domain” across one or multiple enterprises. Therefore, it is essential that we seek to deploy solutions to maintain dominion over your hard-earned wealth to achieve your goals.
When you work with our firm, together, we’ll help you take control by implementing strategies designed to reduce tax overpayments, grow asset and wealth accumulation as well as prioritize protection and efficient distribution of wealth.
For example, wealth planning for high earners requires innovation around implementing retirement savings. Contributions to traditional retirement plans, such as 401(k)s, won’t move the needle. We leverage defined benefit plans such as cash balance and private pensions for entrepreneurs looking to save a substantial amount for retirement. In addition, using trusts and other legal structures, our goal is to significantly improve the protection of your assets from creditors and predators.
In addition, we can collaborate with tax professionals who offer complex, year-round, proactive tax planning to help our clients keep more of what they earn. We can also leverage the legal expertise of our network and help increase the privacy of our clients’ assets by advising on the most efficient legal structures to protect their wealth. Due to the unique nature of their incomes and tax and liability exposure, we believe the average approach to wealth advice won’t suffice, so we, in turn, provide alternatives focused on maximizing savings to facilitate early retirement.
We believe that long-lasting relationships with our clients are built on mutually beneficial transparency and integrity. For that reason, we at all times act in our clients’ best interests to help them create a secure financial future.
Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Imperio Wealth Advisors is a separate business entity used for marketing purposes. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. Registration of an investment advisor does not imply a certain level of skill or training. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest.
Education
University of Miami, Executive Certified Financial Planner (CFP®) Certificate Program | Broward College, Bachelor of Applied Science: Business, Logistics, Supply Chain Management
Languages
- English
- Spanish
Hobbies and Interests
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investors
- Physicians
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
An advisor that gives real value
Absolutely amazing!!!
It is Simply wonderful working with Omar
President
Great service
Recommending Omar Morillo
MD
This is your guy great person to work with very happy
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