Michael Most

Hello there 👋🏼 I'm Michael Most, and I've dedicated the past 27 years to the dynamic world of financial services. My journey began at American Express Financial Advisors, where I wore various hats, transitioning from Training Manager to District Manager and eventually finding my niche as a Private Wealth Advisor. In 2012, I was ready for a change and moved to LPL Financial, where I continued my role as a Private Wealth Advisor.

In August 2023, I embarked on a new chapter in my professional life by joining Savvy as a Principal Wealth Manager. This exciting move aligns perfectly with my passion for helping clients navigate the complexities of financial planning.

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Fort Lauderdale, FL

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How Michael works with clients
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I have always been driven by two simple questions: "How can I help?" and "How can I be useful to others?" These guiding principles underscore my approach to both professional and personal interactions.

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Michael’s published work

How can I help?

Investment Management

Strategic, data-driven investing for ambitious results.
End-to-end investment management including a focus on environmental, social, and governance (ESG) investing. My specialty is in helping clients invest in companies that align with their values, while still seeking to generate strong returns.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Personal Direct Indexing

Build your own personalized index portfolio based on your unique values with direct ownership of individual stocks. This allows for greater customization and effective tax loss harvesting.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Michael.

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Get to know Michael

Michael Most has dedicated the last 27 years to the ever-evolving landscape of the financial services industry. His professional journey commenced at American Express Financial Advisors, where he seamlessly transitioned from the role of Training Manager to District Manager, ultimately finding his niche as a Private Wealth Advisor. In 2012, he embraced a new chapter at LPL Financial, continuing his impactful work as a Private Wealth Advisor.

Beyond the numbers and charts, Michael is a devoted reader and perpetual learner, always seeking opportunities to expand his knowledge. Nature holds a special allure for him, and he finds solace in its beauty. When not immersed in the financial world, you're likely to find Michael on the tennis or pickleball court, where he thrives on the thrill of competition and the camaraderie it fosters. Michael's  journey of growth and fulfillment is driven by a genuine desire to make a positive impact on those around him.

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CONNECT WITH mICHAEL

Book a 30-min introductory call with Michael.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Schedule a call today