The World Changers
The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future.
The World Changers · Miami , Florida
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About
At The World Changers, we help individuals and businesses take control of their finances, grow wealth, and secure their future. Through The World Changers Network, our financial education social network, we provide expert-led courses, resources, and a supportive community to help you build a strong financial foundation. But we don’t stop at education—we also offer real solutions to help you take action. The World Changers Agency provides financial planning, insurance strategies, and retirement solutions to protect your future, while The World Changers Investments helps you grow your wealth through smart investment opportunities. Whether you’re looking to get out of debt, save for a home, protect your income, or build a lasting legacy, we give you the tools, guidance, and support to make it happen.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Cross-border families
Services
- 401(k) & IRA Management
- Asset Allocation
- Debt Management
- Education Planning
- Exit Planning
- Financial Advice & Coaching
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Retirement Planning
- Risk Management
- Tax Strategy
- Wealth Management
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Financial Planning
- Family Wealth Transfer
- Executive Compensation
- Estate Planning
- College/Education Planning
- Business Succession Planning
- ESG/Impact Investing
Structured record
| Name | The World Changers |
|---|---|
| Firm | The World Changers |
| Location | Miami , Florida |
| Fee model | Percentage of Assets (AUM) · Subscription · Other (please specify) |
| AUM | Under $25M |
| Founded | 2023 |
| Firm size | 21 - 50 employees |
| Affiliation | Independent RIA |
| Designations | Series 65 · Other |
| Investment approach | Blend of both · Passive management · Active management |
| Website | https://theworldchangers.com/ |
| /theworldchangers/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Pension planning
- Sustainable & impact investing