Action expresses priorities.
- GANDHI
What We Do
Planning and executing, comprehensively
At Aadira Group we believe that every family deserves a comprehensive financial plan. Comprehensive: where investments and assets are not managed in isolation, but within the context of risk, retirement, and legacy objectives, and in ways that make maximum use of the provisions in the ever-changing tax regulation landscape.
Who We Are
Amvit Morris, CFP®
Amvit founded Aadira Optimal Asset Group (Aadira Group) in 2021 in Davie FL, having practiced in wealth management for years prior to that. Amvit is a CERTIFIED FINANCIAL PLANNER® professional as well as a Chartered Financial Consultant® and an Enrolled Agent with unlimited practice rights before the I.R.S. Amvit is also a participant in the Chartered Financial Analyst® program and is in the midst of securing her CPA license. In addition to her role at the head of Aadira Group, Amvit serves as a Securities Principal and Equity Research Analyst at Akar Capital Management, Inc., a wealth management firm that has called Plantation FL its home for 40 years.