info@prymadvisors.com
(305) 904-0156

Sophisticated Wealth Management for Discerning Investors

Precision. Discipline. Results.

Private advisory built for high-net-worth individuals, families, and institutions who demand more than standard financial advice.

About Us

Building Financial Potential Through Strategic Planning

Built on Fiduciary Integrity. We are an independent private wealth advisory firm. Our mandate is singular, to protect and grow the capital of the clients we serve, with full transparency, rigorous discipline, and zero conflicts of interest. As an external asset manager operating through world-class custodian institutions, we combine institutional-grade access with the depth and responsiveness of a boutique firm.

Strategic Thinking. Disciplined Execution

At Prym Advisors, we believe that exceptional wealth management is not built on products — it is built on process. A disciplined investment policy, rigorous risk management, and a deeply personalized advisory relationship form the foundation of everything we do. 

Understanding Your Financial Goals

Our advisors work closely with you to structure your assets around what matters most: your income requirements, capital growth objectives, multigenerational planning, and long-term wealth continuity. We start with a thorough understanding of your complete financial picture: assets, liabilities, income, liquidity needs, investment horizon, and long-term objectives.

Tailored Portfolio Implementation

We translate strategy into a customized portfolio constructed with discipline, transparency, and institutional-grade rigor — then monitor it continuously to ensure alignment with your evolving needs. From there, we design a strategic asset allocation framework tailored specifically to you — then execute it with precision and full accountability.

Our Methodology

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Strategic Asset Allocation

A disciplined, long-term framework that aligns investments with the client’s risk profile, goals, liquidity needs, and timeline.

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Wealth Preservation & Risk Management

Implementation of structured strategies to mitigate risk and protect capital across market cycles.
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Fiduciary Advisory & Non-Discretionary Oversight

A trust-driven model where every investment decision is transparent and client-approved.

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Access to Specialized Alternative Investments

Curated access to niche, high-quality opportunities such as: Private lending, Private credit, Real estate income strategies for qualified investors.

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Long-Term Financial Planning & Legacy Structuring

Guidance that supports multi-generational growth, inheritance planning, and long-term wealth continuity. Includes support with: succession goals, family governance, cross-border considerations, and long-term capital strategies.

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Liquidity, Cash Flow, & Income Strategy Management

Tailored plans that optimize passive income, manage liquidity efficiently, and create predictable cash flow aligned with lifestyle and career stage — especially crucial for high-performing athletes, entertainers, and executives with fluctuating earnings. 

Custodian Partners

UBS International — Primary Custodian Prym Advisors operates as an external asset manager of UBS International USA, a subsidiary of UBS Group AG — the world’s largest private bank and a leading global investment bank headquartered in Zürich and Basel, Switzerland, with over 150 years of history and a presence in more than 50 countries across 5 continents. UBS International is a comprehensive wealth management platform dedicated to the financial needs of affluent, high-net-worth, and ultra-high-net-worth investors worldwide, offering a powerful combination of investment and private banking services.

StoneX Group Inc. — Institutional Brokerage & Clearing StoneX Group Inc. (formerly INTL FC Stone) is an institutional-grade financial services network registered with the U.S. Securities and Exchange Commission (SEC) and a member of FINRA. StoneX serves more than 32,000 commercial, institutional, and payments clients across
180 countries, providing:24-hour global execution capability. Real-time portfolio and securities pricing. Consolidated global reporting across multiple custodians. Customer securities — including stocks, ETFs, and bonds — are held at three of the world’s most trusted depositories.

UBS International — Primary Custodian Prym Advisors operates as an external asset manager of UBS International USA, a subsidiary of UBS Group AG — the world’s largest private bank and a leading global investment bank headquartered in Zürich and Basel, Switzerland, with over 150 years of history and a presence in more than 50 countries across 5 continents. UBS International is a comprehensive wealth management platform dedicated to the financial needs of affluent, high-net-worth, and ultra-high-net-worth investors worldwide, offering a powerful combination of investment and private banking services.

StoneX Group Inc. — Institutional Brokerage & Clearing StoneX Group Inc. (formerly INTL FC Stone) is an institutional-grade financial services network registered with the U.S. Securities and Exchange Commission (SEC) and a member of FINRA. StoneX serves more than 32,000 commercial, institutional, and payments clients across
180 countries, providing:24-hour global execution capability. Real-time portfolio and securities pricing. Consolidated global reporting across multiple custodians. Customer securities — including stocks, ETFs, and bonds — are held at three of the world’s most trusted depositories.

Feedback

Client Financial Stories

Real journeys & long-term growth.

Our advisory firm delivers personalized financial planning that reflects your objectives and circumstances. We provide disciplined investment management and long-term strategic guidance supported by a fiduciary framework and a commitment to clarity and transparency.

Our clients become our greatest advocates. 98% of our clients are referred. That says everything.

We will turn your financial freedom into a lasting legacy.

Thanks, we've gained clarity and confidence in our financial future. Personalized approach and expert guidance have been invaluable. Highly recommend!

J. L.
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Expert Financial Solutions Tailored to Your Needs

Advisor

Meet Our Expert Financial Advisory Team

Tulia Eugenia Hernandez

Founding Partner 

As one of the founding partners of Prym Advisors, Tulia brings vast years of experience in promoting startups of financial services companies, great expertise in sustainable developments, in depth knowledge with non-for-profit organizations as well as decades of philanthropic work in the region. Tulia is also the founder of several Fintechs of the region as well as president of MCFTA and Life for the Children foundations.

Juan Hernandez

CEO, CCO & Financial Representative.

Juan David Hernandez serves as the Chief Executive Officer and Chief Compliance Officer of Prym Advisors, where he oversees the strategic, regulatory, and operational direction of the firm. With responsibilities spanning account onboarding, back-office oversight, trade execution, and portfolio management, Juan’s leadership is rooted in precision, discipline, and an unwavering commitment to fiduciary standards.

Martin Iturrate Pirola

Management Analyst

With over 12 years of experience in financial services,  Martin brings his expertise in optimizing the alignment of ESG principles and financial goals to the firm.  By refining processes and identifying compatible investments, Martin amplifies Prym Advisors’ responsible investment mission, enhancing its standing in sustainable finance. Martin has a bachelor’s in Business Engineering and Administration from Universidad Andrés Bello.

Ready to take control of your financial future? Our team of seasoned experts is here to guide you every step of the way. Fill out the form below to get in touch with us today!