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Laurels

Best Financial Advisors in Fort Myers
2022

We scored 22 Financial Advisors in Fort Myers, FL and Picked the Top 8

Here are the Picks:

Advanced Wealth Advisors

Evolution Retirement Services

Finley Wealth Advisors

Grace Tax Advisory Group

Oakwood Capital Advisors

Rezny Wealth Management, Inc.

Timothy T Aumann

Waterstone Financial

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fort Myers Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 22 16 8

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Advanced Wealth Advisors

  • Financial Planning
  • Retirement Planning

Advanced Wealth Advisors is a financial planning firm that serves clients in Fort Myers and the surrounding areas. It helps individuals in protecting and preserving their income and assets through financial planning. Its wealth managers and financial planners provide services that are based on the unique needs, concerns, and goals of clients. They help clients in balancing their budgets, managing their debts, and integrating their finances with a partner. The firm also performs asset allocation and calculates the retirement needs of clients.

Click to Call

5237 Summerlin Commons Blvd Suite 404
Fort Myers, FL 33907

Website

(239) 455-1100 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 (Best)

Total Reviews:

24 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Evolution Retirement Services

  • Retirement Planning

Evolution Retirement Services is a financial solutions firm that caters to clients in Fort Myers. It provides wealth management solutions and assists individuals in areas like investments and annuities. The company also counsels retirees on IRA legacy planning. Its other services include estate planning, and it works with attorneys to help individuals set up trusts. The company's president and founder, Adam Bruno, is a Certified Financial Fiduciary. He has been in the financial services industry since 2011.

Click to Call

12500 Brantley Commons Court Suite 3
Fort Myers, FL 33907

Website

(239) 771-8696 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 (Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Finley Wealth Advisors

  • Estate Planning
  • Tax Planning
  • Business Formation

Finley Wealth Advisors provides wealth management and financial planning services for customers in Fort Myers. Employing a fiduciary approach, the business plans the finances of its clients before and during retirement. The advisors guide individuals about how to maximize their income and make their retirement funds last. They analyze various aspects of the clients' financial life and tailor plans for achieving their goals. President Douglas Finley, a Certified Financial Planner, received recognition from The Consumers’ Research Council of America.

Click to Call

2256 First Street, Suite 140
Fort Myers, FL 33901

Website

(239) 267-7500 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Grace Tax Advisory Group

  • Chartered Financial Analyst (CFA)

Grace Tax Advisory Group is a private practice serving clients in Fort Myers. It provides retirement planning, tax preparation and analysis, wealth management, case evaluation, and legal services. Its multi-disciplinary team includes attorneys, accountants, investment planners, and financial and insurance professionals. The company president, Bob Grace, has over 45 years of industry experience in retirement income planning and wealth transfer. He is a Certified Financial Educator, a Registered Financial Consultant, and an Elite IRA Advisor.

Click to Call

1185 Immokalee Road Suite 210
Naples, FL 34110

Website

(239) 249-8888 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Oakwood Capital Advisors

  • Financial Planning

Oakwood Capital Advisors is a financial planning and advisory firm catering to individuals, families, and small businesses in Fort Myers. It offers a range of services, including investment management. Its financial advisors help clients assess their risk tolerance, tax situation, investment objectives, and design investment strategies to meet clients' financial goals. The firm also provides insurance options, retirement planning, and business planning services. Its CEO, Douglas S. King, is a Certified Financial Planner, who has been in the industry for over 36 years.

Click to Call

12510 World Plaza Lane, Suite 1
Fort Myers, FL 33908

Website

(239) 350-0211 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Rezny Wealth Management, Inc.

  • Investment Management
  • Retirement Planning
  • Finance Planning

Rezny Wealth Management, Inc. is a fiduciary wealth management firm that has been helping Fort Myers clients build, preserve, and protect their wealth for over 20 years. Financial planning, investment management, and retirement planning are among its comprehensive financial services, with an emphasis on income maximization and tax minimization measures. Founder Brian C. Rezny is a Certified Financial Planner who has helped tens of thousands of people make educated financial decisions through his TV and radio shows, The Rezny Wealth Report.

Click to Call

5237 Summerlin Commons Blvd Suite 209
Fort Myers, FL 33907

Website

(800) 618-8577 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Timothy T Aumann

  • Certified Financial Planner (CFP)

Timothy T. Aumann is an Edward Jones-affiliated financial advisor who caters to clients across Fort Myers. He assists new investors in various areas, such as portfolio reviews. He also deals with divorce finances and counsels individuals on wealth strategies. His other services include insurance and annuities. Aumann has over nine years of experience in the finance industry and is a Certified Financial Planner by the CFP Board. He volunteers for various non-profit organizations, including Safari Club International and the American Cancer Society.

Click to Call

11300 Lindbergh Blvd Suite 106
Fort Myers, FL 33913

Website

(239) 225-0223 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Waterstone Financial

  • Retirement Planning

Founded in 2010, Waterstone Financial is a financial advisory firm comprising financial advisors and relationship managers who serve individuals, families, and businesses in Fort Myers and the surrounding areas. They help clients maximize income, optimize taxes, and create wealth transfer strategies through various services, including comprehensive retirement income planning, tax planning and preparation, estate and asset protection, and wealth management. James Gallagher, the firm's principal financial advisor, is the developer of the SIPS Retirement Planning System.

Click to Call

12597 New Brittany Blvd.
Fort Myers, FL 33907

Website

(855) 817-2808 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

40 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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