Best Financial Advisors in Fort Myers

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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.

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.

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.

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.

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.

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.

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.

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.