Top 10 Best Financial Advisors in Fort Myers, Florida

Best Financial Advisors in Fort Myers Florida - Peterson Acquisitions

To embark on a successful financial journey, you need the right guidance and expertise from the best financial planners in Fort Myers. Whether it’s retirement planning or cash flow management, a trusted financial advisor can make a significant impact.

In this article, we explore the finance landscape in Fort Myers, Florida, and present a carefully curated list of the top 10 financial advisors in the area. Our selection is the result of thorough local research, focusing on advisors known for their extensive knowledge, comprehensive services, and notable achievements.

With these respected financial advisors in Fort Myers, you can expect unique solutions that cater to your specific needs, empowering you to thrive in today’s ever-changing financial landscape. Join us as we examine the profiles of these exceptional professionals and discover how their expertise can help you confidently navigate your financial goals with success.

When Should You Seek Financial Advice in Fort Myers?

Managing your personal finances can be a complex endeavor, and there may come a time when you need professional guidance to navigate the intricacies of your financial journey. Let’s explore some key moments when it’s beneficial to seek financial advice from one of the best wealth advisors in Fort Myers.

  • Life Transitions: Significant life events, such as getting married, having a child, or starting a new job can have a profound impact on your financial situation. During these transitions, a financial advisor can help you evaluate the financial implications, adjust your budget, review insurance needs, and plan for the future.
  • Retirement Planning: As retirement approaches, it becomes crucial to assess your savings, investments, and projected income to determine if you’re on track to meet your retirement goals. Fort Myers financial advisors can assist you in creating a comprehensive retirement plan, optimizing your investments, and making informed decisions.
  • Investment Strategies: When it comes to investing in stocks, bonds, real estate, or other investment avenues, seeking the guidance of a financial advisor is beneficial. They offer valuable insights and assist in creating a customized investment strategy tailored to your risk tolerance, age, and financial objectives.
  • Debt Management: The best Fort Myers wealth advisors can assist in developing a debt management plan, exploring options for refinancing or consolidation, and providing guidance on prioritizing debt repayment.
  • Estate Planning: Planning for the distribution of your assets and the protection of your loved ones after your passing requires careful consideration. A financial advisor can collaborate with an estate planning attorney to help you create an estate plan, establish trusts, and minimize tax implications.

Financial Planning: Which Path To Choose?

Creating a solid financial plan is necessary to achieve long-term financial stability. Here are some options to consider:

1.   Use Online Self-Directed Platforms

Take charge of your financial journey by using online platforms that allow you to manage your investments independently. This can save you money by cutting out middlemen in transactions.

2.   Leverage the Expertise of a Financial Advisor

Just like Ft. Myers CPA, working with a personal financial planner or wealth manager can lead to positive outcomes, despite the associated costs. Research shows that partnering with the best financial planners in Fort Myers can potentially increase portfolio returns by 1.5% to 4%.

Payment Models of Fort Myers Financial Advisors

Knowing the different payment models of financial advisors in Fort Myers is essential when choosing a financial advisor. Here are commonly used fee structures in the area:

Hourly Fee: Clients are billed based on the time spent addressing their financial matters, regardless of their asset value.

Retainer Fee: Financial advisors in Fort Myers charge a set fee per month or year, ensuring their availability for advisory services covered by the retainer.

Flat Fees: These fixed fees cover financial planning and asset management services and are not influenced by the size of your account.

Commission: Advisors earn a percentage of the funds spent on purchasing high-performing investments, typically charged per transaction.

Asset Management Fee: Investors pay fees based on the amount they have invested, deducted directly from their accounts.

Which Payment Structure is  Best?

When it comes to selecting a payment structure for your financial advisor, it’s essential to consider potential conflicts of interest. The wrong payment structure can harm your financial well-being.

For better results, a commission-based fee structure often proves more advantageous. With this structure, Fort Myers financial advisors earn a share of your investment growth, motivating them to prioritize your financial success.

It’s crucial to choose a payment model that aligns with your goals and ensures that your advisor’s incentives are in line with your best interests.

6 Important Factors to Consider When Choosing a Financial Advisor in Fort Myers

In the process of selecting a financial advisor in Fort Myers, there are several important factors to take into account. These considerations help you make a well-informed decision and find an advisor who aligns with your financial objectives and priorities.

Qualifications and Credentials

Ensure that the financial advisor holds relevant qualifications and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). These designations indicate their expertise and adherence to professional standards.

Experience and Track Record

Evaluate the advisor’s experience and track record. Find out how long they have been working as a financial advisor and inquire about their specialized areas or expertise.

Range of Services

Assess the services offered by the advisor. Do they provide comprehensive financial planning, investment management, retirement planning, or specialized services? Make sure their offerings meet your specific needs.

Fiduciary Duty

The best wealth advisors in Fort Myers operate as fiduciaries, which have a legal and ethical obligation to act in your best interest, ensuring that your needs come first.

Clientele and Referrals

Consider the advisor’s existing clientele and seek referrals or testimonials from their clients. This will provide insights into their reputation, professionalism, and ability to deliver satisfactory results.

Fee Structure and Compensation

Understand the financial advisor’s fee structure and compensation model. Different advisors may charge a percentage of assets under management or have fee-based or hourly fee structures. Ensure that you’re comfortable with the fees and understand how they may impact your investment returns.

By carefully considering these key factors, you can confidently select a financial advisor in Fort Myers who is well-suited to help you achieve your financial goals.

10 Best Financial Advisors in Fort Myers, Florida

Explore the top-notch financial advisors in Fort Myers who are dedicated to steering you toward financial prosperity. These professionals possess extensive knowledge, expertise, and an unwavering dedication to exceptional service, earning them a solid standing in delivering reliable financial counsel.

1. Advanced Wealth Advisors

editors choice

Advanced Wealth Advisors is one of the most trusted financial advisors in Southwest Florida, offering comprehensive financial planning and wealth management services in Naples and Fort Myers. Their mission is to create custom financial plans that provide you with confidence and peace of mind.

As fiduciaries, Advanced Wealth Advisors always prioritizes its client’s best interests and act as dedicated financial advocates. Like any financial advisor in Fort Myers, they take the time to listen and understand your unique concerns, needs, and goals, crafting personalized financial plans that address every aspect of your financial life.

Their experienced team of financial planners and wealth managers specialize in retirement planning, financial planning, wealth management, and investment management. They bring together all the essential elements to help you achieve your financial goals.

Advanced Wealth Advisors
5237 Summerlin Commons Blvd #404
Fort Myers, FL 33907
Phone: (239) 455-1100

2. Freedom Financial Investment Advisor Group

Freedom Financial Investment Advisor Group is your trusted partner for all your financial needs in Fort Myers, Florida. They are dedicated to helping you design personalized strategies and solutions that align with your goals and aspirations.

Their comprehensive range of services includes investment management, financial planning, retirement income planning, tax preparation, and tax planning. Freedom Financial Investment Advisor Group believes that addressing tax issues is integral to successful investment management and financial planning, which is why they added tax services to their offerings.

Founded in 2006 as an independent financial services company in Fort Myers, they are committed to providing independent advice and recommendations tailored to your specific needs and goals. They have no proprietary products or sales quotas, and there are no minimum account balances required.

Freedom Financial Investment Advisor Group
2069 First St Suite 204
Fort Myers, FL 33901
Phone: (239) 768-0841

3. Lighthouse Wealth Management LLC

Lighthouse Wealth Management LLC comprises a team of the best wealth advisors in Fort Myers who are dedicated to providing personalized investment guidance for high-net-worth individuals and their families in Fort Myers, Florida.

They also offer bond services, retirement planning, cash flow modeling, financial risk management, business advisory services, and education funding. Their mission is to guide you on the path to financial success and help you achieve your life goals with confidence.

Lighthouse Wealth Management LLC takes a multi-generational wealth planning approach, building relationships with your family to help them navigate investment planning and effectively manage inherited wealth. Their commitment is to empower your loved ones to make informed financial decisions while pursuing their client’s long-term goals.

Lighthouse Wealth Management LLC
2205 McGregor Blvd
Fort Myers, FL 33901
Phone: (239) 344-7575

4. Blue Chip Financial of Southwest Florida

Blue Chip Financial of Southwest Florida is a trusted financial investment firm whose team of the best financial planners in Fort Myers specializes in strategic financial planning and risk management for individuals, families, and business owners. With a commitment to honesty, trust, and exceptional client service, they aim to be your most trusted financial professional.

With Blue Chip Financial of Southwest Florida, you gain access to a comprehensive range of financial services. Their licensed Financial Professionals can assist you with financial management, retirement planning, succession planning, annuities, life insurance, mutual funds, and more.

At Blue Chip Financial, they take a straightforward approach to building financial strategies tailored to your needs, circumstances, and objectives. Trust them to provide the guidance and support you need to pursue financial freedom and secure your future.

Blue Chip Financial of Southwest Florida
6315 Presidential Court Ste 110
Fort Myers, FL 33919
Phone: (239) 231-1345

5. 365 Wealth Partners

365 Wealth Partners is a dynamic financial investment firm whose mission is to help people achieve financial success by providing elite planning and investment strategies every day. They believe that success is within reach for those who are committed to it.

With a holistic approach, they offer services in retirement planning, cash flow management, and protecting your lifetime ability to generate income. Like any of the best Fort Myers wealth advisors, their commitment, energy, and efforts are all directed toward ensuring client satisfaction.

As an independent firm, 365 Wealth Partners broke away from big banks to better serve their clients. They prioritize active risk management, enriching client knowledge, and understanding client expectations. They challenge conventional wisdom with their “mathmotional investing” approach, making small mathematical decisions to ease market uncertainty.

They have the tools, expertise, and background to meet your financial needs and help you achieve your goals.

365 Wealth Partners
3908 King Williams St.
Fort Myers, FL 33916
Phone: (239) 841-2907

6. CPK Wealth Management

What sets CPK Wealth Management apart from some of the best wealth advisors in Fort Myers is their commitment to providing unique solutions tailored to their client’s needs. Their expertise lies in tax-free retirement income strategies, required minimum distribution alternatives, substantially reduced market risk, annual gifting strategies, and legacy transfers that are protected and controlled.

Their investment solutions are strategically constructed to outperform in specific market environments and they make adjustments as market conditions change. They prioritize building long-lasting relationships by providing education, guidance, and an extended family discount pricing program.

The clients at CPK Wealth Management are driven professionals, nearing retirement or already retired, who desire long, prosperous, and healthy lifestyles. They value convenience, time efficiency, lower costs, and improved communication, which has led them to embrace CPK’s practical and beneficial online advisory solution.

CPK Wealth Management
12381 South Cleveland Avenue Suite 102
Fort Myers, FL 33907
Phone: (239) 347-0589

7. Waterstone Financial

Waterstone Financial is a leading financial investment firm based in Fort Myers, Florida, specializing in retirement income planning. Led by James Gallagher, known as the Retirement Engineer, their firm is committed to helping clients achieve financial freedom and engineer a retirement that works for them.

Waterstone Financial has a highly personalized approach. They prioritize building relationships based on trust, transparency, and disclosure. Their dedicated team of financial advisors and relationship managers works closely with each client to create a custom-designed and tested financial plan that maximizes income, optimizes taxes, and ensures effective wealth transfer.

Lastly, being one of the best Fort Myers wealth advisors, the firm adheres to the highest standards of professional care and ethical conduct, always aligning its goals with its clients’ best interests. Whether you need retirement income planning, tax planning, estate and asset protection, or comprehensive wealth management services, they can provide personalized financial advice and deliver peace of mind about your future finances.

Waterstone Financial
12597 New Brittany Blvd
Fort Myers, FL 33907
Phone: (239) 288-0977

8. Wealth Planning Group

Wealth Planning Group is a well-established financial investment firm based in Fort Myers, Florida. With over 80 years of combined experience, their team of wealth managers is dedicated to serving their clients’ financial needs, managing more than $293 million in brokerage and advisory assets through LPL Financial.

Since its founding in 1978, its guiding principle has been to always do the right thing. They joined LPL Financial in 1990 to achieve independence and act as fee-based fiduciaries, putting their client’s interests first.

At Wealth Planning Group, they start with a comprehensive financial plan for each client, focusing on their goals and milestones. They offer the same services that most financial advisors in Fort Myers do, including financial planning, investment management, retirement income planning, estate planning, and risk management.

With their expertise and commitment to success, Wealth Planning Group is your trusted partner in building a secure financial future.

Wealth Planning Group
12800 University Drive, Suite 285
Fort Myers, FL 33907
Phone: (239) 533-5105

9. Family Tree Financial Services, LLC

Family Tree Financial Services, LLC is a trusted financial investment firm that specializes in creating personalized retirement income strategies for business owners and professionals. Their menu of services includes retirement planning, income planning, investment planning, insurance planning, estate planning, tax planning, and more.

Family Tree Financial Services, LLC has a proprietary retirement income planning process that is rooted in the science of money. Whether you’re already retired and seeking a second opinion or approaching retirement without a well-defined wealth strategy, they’re ready and able to assist you.

The true hallmark of a top financial investment firm in Fort Myers, they understand that retirement can bring cash flow challenges. They believe that everyone deserves a personalized wealth strategy that provides the freedom to live the life they desire, fostering meaningful relationships.

Family Tree Financial Services, LLC 
2029 Bayside Parkway
Fort Myers, FL 33901
Phone: (239) 323-3837

10. Brian R Sumwalt, AAMS

Brian Sumwalt is a dedicated financial advisor at Edward Jones in Fort Myers, Florida. With a passion for helping others navigate retirement, Brian was inspired to enter this field after witnessing the financial struggles faced by his parents and their peers. In 1987, he took the step to secure his own future by opening his first Edward Jones account.

With 17 years of experience in small business finance prior to joining Edward Jones in 2009, Brian Sumwalt brings a wealth of expertise to the table. He holds Series 7 and Series 66 securities registrations as well as an insurance license. In 2012, he earned the prestigious AAMS® (Accredited Asset Management Specialist™*) designation from the College for Financial Planning.

As a team, Brian and Taylor genuinely care about their clients and their families. They are dedicated to providing personalized service and looking out for the best interests of those they serve. If you’re seeking a trustworthy and caring team to guide you and your family, Brian and Taylor are ready to meet with you.

Brian R Sumwalt, AAMS
12651 Mcgregor Blvd #1-101
Ft Myers, FL 33919
Phone: (239) 489-1199


The team providing this list of top ten financial advisors in Fort Myers believes smart people make smart decisions because they educate themselves on the choices they are preparing to make.

We hope we’ve helped you become smarter about choosing a financial advisor that meets your unique and specific needs.

We provide readers with up-to-date information that will help them make those good decisions for hiring financial advisors in Fort Myers. We hope you’ve enjoyed reading the information we’ve provided and learned about some of the choices for Financial Advisors in the Fort Myers area.

No content is intended to constitute professional advice. This content is not responsible or liable for any consequences relating directly or indirectly to any action you take or fail to take based on the information provided. It is very important to do your own analysis, based on your own personal circumstances, before making any investment.

Consult with your own investment, financial, tax, and legal advisers. Readers agree to indemnify and hold harmless the providers of this information, from and against any and all liability, losses, claims, demands, disputes, damages, or costs of any kind.

Looking for a Trustworthy Fort Myers Business Broker in Florida?

Peterson Acquisition has established itself as a highly regarded firm offering Fort Myers business broker services. They are renowned for their impressive track record and esteemed reputation in the industry. As the #1 business broker nationwide, they have cultivated a strong foundation of trust and reliability.

Led by Chad Peterson, their experienced team is readily available to address inquiries and explore potential collaborations, providing valuable guidance.

With their extensive knowledge and expertise, Peterson Acquisition is well-prepared to navigate the intricacies of the business landscape, empowering you to achieve your desired level of success. For further information on how they can assist you, don’t hesitate to reach out to Chad Peterson.

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