What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Bonita Springs, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Bonita Springs, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Richard S. Brown
JNBA® Financial Advisors
Bonita Springs, FL
Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving, Liquidity Events, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Patrick Moyneur
CFP®
JNBA® Financial Advisors
Bonita Springs, FL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Douglas Finley
MS, CPWA®, CFP®, AEP®, CDFA®
Finley Wealth Advisors
Estero, FL
Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies
Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.
Amber Braatz
MBA, CFP®
Finley Wealth Advisors
Estero, FL
Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies
Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.
George Kiraly
CFP®, MBA
LodeStar Advisory Group, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Naples, FL and Scottsdale, AZ, serving clients locally and across the country
Elise Huston
CFP®
JNBA® Financial Advisors
Bonita Springs, FL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Michael Bilotta
ChFC®, CASL®, RICP®
JNBA® Financial Advisors
Bonita Springs, FL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Christopher Mastley
CFP®
JNBA® Financial Advisors
Bonita Springs, FL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
Stephanie Rossi
CFP®
JNBA® Financial Advisors
Bonita Springs, FL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Liquidity Events, Retirement Income Planning, Concentrated Wealth Positions, Family Wealth Transfers, Executive Compensation Strategy
We’re not only your financial advisor. We’re your advocate. For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
