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 Fort Myers Beach, 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 Fort Myers Beach, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Douglas Finley
MS, CFP®, AEP®, CDFA®
Finley Wealth Advisors
Estero, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax-Aware Investment Management, Tax Planning, Estate Planning
Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond.
Donald Purtill
CPA, PFS, CGMA, MBA
Purtill Financial LLC
Fort Myers Beach, FL
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.
Amber Braatz
MBA, CFP®
Finley Wealth Advisors
Estero, FL
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Tax-Aware Investing, Comprehensive Financial Planning
"Our business model is sized to best serve clients with wealth in the range of $2 to $20 million, as big fish in our right-sized pond."
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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)
