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, 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, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Tommy Lucas
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Fort Myers, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Kathleen Campbell
Campbell Financial Partners
Fort Myers, FL
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Tax Planning
Fee-Only Financial Planner serving Fort Myers, Bonita Springs, & Naples areas
Kevin P Jordan
CFP®, CFT™, M.S.
Macke Financial Advisory Group
Fort Myers, FL
Specialties: Comprehensive Financial Planning, Investment Management, Risk Management, Psychology of Money, Financial Literacy
Husband and Father of 4. Director of Financial Planning for Macke Financial Advisory Group - an independent RIA based in Fort Myers, FL with $165 Million under management.
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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)
