Best Financial Advisor in Fort Myers, Florida

Mission Statement

As your Advisors, we will be singularly focused on one goal.

We will accomplish this by first identifying the true purpose of your money; and then, structuring investment strategies, and risk management techniques that provide the best opportunity to achieve that specific purpose.

We will employ money management techniques
that provide us with the best opportunity to strike the delicate
balance between investment risk and investment return. 

Finally, we will be committed to insuring that every strategy is a
client-centered strategy and that your interest, as our client, will unconditionally come first.

3949 Evans Ave. Unit 300 Fort Myers, Fl. 33901

Our Financial Planning Services

The professionals of The Art and Science of Successful Planning are here to inspire success. We recognize that along with financial success comes increased responsibilities and complexity. This is why we provide a holistic approach to managing all aspects of our clients’ financial situations, by doing so we can exploit the critical interdependencies among income and estate taxes, business overhead and employee labor burden, investments… both personal and business, as well as insurances, which are often times improperly coordinated. We recognize that our clients’ individual financial needs and goals change over time, so we offer a spectrum of services.

While we have decades of experience and expertise in insurances and investments serving both business entities and individuals and serve all walks-of-life, we have expansive experience serving the needs of:

Contractors And Tradesmen

Senior Financial Planning

Public Benefits Planning

Veterans

White Collar Professionals

A 2020 Interview with our founder during the early Covid lock-down by Seniors Blue Book

Why we feel we are the Best Financial Planners in Southwest Florida (Lee County, Collier County, Charlotte County, Hendry County)

The first and foremost distinction is, we are a Registered Investment Advisory company.  This mean we are “fee-only” fiduciary advisors held to a fiduciary accountability measure to the individuals and businesses we provided council to, whereas many advisors within the investment arena are either insurance only licensed or are Registered Representatives brokering financial vehicles and tools held to a suitability measurement. This means we work exclusively for and with our clients on the same side of the table as advocates for them and their constituencies versus representatives who offer financial instruments for a commission.  For further information and insight on this very important distinction

Frequently Asked Questions

Talk to an Experienced Financial Advisor on Our Team