Find a Financial Planner in Lee County, FL

 

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We did the hard work of finding trustworthy partners in Lee County, FL.

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We Only Work With The Best Lee County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Lee County, FL


  • Financial Advisor Close to Lee County, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Lee County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Lee County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Lee County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
32.5% of Lee County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Lee County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Lee County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Lee County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Lee County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Florida has unique laws defining which actions trigger a taxable event and has the 6th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Lee County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Lee County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Lee County, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Lee County, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Lee County financial advisors.
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How Retirement-Friendly is Lee County, FL?

  • Population: 737,468
  • % of Population 62 Years and Over: 32.5%
  • Average Home Value: $233,900
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $82,544
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


The Top Financial Advisor Firms in Lee County, FL


TOUNJIAN ADVISORY GROUP, LLC

Website

(239) 561-1155

8870 Daniels Parkway

Fort Myers, FL 33912

SEC#: 801-116766
Years in Business: 1 years

MCDERMOTT INVESTMENT ADVISORS, LLC

Website

(866) 905-7375

5237 Summerlin Commons
Suite 223
Fort Myers, FL 33907

SEC#: 801-79404
Years in Business: 7 years

MACKE FINANCIAL ADVISORY GROUP

Website

(239) 275-1122

12699 New Brittany Blvd.

Fort Myers, FL 33907

SEC#: 801-57221
Years in Business: 21 years

UHLER AND VERTICH FINANCIAL PLANNERS, LLC

Website

(239) 936-6300

1510 Royal Palm Square Boulevard
Suite 103
Fort Myers, FL 33919

SEC#: 801-62896
Years in Business: 17 years

SCOTT WHITE ADVISORS, LLC

Website

(239) 936-6300

1510 Royal Palm Square Blvd
Suite 103
Fort Myers, FL 33919

SEC#: 801-112303
Years in Business: 3 years

MARQUIS WEALTH MANAGEMENT GROUP

Website

(239) 454-1117

6216 Whiskey Creek Drive
Suite A
Ft. Myers, FL 33919

SEC#: 801-60851
Years in Business: 19 years

JKMILNE ASSET MANAGEMENT

Website

(239) 936-3430

1520 Royal Palm Square Blvd
Suite 210
Fort Myers, FL 33919

SEC#: 801-63470
Years in Business: 16 years

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

Website

(239) 482-8002

12140 Carissa Commerce Court
Suite 104
Fort Myers, FL 33966

SEC#: 801-79808
Years in Business: 6 years

LIBERTY PRIVATE CLIENT, LLC

Website

(239) 275-2538

5237 Summerlin Commons Blvd
#319
Fort Myers, FL 33907

SEC#: 801-119011
Years in Business: 0 years