Top Financial Advisors in Fort Myers, FL

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Advantage Retirement Group leads off our list of the top financial advisors in Fort Myers. Founded in 2023, Advantage provides wealth management services to individuals, high-net-worth individuals and retirement plans. 

The firm helps clients with investment management, financial planning, retirement account guidance and related advisory needs. Services include developing investment strategies, asset allocation, portfolio construction and ongoing supervision of accounts. They may also advise on rollovers of retirement accounts and use third-party managers to support administration and portfolio management. The firm generally does not impose a minimum account size, though accounts held through AE Wealth Management require at least $10,000.

Advisors on staff hold several professional certifications, including the Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC) and registered financial consultant (RFC). 

The firm operates on a fee-based compensation model. While it charges asset-based fees for advisory services, some advisors are also licensed insurance professionals who may earn commissions for recommending insurance products. This creates a potential conflict of interest that clients should be aware of. However, the firm has a fiduciary duty to act in your best interests. 

Its investment philosophy combines long-term strategies with adjustments as market conditions or client needs change. Portfolios are primarily built with exchange-traded funds (ETFs) and mutual funds, but may also include individual stocks, bonds, limited partnerships, structured notes and alternative investments when appropriate. The firm emphasizes diversification, value investing and strategic asset allocation.

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Uhler Vertich White Advisors (UVWA) is a fee-based advisory firm offering wealth management and financial planning services. The firm provides both discretionary and non-discretionary portfolio management tailored to client goals, along with comprehensive financial planning that incorporates cash flow needs, retirement objectives, charitable planning and other financial considerations. Their client base comprises individuals, high-net-worth individuals and charities. 

While there is generally no minimum account size required, the firm typically charges at least $10,000 annually for its services. However, as a fee-only practice, advisors can receive commissions in addition to advisory fees, which introduces potential conflicts of interest. Clients may participate in programs such as the Raymond James IMPAC and Ambassador wrap fee programs, with the latter requiring a $25,000 minimum investment (though smaller accounts may be accepted under certain circumstances). 

Founded in 2002, several members of the UVWA team hold the Certified Financial Planner™ (CFP®) designation.

When it comes to investing client assets, the firm's philosophy centers on diversification and asset allocation. The firm sets aside enough money to cover three to five years of a client’s expected cash needs from their portfolio. That portion is kept in low-volatility investments like money market funds and short-term bond funds. Each year, the “cash reserve” is replenished: if the stock (equity) side of the portfolio has grown, part of those gains are used to refill the reserve. If stocks have not performed well, the firm instead uses the bond allocation to meet the year’s needs.

Portfolios are primarily built using mutual funds, with equity growth strategies balanced by money market and short-term bond funds. The firm emphasizes long-term, professionally managed portfolios designed to align with each client’s goals and risk tolerance.

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Marquis Wealth Management Group is a fee-based practice that typically requires a $500,000 minimum account size, but may waive or lower this requirement in certain situations. As a result, Marquis works with individual clients above and below the high-net-worth threshold, as well as retirement plans and charitable organizations. 

As a fee-based firm, advisors may earn sales commissions when you purchase insurance through them. This compensation is on top of the fees you pay for advisory services and can create a conflict of interest. Be sure to ask you advisor whether individual recommendations are in your best interest. 

The Marquis team includes advisors who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and accredited investment fiduciary (AIF) designations. 

Founded in 1999, the firm offers stand-alone financial planning and consulting on matters such as estate planning, insurance and business planning. Additional services include recommending independent managers, ongoing account monitoring and private investment advice. 

Marquis relies on both fundamental and technical methods of analysis to evaluate and select securities for client portfolios. This means the firm uses economic and company-specific data to assess the intrinsic value of an asset, and also examines price movements to identify market patterns. 

When the time comes to allocate your assets to various investments, the firm may recommend a combination of individual stocks, bonds and fixed-income securities, unaffiliated private investment funds, mutual funds and ETFs.

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While Rezny Wealth Management generally requires a minimum of $2 million to open and maintain an investment advisory account, which is by far the highest account minimum on this list. Rezny Wealth Mnaagement manages assets exclusively for non-high-net-worth and high-net-worth individuals.

As a fee-only firm, Rezny does not collect commissions on trades or the sale of insurance and other investment products. Founded in 1992 as a limited liability company, Rezny Wealth Management is the oldest firm on our list. The firm’s president Brian C. Rezny also holds a Certified Financial Planner™ (CFP®) certification.

Client services include financial planning, investment management and retirement planning. In addition to Fort Myers, the firm has offices in Naples, Florida; Boca Raton, Florida; and Aurora, Illinois.

Rezny relies on different research materials to develop portfolio analysis and investment management strategies for clients. These include charting analysis, fundamental analysis, relative strength analysis, technical analysis and cyclical analysis.

The firm tailors its investment strategies to meet the needs and financial objectives of its individual clients or allocates the client's assets to a model portfolio. Based on factors like a client's risk tolerance and goals, portfolios will hold a combination of mutual funds, ETFs and no-load or low-cost variable annuities.  

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Waterstone Financial Advisory, founded in 2023, provides financial planning and investment management services to individuals, high-net-worth individuals, retirement plans and business entities. Specifically, it can help clients with retirement income planning, savings strategies, tax optimization, estate planning, college planning and wealth transfer. There is no account minimum, although financial planning services carry an annual fee ranging from $300 to $3,000 depending on complexity.

While advisors do not receive compensation for selling investment products, they are licensed insurance agents and may earn commissions from recommending insurance products, creating potential conflicts of interest. Keep in mind that Waterstone is a fiduciary and must act in your best interests. 

For portfolio management, Waterstone combines oversight and allocation guidance with investment solutions offered through AssetMark, a third-party platform that provides access to diversified portfolios. Clients may also choose custom management directly through the firm, which allows for narrower allocations or tax-driven strategies.

Investment strategies generally rely on long-term trading supported by cyclical and fundamental analysis. Portfolios are designed to balance growth opportunities with risk management, with asset allocation and security selection based on each client’s specific circumstances. The firm primarily invests in equities, fixed income securities and ETFs, while occasionally incorporating other assets for diversification when appropriate.

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Macke Financial Advisory Group is a relatively small firm that offers financial planning, consulting and investment management services. Clients of Macke include high-net-worth individuals, non-high-net-worth individuals, pension and profit-sharing plans, as well as retiremetn plans. This firm does not impose any minimum account size requirements.

Macke Financial is a fee-only firm. This means it only receives advisory fees from clients and does not receive third-party commissions, as a fee-based advisor would.

Macke Financial was founded in 1996, though it wasn't until 2000 that it became an SEC-registered investment advisor. Todd Christopher Macke, who serves as president and chief compliance officer, is its sole principal owner. As the firm's name would suggest, Macke is also the founder. He annd other advisors on staff hold the Certified Financial Planner™ (CFP®) designation.

Macke Financial's investment services are typical and offered in conjunction with comprehensive financial planning and consulting services. The financial planning services here focus on investment advice, risk management, tax planning, cash flow planning, insurance evaluation and estate planning.

Macke Financial's investment strategy revolves around the individual needs and objectives of each client. Advisors continuously monitor accounts and adjust assets as necessary. Investments are made based on the financial profile of each client, which is dictated by information such as their risk tolerance, time horizon and need for liquidity. The firm also invests based upon external market factors and the state of local and global economies.

When it comes to individual investments, the firm primarily uses debt securities, equity securities, ETFs and mutual funds to implement client portfolios. Advisors use fundamental, technical, charting and cyclical methods of analysis to help inform their investment decisions. The firm tends to invest with an eye toward long-term returns.

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Our list of the top financial advisors in Fort Myers wraps up with Campbell Financial Partners. This fee-only firm offers services to primarily to individuals and high-net-worth individuals, as well as charities. While the firm does not state a minimum investment amount, it does have a minimum annual fee of $10,000 but may reduce this fee as it sees fit. 

Campbell Financial Partners is a fee-only firm. This means it only receives advisory fees from clients and does not receive third-party commissions, as a fee-based firm would. The firm is actually part of national organizations that support financial planners in maintaining fee-only practices.

Campbell Financial Partners was founded in 2006 by Kathleen Campbell, who remains the primary owner of the firm. The firm has one Certified Financial Planner™ (CFP®) on staff. 

Campbell Financial Partners offers both financial planning services and investment management services to its clients. The firm may also assist with issues not involving securities, such as cash flow, retirement savings, tax planning and estate planning.

The firm's investment strategy is tailored to fit the individual needs and objectives of each client. Advisors consider factors such as clients' risk tolerance, time horizon and need for liquidity. The firm uses conservative fundamental analysis to develop long-term strategies, but short-term strategies are also a possible approach. The firm primarily recommends and utilizes no-load or low-cost mutual funds and ETFs.