Fiduciary advisors in Bonita Springs, FL

Bonita Springs, Florida

Clay Financial, based in Bonita Springs, Florida, offers financial planning and investment management services to individuals and business owners. Founded in 2018, the firm is led by Stephen Poll, a CERTIFIED FINANCIAL PLANNER™ with a finance degree from Ohio University. The firm takes a goal-focused approach, providing personalized guidance on matters spanning family finances, business concerns, and long-term financial security.

Bonita Springs, Florida

ILG Private Wealth is a financial advisory firm in Bonita Springs, Florida led by John Iannucci, J.D., LLM, offering financial planning and tax planning services with a focus on tax strategy. The firm specializes in multigenerational wealth management and adopts a fiduciary approach, positioning itself as a comprehensive financial partner that coordinates planning across tax management, estate planning, asset protection, and succession strategies. The firm employs a mutual evaluation process with prospective clients to ensure alignment on goals and risk tolerance before engagement.

Bonita Springs, Florida

OneDigital is a benefits and HR consulting firm serving over 100,000 clients nationwide, with particular expertise in retirement plan administration and design for employers. The firm provides retirement plan services, HR consulting, payroll solutions, and financial coaching integrated into employer benefit packages, managing more than $137 billion in assets under advisement across 5,800-plus retirement plans. OneDigital's service model includes plan design, employee financial education, third-party administration, executive benefits strategy, and HR support spanning recruiting, compliance, training, and compensation planning.

Bonita Springs, Florida

Precise Financial Solutions is an investment advisory firm in Bonita Springs, Florida. The firm specializes in Investment Management and Retirement Planning. The office is open four days a week.

Bonita Springs, Florida

Rinaldi Wealth Management is an independent, fee-only financial advisory firm based in Bonita Springs, Florida, serving clients nationwide with a focus on pre-retirees and those already retired. Founder Dustin Rinaldi holds the CFP® designation and operates as a fiduciary, offering financial planning, investment management, income planning, tax strategy, estate planning, and related services. The firm's team includes Anna Khemkhajon and Patrick O'Grady, both Series 65 registered and pursuing or completed CFP® education, along with administrative support staff.

Bonita Springs, Florida

SMG SafeHarbor Management Group is an investment advisory firm in Bonita Springs, Florida. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Bonita Springs, Florida

Independent RIA

Venture Visionary Partners is an independent registered investment advisor based in Bonita Springs, Florida, serving as a fiduciary with approximately $5.2 billion in assets under management and an additional $1.2 billion in retirement plan consulting assets. The firm, founded by Craig Findley (a Certified Private Wealth Advisor with 30+ years of experience), specializes in investment management and holistic financial planning for high-net-worth individuals, families, entrepreneurs, and business owners. VVP offers collaborative advisory services that integrate with clients' existing professional relationships and addresses life transitions, wealth strategy, and legacy planning. The firm maintains a 99% client retention rate as of December 31, 2025.