Fiduciary advisors in Fort Myers, FL

Fort Myers, Florida

Blue Chip Financial of Southwest Florida provides financial planning and risk management services to individuals, families, and business owners in the Fort Myers area, with a stated specialty in estate planning. The firm employs a four-step process—analyzing client circumstances, recommending strategies, implementing solutions, and conducting periodic reviews—and emphasizes a needs-based approach centered on understanding each client's objectives and life stage. Services include financial planning and insurance products, with the firm noting that specific services depend on licensing requirements in each state.

Fort Myers, Florida

Insurance-Based

Jesi Jarosz Financial Advisor - Northwestern Mutual is an insurance-based firm in Fort Myers, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open seven days a week, including weekends. It holds a 5-star rating from 12 Google reviews.

Fort Myers, Florida

Osaic Wealth Inc., based in Fort Myers, Florida, offers retirement planning and investment management services through a combination of advisory programs, brokerage services, and insurance planning. The firm provides access to institutional portfolio managers, financial planning, wealth management consulting, and a range of retirement vehicles including traditional and Roth IRAs, 401(k) plans, and 529 college savings accounts. Clients may select from non-proprietary mutual funds, fixed income securities, variable annuities, and life insurance products, with the firm emphasizing customized planning based on individual circumstances and risk tolerance rather than proprietary offerings.

Fort Myers, Florida

Paramount Financial Advisors, LLC is an investment advisory firm in Fort Myers, Florida. The firm specializes in Retirement Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fort Myers, Florida

Raymond James & Associates is an investment advisory firm in Fort Myers, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Fort Myers, Florida

Retallick Financial Group, based in Fort Myers with additional offices in Sarasota, Bonita Springs, and Venice, Florida, serves clients across all ages in retirement planning using insurance products. The firm emphasizes principal protection and low-risk alternatives to traditional market investing, with a stated focus on simplicity and clear fee disclosure during client consultations. Don Retallick leads the firm, which hosts educational seminars on retirement strategies and markets.

Fort Myers, Florida

Fee-Only Independent RIA

Rezny Wealth Management is an independent, fee-only registered investment adviser in Fort Myers, Florida that provides financial planning and investment management services. The firm operates under a fiduciary standard and does not earn commissions, structuring its approach around customized retirement planning, tax reduction strategies, and active portfolio management tailored to individual client circumstances rather than standardized allocations. The firm's service model emphasizes detailed financial planning across all areas of a client's financial situation, combined with ongoing, research-driven investment oversight.

Fort Myers, Florida

Wirehouse

True Wealth Design is a wirehouse firm in Fort Myers, Florida. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Estate Planning, Retirement Planning, and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week.