Fort Myers, FL

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Fort Myers, FL
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Best Financial Advisors in Fort Myers, FL

24 firms listed · all 24 in Fort Myers · 19 rated 4.5+ · 2 show a license

Data verified October 19, 2026

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Northrop Financial Group

Northrop Financial Group

(49)
  • Tax Preparation
  • Email
  • Quality
“On top of that I feel very comfortable having him file personal and business tax returns without "leaving money on the table" while at the same time trusting him to always do so in an ethical and legal way, which I have not always felt from other com...”
Remote Consultations Available
Accepts All Major Credit Cards
In Business Since 2014
13700 6 Mile Cypress Pkwy #2, Fort Myers, FL
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Markham Norton Mosteller Wright and Company

Markham Norton Mosteller Wright and Company

(27)
  • Organized
  • Knowledge
  • Community
“I would refer this firm from working with them on legal matters in the legal field and for the effort that they took with assisting me on a personal level.”
BBB Rating: A+
In Business Since 2003
8961 Conference Dr, Fort Myers, FL
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Retallick Financial Group

Retallick Financial Group

(23)
  • Questions
  • Mind
  • Happy
“Over this period of time Don and his staff have been a joy to work with and have provided us with the comfort of knowing that our investments are secure and safe.”
Licensed
In Business Since 2013
9160 Forum Corporate Pkwy #350, Fort Myers, FL
Featured

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Lighthouse Wealth Management

Lighthouse Wealth Management

(11)
“Lighthouse Wealth Management is a family owned and operated firm of knowledgeable, professional, and courteous people who genuinely care about their clients.”
In Business Since 2009
2205 McGregor Blvd, Fort Myers, FL
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Independent Investment Advisors

Independent Investment Advisors

(4)
“Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager.”
In Business Since 2021
12525 New Brittany Blvd, Fort Myers, FL
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365 Wealth Partners

365 Wealth Partners

(4)
“Catherine is one of the most amazing and knowledgeable women in business and financial advising.”
In Business Since 2020
3908 King Williams St, Fort Myers, FL
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The 24 firms listed for Fort Myers, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Fort Myers, FL

All 24 firms we list here are in Fort Myers itself. We have 43 firms in Fort Myers on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.1 to 5.0 across 244 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. The services the firms on this page list most often on their websites are wealth management (5), overview (3), estate and asset protection (2), estate planning (2) and financial planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2003. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Fort Myers take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Waterstone Financial

Waterstone Financial

(3)
  • Team
“I feel one of the great services that James and his organization deliver is providing a level of certainty, comfort, knowledge and peace that goes far beyond the mechanics of the financial planning, advisory and tax preparation roles.”
In Business Since 2010
12597 New Brittany Blvd, Fort Myers, FL
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Private Wealth Consultants

Private Wealth Consultants

(2)
“Great advice!”
In Business Since 2010
12590 Whitehall Dr #2, Fort Myers, FL
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Everwell Financial

Everwell Financial

(2)
  • Financial Services
“Awesome company Highly recommend there financial services”
In Business Since 2020
1591 Hayley Ln Suite 202, Fort Myers, FL
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Roach Financial Services

Roach Financial Services

(1)
“Easy to work with and always answers questions as to what is in your best interest.”
Accepts All Major Credit Cards
In Business Since 1996
6835 Porto Fino Cir #2, Fort Myers, FL
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CPK Wealth Management

CPK Wealth Management

(5)
“I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need.”
In Business Since 2018
12381 S Cleveland Ave Suite 102, Fort Myers, FL
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Hainsworth Wealth Advisory

Hainsworth Wealth Advisory

(5)
  • Invest
“His claims against Hainsworth, wealth advisory were denied by legal counsel of an insurance company (twice) and by the Florida Department of Financial Services.”
In Business Since 2018
2180 W First St, Fort Myers, FL
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Freedom Financial Investment Advisor Group

Freedom Financial Investment Advisor Group

(1)
“He handled my famil's returns for 15+ years.”
In Business Since 2012
2069 First St Suite 204, Fort Myers, FL
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Hamilton Wealth Management

Hamilton Wealth Management

In Business Since 2009
5237 Summerlin Commons Blvd, Fort Myers, FL
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Henderson Wealth Partners

Henderson Wealth Partners

(4)
“I just bought a condo and they were integral to helping me get the place I wanted.”
Accepts All Major Credit Cards
In Business Since 1992
12444 Brantley Commons Ct #101, Fort Myers, FL
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Evolution Retirement Services

Evolution Retirement Services

(4)
  • Investments
  • Fees
“Normally I let my husband handle everything, but now that we are older, I knew it was time for me to have an idea of what was going on with our finances.”
In Business Since 2018
12487 Brantley Commons Ct, Fort Myers, FL
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Ideal Retirement Solutions

Ideal Retirement Solutions

(4)
  • Goals
  • Strategic
“Something that I really enjoyed attending that seminar and the free consultation was that there was no pressure at all to use their services - honestly, I wasn't expecting it.”
In Business Since 2019
8791 Conference Dr #110, Fort Myers, FL
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Gfa Wealth Design

Gfa Wealth Design

BBB Rating: A+
In Business Since 1996
12597 New Brittany Blvd, Fort Myers, FL
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Family Tree Financial Services

Family Tree Financial Services

(3)
  • Company
  • Accounting
“Steve is a great financial planner, I work for a tax and accounting company in Bonita Springs (Tax and Financial Strategists) and we refer many of our clients to him when they're in need.”
In Business Since 2008
2029 Bayside Pkwy, Fort Myers, FL
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The Art and Science of Successful Planning

The Art and Science of Successful Planning

(3)
“So refreshing to find someone who truly cares about what we will have to look forward to in our retirement years (and they arrive so much sooner then we think)!”
In Business Since 2005
3949 Evans Ave Suite 300, Fort Myers, FL
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Oakwood Capital Advisors

Oakwood Capital Advisors

(3)
  • Team
  • Tax
“Top professionals - backed by real experience and successful investment strategies.”
In Business Since 2012
12995 S Cleveland Ave #160, Fort Myers, FL
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Titan Financial

Titan Financial

(2)
“Jime Sanders is a wonder wizard with”
Accepts All Major Credit Cards
In Business Since 2008
6150 Diamond Centre Ct #603, Fort Myers, FL
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Advantage Retirement Group

Advantage Retirement Group

(2)
“Always there to answer the phones!”
In Business Since 2008
8870 Daniels Pkwy, Fort Myers, FL
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Freedom Tax

Freedom Tax

(1)
“Todd is a class act, very knowledgeable and a pleasure to work with.”
Licensed
In Business Since 2021
8981 Daniels Center Dr # 205, Fort Myers, FL
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