Northrop Financial Group
“I always enjoy working with Northrop Financial, not just at tax time but throughout the year with questions related to tax planning and such.”
Best Financial Advisors near Lehigh Acres, FL
There are no firms listed in Lehigh Acres itself yet; the 15 below are the closest options, from Fort Myers (14, 12 mi) and Punta Gorda (1, 32 mi).
12 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Retallick Financial Group
“They will not be disappointed and they will have piece of mind that their retirement is secure!”
Alexander Peter Wealth Management
“Dave Wattles is a trusted adviser in many ways and is always available to answer questions.”
Lighthouse Wealth Management
“I have been very happy with the individual attention and the growth of my investments.”
365 Wealth Partners
“When we want more information on a topic he is able to provide several sources, from LPL and elsewhere.”
Hainsworth Wealth Advisory
“He has helped us find ways to increase our security for the future and help us feel much more secure about our financial situation.”
The 15 firms listed for Lehigh Acres, 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: Lehigh Acres, FL
14 of the 15 firms on this page have a rating, from 4.1 to 5.0 across 193 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 2 show a license on their websites. 10 have ten or more years of experience, the longest 30 years. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lehigh Acres take financial planning bookings online?
2 of the 15 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.
CPK Wealth Management
“Highly skilled financial planning with a personal touch.”
Roach Financial Services
“Easy to work with and always answers questions as to what is in your best interest.”
Freedom Financial Investment Advisor Group
“He handled my famil's returns for 15+ years.”
Hamilton Wealth Management
Family Tree Financial Services
“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.”
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The Art and Science of Successful Planning
“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)!”
Titan Financial
Advantage Retirement Group
“100% class and so much great info!”
Freedom Tax
“Todd is a class act, very knowledgeable and a pleasure to work with.”
Why these companies made our list
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