Top financial advisors in Marco Island, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Marco Island or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means low overall taxes, overlooking property and sales taxes that can impact your budget.
- Federal tax focus. Confirm how they plan around federal income tax since Florida doesn't tax income but has other tax considerations.
- Property tax insight. Ask how they incorporate Florida's property tax and homestead protections into your long-term plan.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida, as this affects estate and tax strategies.
- Tourism-related tax knowledge. Check if they consider local sales and tourism taxes that influence spending and investment decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sander L
Series 63, Series 65
Marco Island, FL
Edward Jones
Sander Ludeman VI's 23 years of experience and focus on retirement income strategy and estate planning make him well-equipped to address the tax and wealth management challenges faced by clients in Marco Island, FL. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive fee structure with up to 1.35% annual program fees and serves both individual and institutional clients.
Experience: 24 years
Avg account: $246,728
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Christopher M
Series 66
Marco Island, FL
Raymond James & Associates
Christopher Mercer offers expertise in general retirement planning and wealth management, well-suited for clients managing finances in Marco Island's unique tax environment. With 24 years of experience at the large firm Raymond James & Associates, he provides flat-fee and hourly planning options, serving a diverse client base including business owners and executives, which may offer broader insights compared to smaller firms.
Experience: 24 years
Avg account: $788,879
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Richard G
CFP®, Series 63, Series 65
Marco Island, FL
LPL Financial
Richard Griessmeyer offers extensive expertise in wealth management and retirement plans, supported by 37 years of experience and CFP® certification, making him well-equipped to navigate Marco Island's unique tax environment. His affiliation with LPL Financial, a large firm with a robust research team, and his flat-fee structure provide a distinctive combination of seasoned guidance and transparent pricing compared to other advisors.
Experience: 37 years
Avg account: $399,489
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James D
Series 63, Series 65
Marco Island, FL
RBC Capital Markets
James Dunn's 41 years of experience and expertise in tax-loss harvesting and wealth management make him well-equipped to address the complex tax considerations for clients in Marco Island, including federal tax planning and property tax insights. Affiliated with RBC Capital Markets, a large firm offering customized investment strategies and flat-fee options, he also serves diverse clients such as executives and retirees, providing seasoned guidance tailored to high earners approaching retirement.
Experience: 42 years
Avg account: $1,017,425
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James B
CFP®, Series 63, Series 65
Marco Island, FL
Creative Planning
James Boxma's 17 years of experience and CFP® certification equip him to navigate Marco Island's unique tax environment, including federal tax planning and property tax considerations. At Creative Planning, a large firm managing $217 billion in assets, he offers flat-fee financial planning and specializes in retirement income strategies and tax-loss harvesting, distinguishing him from advisors with smaller client bases or different fee structures.
Experience: 17 years
Avg account: $2,113,277
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