Top general tax planning financial advisors in Marco Island, FL

Sander Ludeman VI is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience exclusively with the firm since 2002. Based in Marco Island, FL, Ludeman also owns a rental shed business and farmland in Minnesota. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Christopher Mercer is a financial advisor at Raymond James & Associates with 24 years of industry experience. He has been with Raymond James & Associates since 2012. Mercer holds the Series 66 designation and is based in Marco Island, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Richard Griessmeyer is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently affiliated with LPL Financial and has held roles at Waddell & Reed and various insurance carriers. In addition to his financial advisory work, he is the managing member of CAVU Aviation LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

James Dunn is a financial advisor with RBC Capital Markets in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing before joining RBC Capital Markets in 2018. Dunn serves on the boards of several nonprofit organizations, including a healthcare-focused 501(c)(3) providing services in Ecuador, a spiritual retreat center, and a community service organization. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual and institutional clients. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios across various account structures.

James Boxma is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Richard C. Young & Co., Ltd. He also teaches personal self-defense and fitness instruction at Defense Fitness Club. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active approaches, and offers a wide range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.