Top financial advisors in Naples, 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 Naples, FL, or managing wealth here, you need an advisor who understands how to navigate Florida's unique tax landscape, especially since there's no state income tax but other taxes like property and sales tax can impact your finances. A common mistake is assuming "no state income tax" means low overall taxes, which can lead to unexpected liabilities.
- Federal tax focus. Confirm how they integrate federal tax planning with Florida's tax environment to optimize your overall tax burden.
- Property tax insights. Ask how they help clients leverage Florida's strong homestead protections to reduce property tax exposure.
- Wealth migration experience. Look for advisors familiar with the financial shifts that come with relocating to Florida, including estate and retirement planning.
- Local market knowledge. Ensure they understand Naples' real estate and investment climate to align your financial goals with local opportunities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark L
Series 63, Series 65
Naples, FL
Transcend Capital Advisors, LLC
Mark Lichtenfeld offers extensive expertise in wealth management and retirement plans for business owners, making him well-suited for clients navigating Naples' unique tax and investment landscape. His firm, Transcend Capital Advisors, emphasizes long-term, diversified asset allocation and serves high-net-worth individuals with a flat-fee structure, distinguishing him from advisors with more traditional fee models or narrower specialties.
Experience: 30 years
Avg account: $2,459,882
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Joshua K
Series 65, Series 63
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Joshua Klump's extensive 29 years in the industry and his role at Fifth Third Securities in Naples equip him to address the complexities of Florida's tax environment, including federal tax integration and property tax strategies. His firm's large scale and bank affiliation provide access to diverse managed-account programs and tax-overlay services, distinguishing him from other advisors with a focus on passive investing and sustainable strategies.
Experience: 29 years
Avg account: $230,450
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Austin H
Series 65
Naples, FL
Naples Global Advisors
Austin Herzer offers expertise in wealth management and active portfolio management tailored to high-net-worth clients in Naples, FL, integrating a global, multi-cap value investment approach with discretionary management. His experience at Naples Global Advisors, an employee-owned firm with a 1.0% AUM fee, distinguishes him by combining local market insight with a focus on individual securities and fundamental analysis.
Experience: 3 years
Avg account: $6,780,889
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Nicholas D
Series 63, Series 66
Naples, FL
Fort Point Capital Partners LLC
Nicholas Deans is well-equipped to assist clients in Naples, FL, with his 17 years of experience and expertise in tax-loss harvesting, real estate investing, and wealth management, which are crucial for navigating Florida's unique tax environment. His firm, Fort Point Capital Partners, serves high-net-worth individuals with a risk-focused, globally diversified investment approach and a 1.25% AUM fee, differentiating him through active risk management and private fund offerings.
Experience: 18 years
Avg account: $5,738,299
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Ebdon D
Series 66
Naples, FL
Merrill
Ebdon Darling's experience at Merrill equips him to address the tax nuances of Naples, FL, including property tax considerations and wealth migration challenges. His expertise in tax-loss harvesting and active portfolio management, combined with Merrill's large-firm resources and diverse client services, distinguishes him from other advisors in the area.
Experience: 4 years
Avg account: $860,085
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