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 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 you can ignore other taxes like property or sales tax, which are significant in Florida.
- Federal tax focus. Confirm how they integrate federal tax strategies with Florida's unique tax environment.
- Property tax insights. Ask how they help manage and plan around Florida's property tax and homestead exemptions.
- Wealth migration experience. Look for advisors familiar with relocating clients to Florida and the financial implications involved.
- Long-term planning. Ensure they consider how tourism-driven taxes might impact your spending and investment plans over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua K
Series 63, Series 65
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Joshua Klump's 29 years of experience and Series 65 and 63 licenses position him well to navigate Naples' unique tax environment, including federal and property tax considerations. At Fifth Third Securities, a large firm offering diverse investment programs and tax-overlay services, he combines passive investing and tax-loss harvesting strategies, differentiating him from advisors with smaller firm resources or narrower service offerings.
Experience: 29 years
Avg account: $230,450
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Matthew G
Series 63, Series 65
Naples, FL
Wells Fargo Clearing
Matthew Gainey offers extensive expertise in Naples, FL, with 33 years in the industry and a strong background in serving high-net-worth clients through Wells Fargo Clearing. His affiliation with a large firm managing $671 billion in assets provides access to comprehensive investment advisory services and research, distinguishing him from advisors at smaller firms or with less institutional support.
Experience: 33 years
Avg account: $475,575
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Jonathan H
Series 63, Series 65
Naples, FL
Arax Advisory Partners
Jonathan Harris brings 37 years of experience in retirement planning and concentrated stock management, well-suited for navigating Naples' unique tax environment. His firm, Arax Advisory Partners, manages $26.5 billion and offers flexible fee structures including flat fees and performance-based arrangements, providing tailored strategies for high-net-worth clients and business owners relocating to Florida.
Experience: 37 years
Avg account: $1,602,916
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Austin H
Series 65
Naples, FL
Naples Global Advisors
Austin Herzer offers expertise in wealth management and active portfolio strategies tailored for high-net-worth clients in Naples, FL, integrating a global, multi-cap value investment approach. His firm, Naples Global Advisors, emphasizes discretionary management with a focus on quantitative screening and fundamental analysis, differentiating him through an employee-owned structure and a 1.0% AUM fee.
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 offers expertise in tax-loss harvesting and real estate investing, which are valuable for navigating Florida's unique tax environment, including property taxes and homestead exemptions. With 18 years of experience and a focus on high-net-worth clients, his firm emphasizes tax-aware strategies and global diversification, differentiating him through active risk control and access to alternative investments.
Experience: 18 years
Avg account: $5,738,299
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