Flat Fee, Fee Only Wealth Advisor
Discover a More Personal Approach to Financial Planning
Serving Naples, Bonita Springs, and Nationwide
At Local Wealth Advisors, the relationship comes before recommendations. We take time to learn who you are, what has shaped your finances, and what you want next in the years ahead. With that context, we discuss options that fit your goals and comfort level.
Our process pulls your full picture together, from investments and retirement income to taxes and legacy planning. Everything stays tied to what matters most to you. Your priorities guide the strategy, and the plan adjusts as life changes.
Ready to start the conversation? Let’s talk.
Who We Serve
Retirees
You’ve worked hard—now it’s time to enjoy it. We provide comprehensive wealth management that helps protect, preserve, and distribute what you’ve built and helps gives you confidence for what’s ahead.
Career Professionals
As flat-fee, fee-only, independent financial advisors, we help busy professionals create clear, actionable plans to grow wealth. Whether you’re eyeing early retirement or just need a strategy, We’re your local wealth advisor for the long game.
What We Offer
Retirement Planning
Retirement planning focuses on how savings, investments, and income sources work together over time. A coordinated approach helps individuals prepare for life after work while considering taxes, timing, and changing financial needs.
Financial Planning
Financial planning helps organize the many moving parts of your financial life. By connecting income, savings, investments, and future goals, planning creates a clearer view of where you are today and how decisions fit together over time.
Investment Management
Investment management helps translate financial goals into a structured portfolio approach. By aligning investments with time horizon, cash flow needs, and broader planning considerations, portfolios stay connected to real-life priorities rather than short-term market activity.
Strategic Tax Planning
Strategic tax planning helps individuals and families make informed decisions about income, savings, and investments with taxes in mind. By looking beyond annual filing, planning supports coordination across financial decisions over time.
Estate & Legacy Planning
Estate and legacy planning focuses on how assets are titled, transferred, and managed over time. Thoughtful planning helps align beneficiary decisions, legal documents, and financial accounts with long-term priorities and family considerations.
Risk Management & Insurance
Risk management and insurance planning focuses on identifying exposures that could affect your financial plan. By reviewing coverage alongside income, assets, and goals, insurance decisions become more intentional and better aligned with overall planning.
401(k) & Business Planning
For many professionals and business owners, a 401(k) is a central planning tool. Thoughtful 401(k) & business planning connects contribution decisions, investment choices, and cash flow with personal goals, helping workplace plans fit naturally into a broader financial strategy.
HOW WE HELP
A Different Kind Of Financial Relationship
Direct Access
Direct 1-on-1 access to a senior advisor — no junior staff or software.
Connected Network
Estate, tax, and insurance professionals.
Flat Fee, Fee Only
Fiduciary advice — no commissions, ever.
A meaningful financial plan considers more than numbers, it reflects your goals, your values, and the life you are building.
What Our Clients Are Saying
Latest Articles
Clear, straightforward articles that walk through real financial questions people face at different stages of life.
Your Guide Is Ready
The Fundamentals of Estate Planning
Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.
