Local Wealth Advisors
Flat-Fee, Fee-Only Fiduciary serving clients in Southwest Florida & nationwide
At Local Wealth Advisors, we take the complexity out of wealth management by connecting each aspect of your financial life into one clear, actionable plan. Led by a CERTIFIED FINANCIAL PLANNER® Practitioner, we partner with you and our independent network of investment specialists, attorneys, tax and insurance professionals to deliver a unique wealth management experience tailored to you.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

