We are Southwest Florida financial advisors offering financial planning and wealth management services in Naples and Fort Myers. We are a comprehensive financial planning firm that creates custom financial plans that will give you confidence and peace of mind. Your financial advisor will represent you as a fiduciary, dedicated to put your best interest first at all times.
We take our time and listen to you, creating a financial plan that addresses your unique concerns, needs, and goals. Our financial planners are fiduciaries, committed to act in your best interest when they provide you financial advice. Watch our commercial to see how we can create a custom plan that will give you financial peace of mind.
We take our time and listen to you, creating a financial plan that addresses your unique concerns, needs, and goals. Our financial planners are fiduciaries, committed to act in your best interest when they provide you financial advice. Watch our commercial to see how we can create a custom plan that will give you financial peace of mind.
Services
Our Services
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Financial planning is about achieving goals and alleviating worries. We create financial plans unique to your needs - whatever stage of life you are in. Our experienced financial planners will take the time to understand your goals. As fiduciaries, we will always represent your best interests and will be honest about our compensation.
How We Are Different
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We set ourselves apart from other financial planning and wealth management firms in Southwest FL. Here are a few of the reasons why:. We take our time and listen to your unique concerns, needs, goals, and values. Your financial advisor will then create a custom financial plan and ensure that you understand and feel confident in your financial future.
Soren T. Christensen
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Soren T. Christensen is the Founder and Chief Planning Officer of Advanced Wealth Advisors. Mr. Christensen has decades of experience in the financial planning and wealth management industry and he is a Certified Financial Planner, Certified Investment Management Analyst, and Chartered Financial Consultant professional.
Wealth Management
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Wealth management is about your life, and your legacy. At Advanced Wealth Advisors, we bring substantial financial planning and wealth management experience and expertise to serve your needs - whether they are simple or complex. You need a comprehensive financial advisor that can combine the most important financial planning areas: investment, retirement, insurance, tax, and estate planning, into one wealth management plan.
Retirement Planning
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Whether you are preparing for or already enjoying retirement, we will help you accomplish your retirement planning goals. Securing and protecting income, growing and preserving assets - these are our specialties. We will work with you to construct a unique retirement plan, offering you peace of mind.
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