finance...professionals

Our team of highly accomplished wealth advisors provides personalized, goals-based investment guidance for individuals and their families.
We offer specialized expertise in developing comprehensive, results-focused financial strategies designed to enable clients to maintain, grow and transfer their wealth from generation to generation.
We love downtown Fort Myers and know you do too! Our advisors are well-versed in Florida Domicile strategies, and the team at Lighthouse Wealth Management can help guide you through the many benefits.

In banking, trust matters. For generations, IBERIABANK and First Horizon have earned the confidence and trust of our clients, associates and communities. It’s a commitment that’s rooted in a shared passion for the people we serve and the places we call home.

Our award-winning, highly-credentialed, accessible team at Edison Business Advisors has well over 120 years of combined business experience. We have participated in many forms of business transactions including mergers, acquisitions, divestitures, spinouts, and roll-ups. Our proven process for properly preparing a business for sale, maximizing marketing exposure, and expertise in guiding the sale to completion has resulted in a significantly higher percentage of our listings closing than the industry average.