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The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Naples is here for you, serving Naples, Bonita Springs, Estero, Marco Island, Sanibel, Fort Meyers, Cape Coral, Punta Gorda and Port Charlotte. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Fifth Third Private Bank, with over 100 years of wealth planning experience, specializes in delivering sophisticated investment solutions tailored to each client's unique needs. Their dedicated team approach ensures personalized plans that evolve as clients' financial goals progress. Peter Stebelton, a Senior Investment Advisor, brings extensive experience in managing a diverse range of asset classes, including fixed income, equities, and alternative investments. As a member of the CFA Society of Naples since 2011, he is committed to helping high-net-worth clients achieve their financial objectives through customized investment strategies. Generated from the website

Zhang Financial in Naples, FL is a comprehensive fee-only wealth management group. Our services include financial planning, estate planning, investment management, and risk management. We employ financial advisors who are nationally recognized in publications such as Barron's, Worth, and Financial Times. Our client's assets are held by a third-party custodian such as LPL, the largest independent broker dealer in the industry, or TD Ameritrade, an industry leader in technology and client service. We are also registered with the National Association of Personal Financial Advisors (NAPFA).