Pursue what matters most

Confidence for today, tomorrow and generations to come


With over 35 years of experience, Flint Financial Group is a multigenerational team of Financial Advisors focused on the specific needs of retirees, business owners and each generation of their families. We offer the advantages that come from decades of insight and knowledge, the ability to navigate financial complexity with ease, relationships that last for generations and a genuine commitment to serve others. We are located at the Fort Myers UBS branch, but proudly serve clients and families all over the nation.

Flint Financial Group offers you:

  • Family team dedicated to you for the long term
  • Access to the extensive global resources of UBS
  • Wisdom and insight that come from decades of experience
  • Core values that extend from a faith commitment

All of our professional relationships are personal to us. Each starts with trust, and over time becomes a longstanding mutual commitment that lasts for decades.

- Flint Financial Group

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report
UBS Wealth Way

UBS Wealth Way

Advice for business owners

Advice for business owners

Multigenerational families

Multigenerational families

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager


The proof is in our numbers


Collective years of experience


Years in business as a team


Advisors on the team