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

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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

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.