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

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.