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
LA Skyline

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

Business Owner in entryway

Advice for business owners & entrepreneurs

Family on back porch

Wealth transfer across generations

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

Insights

The proof is in our numbers

115

Collective years of experience

36

Years in business as a team

3

Advisors on the team


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